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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 %
DC
201
Dorval Corp
Minnesota
$2.72M -$23.3M -478,116 -90%
AWM
202
AE Wealth Management
Kansas
$2.72M +$1.3M +26,370 +92%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$2.71M -$26.3M -534,307 -91%
MCA
204
Maryland Capital Advisors
Maryland
$2.7M +$229K +4,639 +9%
FHA
205
Flagship Harbor Advisors
Massachusetts
$2.7M +$2.7M +54,705 New
PCIG
206
Partners Capital Investment Group
Massachusetts
$2.69M +$492K +9,979 +22%
MCM
207
Monarch Capital Management
Indiana
$2.67M +$18.2K +370 +0.7%
HCC
208
Hirtle Callaghan & Co
Pennsylvania
$2.66M -$2.62M – –
GT
209
Glenview Trust
Kentucky
$2.62M +$184K +3,722 +8%
ATI
210
ARK & TLK Investments
Oklahoma
$2.61M +$550K +11,164 +27%
SPC
211
Sigma Planning Corp
Michigan
$2.6M +$102K +2,067 +4%
BSWM
212
Boston Standard Wealth Management
Massachusetts
$2.59M -$80.2K -1,626 -3%
FAT
213
First American Trust
California
$2.57M -$1.32M -26,815 -34%
AA
214
Apriem Advisors
California
$2.57M -$342K -6,928 -12%
NL
215
NEPC LLC
Massachusetts
$2.53M – – –
SFPM
216
Sensible Financial Planning & Management
Massachusetts
$2.47M -$29.8K -605 -1%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$2.46M -$1.65M -33,487 -40%
CPIG
218
Chicago Partners Investment Group
Illinois
$2.45M +$12.3K +253 +0.5%
LWM
219
Lodestone Wealth Management
Washington
$2.41M +$636K +12,908 +36%
AT
220
American Trust
Kentucky
$2.38M -$882K -17,890 -27%
DADC
221
D.A. Davidson & Co
Montana
$2.36M -$626K -12,689 -21%
AIA
222
Arbor Investment Advisors
North Carolina
$2.35M +$51.7K +1,048 +2%
CWM
223
Cranbrook Wealth Management
Michigan
$2.35M +$55.8K +1,131 +2%
WA
224
Waverly Advisors
Alabama
$2.34M -$17.5K -355 -0.7%
PWP
225
Perfromance Wealth Partners
Illinois
$2.32M -$26.9K -545 -1%
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9
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