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Vanguard Short-Term Inflation-Protected Securities Index Fund

87 hedge funds and large institutions have $322M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 26

5% more funds holding

Funds holding: 8387 (+4)

2% more capital invested

Capital invested by funds: $317M → $322M (+$4.93M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
2.51%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
9
Increased
41
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Alesco Advisors
New York
$43.4M +$1.49M +30,233 +4%
Goldman Sachs
2
Goldman Sachs
New York
$29.9M -$3.93M -79,525 -12%
Morgan Stanley
3
Morgan Stanley
New York
$19.6M +$2.16M +43,624 +12%
JFG
4
JMG Financial Group
Illinois
$16.7M +$5.85M +118,382 +54%
WCM
5
Windham Capital Management
Massachusetts
$16.4M -$2.2M -44,505 -12%
M
6
MOTCO
Texas
$15.2M -$226K -4,576 -1%
Bank of America
7
Bank of America
North Carolina
$13.2M -$1.92M -38,823 -13%
U
8
UBS
Switzerland
$13.1M -$5.24M -105,959 -29%
Natixis Advisors
9
Natixis Advisors
Massachusetts
$13M +$1.64M +33,165 +14%
FAAM
10
First Allied Asset Management
California
$11.4M +$1.61M +32,657 +16%
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$10.3M +$372K +7,517 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.61M +$5.07M +102,567 +111%
MFP
13
Mosaic Financial Partners
California
$8.45M +$6.43M +130,180 +317%
RJA
14
Raymond James & Associates
Florida
$7.53M +$390K +7,899 +5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.86M -$290K -5,872 -4%
BSB
16
Bangor Savings Bank
Maine
$6.71M +$835K +16,901 +14%
SFI
17
SPC Financial Inc
Maryland
$6.4M -$677K -13,700 -10%
TCM
18
Twin Capital Management
Pennsylvania
$5.03M +$96.9K +1,960 +2%
PFM
19
Phillips Financial Management
Indiana
$4.55M +$1.14K +23 +0%
UCFA
20
United Capital Financial Advisors
Texas
$3.92M +$3.92M +79,363 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$3.6M +$329K +6,651 +10%
DADC
22
D.A. Davidson & Co
Montana
$2.83M +$51.4K +1,040 +2%
MWM
23
Modera Wealth Management
New Jersey
$2.81M +$529K +10,696 +23%
MWP
24
Moller Wealth Partners
$2.66M +$95.1K +1,924 +4%
RIA
25
Regal Investment Advisors
Michigan
$2.49M +$88K +1,781 +4%