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Vanguard Short-Term Inflation-Protected Securities Index Fund

776 hedge funds and large institutions have $7.21B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 357 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $1.76M

4% less funds holding

Funds holding: 812776 (-36)

9.91% less ownership

Funds ownership: 57.1%47.18% (-9.9%)

14% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 93

16% less funds holding in top 10

Funds holding in top 10: 10992 (-17)

32% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 357

37% less capital invested

Capital invested by funds: $11.4B → $7.21B (-$4.19B)

Holders
776
Holders Change
-36
Holders Change %
-4.43%
% of All Funds
12.37%
Holding in Top 10
92
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.6%
% of All Funds
1.47%
New
80
Increased
243
Reduced
357
Closed
93
Calls
$5.32M
Puts
$1.76M
Net Calls
+$3.56M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
176
Fifth Third Securities
Ohio
$5.75M +$2.37M +50,399 +72%
BSWM
177
Boston Standard Wealth Management
Massachusetts
$5.61M -$216K -4,589 -4%
LFS
178
Lutz Financial Services
Nebraska
$5.57M +$50.6K +1,074 +0.9%
CCM
179
Colorado Capital Management
Colorado
$5.55M -$326K -6,932 -6%
JWM
180
Jeppson Wealth Management
California
$5.4M -$8.47M -179,813 -61%
HWM
181
Hassell Wealth Management
Louisiana
$5.4M -$105K -2,226 -2%
MWM
182
Meridian Wealth Management
Kentucky
$5.3M -$41.7K -886 -0.8%
ANTB
183
AMG National Trust Bank
Colorado
$5.29M -$671K -14,248 -11%
ACA
184
Atlas Capital Advisors
Wyoming
$5.28M +$24.1K +511 +0.5%
EP
185
Essential Planning
New Hampshire
$5.27M -$1.44M -30,645 -22%
CPA
186
Cardiff Park Advisors
California
$5.23M -$152K -3,236 -3%
NRW
187
Nova R Wealth
Kansas
$5.21M +$8.43K +179 +0.2%
Citadel Advisors
188
Citadel Advisors
Florida
$5.15M -$4.27M -90,645 -46%
IDBONY
189
Israel Discount Bank of New York
New York
$5.1M -$41.2K -875 -0.8%
BFO
190
Boston Family Office
Massachusetts
$5.08M +$235K +5,001 +5%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$5.03M +$71.4K +1,516 +1%
MFG
192
Magnus Financial Group
New York
$5.01M +$851K +18,064 +21%
TSW
193
Thompson Siegel & Walmsley
Virginia
$5M -$11.2M -237,319 -69%
NRWA
194
North Ridge Wealth Advisors
Oregon
$4.99M +$4.91M +104,259 New
BCWM
195
Bartlett & Co Wealth Management
Ohio
$4.88M -$35.5K -754 -0.7%
BC
196
Bartlett & Co
Ohio
$4.88M -$35.5K -754 -0.7%
HT
197
Heritage Trust
Oklahoma
$4.88M -$69.7K -1,481 -1%
SRWM
198
Shira Ridge Wealth Management
California
$4.84M -$934K -19,829 -16%
FCC
199
Florin Court Capital
United Kingdom
$4.83M +$4.76M +101,100 New
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$4.83M +$2.33M +49,481 +96%