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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 %
CSPIA
176
Cary Street Partners Investment Advisory
Virginia
$3.66M -$223K -4,524 -6%
RWM
177
Ritholtz Wealth Management
New York
$3.58M +$107K +2,180 +3%
PWMG
178
Private Wealth Management Group
New Jersey
$3.52M -$2.22K -45 -0.1%
AFG
179
Argent Financial Group
Louisiana
$3.5M +$3.5M +71,056 New
CSIA
180
Conrad Siegel Investment Advisors
Pennsylvania
$3.5M +$28.1K +569 +0.8%
RB
181
Richmond Brothers
Michigan
$3.49M +$3.49M +70,761 New
Citigroup
182
Citigroup
New York
$3.48M -$1.27M -25,849 -27%
SWM
183
Schwallier Wealth Management
Michigan
$3.39M +$144K +2,911 +4%
FB
184
Fulton Bank
Pennsylvania
$3.38M +$490K +9,947 +17%
RIP
185
RAM Investment Partners
Washington
$3.38M -$616K -12,496 -15%
WAP
186
Wealthcare Advisory Partners
Pennsylvania
$3.38M +$695K +14,102 +26%
BCWM
187
Bartlett & Co Wealth Management
Ohio
$3.38M -$641K -13,007 -16%
TWP
188
Total Wealth Planning
Ohio
$3.33M -$262K -5,317 -7%
MIM
189
Morningstar Investment Management
Illinois
$3.27M +$504K +10,290 +18%
HWMG
190
Hurlow Wealth Management Group
Indiana
$3.23M +$213K +4,314 +7%
AFG
191
Altiora Financial Group
Ohio
$3.15M +$59.5K +1,207 +2%
SIMC
192
Squire Investment Management Company
Utah
$3.14M +$617K +12,510 +24%
VWA
193
Visionary Wealth Advisors
Illinois
$3.06M +$852K +17,283 +39%
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$3.05M +$662K +13,421 +28%
SRC
195
Sage Rhino Capital
California
$2.95M +$2.86K +58 +0.1%
OIA
196
OneDigital Investment Advisors
Kansas
$2.95M -$156K -3,161 -5%
NA
197
NewEdge Advisors
Louisiana
$2.94M +$267K +5,414 +10%
RC
198
Roundview Capital
New Jersey
$2.9M -$44.1K -894 -1%
JFG
199
JMG Financial Group
Illinois
$2.85M +$32.5K +659 +1%
AIP
200
Almanack Investment Partners
Pennsylvania
$2.73M -$255K -5,172 -9%
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