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Vanguard Short-Term Inflation-Protected Securities Index Fund

83 hedge funds and large institutions have $317M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 20

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $289M → $317M (+$27.9M)

9% more funds holding

Funds holding: 7683 (+7)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
18
Increased
40
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Alesco Advisors
New York
$41.9M +$1.54M +31,219 +4%
Goldman Sachs
2
Goldman Sachs
New York
$33.8M +$33M +666,510 +3,502%
WCM
3
Windham Capital Management
Massachusetts
$18.6M -$14M -283,954 -43%
U
4
UBS
Switzerland
$18.3M +$9.72M +196,475 +113%
Morgan Stanley
5
Morgan Stanley
New York
$17.4M +$2.37M +47,913 +16%
M
6
MOTCO
Texas
$15.4M -$193K -3,895 -1%
Bank of America
7
Bank of America
North Carolina
$15.1M +$3.68M +74,324 +32%
Natixis Advisors
8
Natixis Advisors
Massachusetts
$11.4M -$3.34M -67,628 -23%
JFG
9
JMG Financial Group
Illinois
$10.9M +$6.82M +137,799 +167%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$9.92M -$827K -16,722 -8%
FAAM
11
First Allied Asset Management
California
$9.75M -$277K -5,601 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.15M -$702K -14,200 -9%
RJA
13
Raymond James & Associates
Florida
$7.14M +$280K +5,665 +4%
SFI
14
SPC Financial Inc
Maryland
$7.08M -$732K -14,800 -9%
BSB
15
Bangor Savings Bank
Maine
$5.88M +$327K +6,602 +6%
SAM
16
SignalPoint Asset Management
Missouri
$5.24M -$112K -2,255 -2%
TCM
17
Twin Capital Management
Pennsylvania
$4.93M +$302K +6,100 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.78M +$3.57M +72,223 +292%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.55M -$231K -4,669 -5%
PFM
20
Phillips Financial Management
Indiana
$4.52M +$169K +3,410 +4%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$3.28M +$421K +8,509 +15%
DADC
22
D.A. Davidson & Co
Montana
$2.78M +$58.1K +1,175 +2%
MWP
23
Moller Wealth Partners
$2.56M -$875K -17,697 -25%
PA
24
Planning Alternatives
Michigan
$2.47M +$2.48M +50,206 New
RIA
25
Regal Investment Advisors
Michigan
$2.4M -$49.7K -1,004 -2%