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Vanguard Short-Term Inflation-Protected Securities Index Fund
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Overview Fund Activity

690 hedge funds and large institutions have $6.89B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 257 increasing their positions, 291 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
-30
Holders Change %
-4.17%
% of All Funds
9.98%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.68%
New
55
Increased
257
Reduced
291
Closed
77
Calls
$685K
Puts
$375K
Net Calls
+$310K
Net Calls Change
-$612K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$951M
2
Goldman Sachs
Goldman Sachs
New York
$475M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$123M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$105M
5
CWM
Congress Wealth Management
Massachusetts
$41.3M

Top Sellers

1
HWA
Heritage Wealth Advisors
Virginia
$479K
2
SW
Simplicity Wealth
New Jersey
$0
3
CA
Cambridge Associates
Massachusetts
$212M
4
Franklin Resources
Franklin Resources
California
$19.4M
5
MIS
Morningstar Investment Services
Illinois
$682K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
151
Certified Advisory Corp
Florida
$5.01M -$230K -4,663 -4%
DAS
152
Dynamic Advisor Solutions
Arizona
$5M -$74.9K -1,518 -1%
Lido Advisors
153
Lido Advisors
California
$4.88M -$501K -10,159 -9%
FCC
154
Florin Court Capital
United Kingdom
$4.75M -$1.28M -25,900 -21%
MWM
155
Meritas Wealth Management
California
$4.75M +$284K +5,756 +6%
FWP
156
Family Wealth Partners
North Carolina
$4.64M -$45.8K -928 -1%
WPA
157
West Paces Advisors
Georgia
$4.62M -$67.6K -1,370 -1%
Mirae Asset Global Investments
158
Mirae Asset Global Investments
South Korea
$4.44M -$861K -17,450 -16%
SIA
159
Schechter Investment Advisors
Michigan
$4.42M +$93.8K +1,903 +2%
DWM
160
Diversify Wealth Management
Utah
$4.38M -$333K -6,823 -7%
US Bancorp
161
US Bancorp
Minnesota
$4.34M -$1.87M -37,914 -30%
CPA
162
Cardiff Park Advisors
California
$4.25M -$88K -1,784 -2%
TSW
163
Thompson Siegel & Walmsley
Virginia
$4.22M -$580K -11,757 -12%
SRB
164
Shotwell Rutter Baer
Michigan
$4.16M +$153K +3,141 +4%
EWM
165
EPG Wealth Management
Georgia
$4.09M +$4.09M +83,042 New
SWM
166
Spire Wealth Management
Virginia
$4.06M +$577K +11,706 +17%
HCM
167
Hutchinson Capital Management
California
$4.02M -$66.7K -1,353 -2%
CMBA
168
C.M. Bidwell & Associates
Hawaii
$3.99M +$100K +2,033 +3%
AHC
169
Anderson Hoagland & Co
Missouri
$3.83M -$84.3K -1,725 -2%
PCM
170
Passive Capital Management
Maryland
$3.81M -$1.22M -24,802 -24%
BCG
171
Breakwater Capital Group
New Jersey
$3.77M +$721K +14,618 +24%
WB
172
Webster Bank
Connecticut
$3.76M -$151K -3,063 -4%
SPIO
173
Seven Post Investment Office
California
$3.71M – – –
AQR Capital Management
174
AQR Capital Management
Connecticut
$3.71M – – –
Jane Street
175
Jane Street
New York
$3.7M -$5.38M -109,157 -59%
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