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Vanguard Short-Term Inflation-Protected Securities Index Fund

76 hedge funds and large institutions have $289M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

76% more capital invested

Capital invested by funds: $164M → $289M (+$125M)

38% more funds holding

Funds holding: 5576 (+21)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

Holders
76
Holders Change
+21
Holders Change %
+38.18%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.23%
New
26
Increased
34
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Alesco Advisors
New York
$40.4M +$40.4M +817,908 New
WCM
2
Windham Capital Management
Massachusetts
$32.7M -$67.6K -1,370 -0.2%
M
3
MOTCO
Texas
$15.6M +$1.11M +22,470 +8%
Morgan Stanley
4
Morgan Stanley
New York
$15.1M +$1.77M +35,900 +13%
Natixis Advisors
5
Natixis Advisors
Massachusetts
$14.7M +$5.87M +118,895 +66%
Bank of America
6
Bank of America
North Carolina
$11.4M +$3.42M +69,416 +43%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$10.8M +$1.09M +22,187 +11%
FAAS
8
First Allied Advisory Services
California
$10.1M +$10.2M +206,130 New
FAAM
9
First Allied Asset Management
California
$10M +$10.1M +204,280 New
U
10
UBS
Switzerland
$8.61M +$974K +19,739 +13%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.87M +$7.85M +159,200 New
SFI
12
SPC Financial Inc
Maryland
$7.82M +$853K +17,300 +12%
RJA
13
Raymond James & Associates
Florida
$6.87M +$1.84M +37,308 +37%
SNC
14
Stifel Nicolaus & Co
Missouri
$6.3M +$903K +18,309 +17%
BSB
15
Bangor Savings Bank
Maine
$5.56M +$5.55M +112,509 New
SAM
16
SignalPoint Asset Management
Missouri
$5.36M +$804K +16,302 +18%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.79M +$4.7M +95,199 +5,348%
TCM
18
Twin Capital Management
Pennsylvania
$4.64M +$4.63M +93,930 New
PFM
19
Phillips Financial Management
Indiana
$4.37M +$98.7K +2,000 +2%
JFG
20
JMG Financial Group
Illinois
$4.09M +$420K +8,512 +11%
NYLIM
21
New York Life Investment Management
New York
$3.87M +$844K +17,103 +28%
MWP
22
Moller Wealth Partners
$3.44M -$2.96K -60 -0.1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.86M +$2.86M +57,909 New
SG
24
Somerset Group
Minnesota
$2.84M
Deutsche Bank
25
Deutsche Bank
Germany
$2.8M +$2.8M +56,655 New