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Vanguard Short-Term Inflation-Protected Securities Index Fund

125 hedge funds and large institutions have $892M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

34% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 41

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

16% more capital invested

Capital invested by funds: $770M → $892M (+$122M)

3% more funds holding

Funds holding: 121125 (+4)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.31%
New
13
Increased
55
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$103M +$13.5M +279,188 +15%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$79.6M +$6.93M +142,990 +10%
UCFA
3
United Capital Financial Advisors
Texas
$76.5M +$9.51M +196,211 +14%
AssetMark Inc
4
AssetMark Inc
California
$53.5M +$35.4M +731,151 +196%
AA
5
Alesco Advisors
New York
$51M +$798K +16,473 +2%
WCM
6
Windham Capital Management
Massachusetts
$43.6M +$22.3M +460,150 +105%
FT
7
Fiduciary Trust
Massachusetts
$37.2M +$8.6M +177,610 +30%
Morgan Stanley
8
Morgan Stanley
New York
$36.7M -$3.71M -76,517 -9%
EWM
9
Empirical Wealth Management
Washington
$30M +$2.55M +52,577 +9%
BIA
10
Barry Investment Advisors
Massachusetts
$25.7M +$1.04M +21,502 +4%
Betterment LLC
11
Betterment LLC
New York
$21M +$3.46M +71,478 +20%
State of Tennessee, Department of Treasury
12
State of Tennessee, Department of Treasury
Tennessee
$19.2M +$2.34M +48,300 +14%
APCM
13
Alaska Permanent Capital Management
Alaska
$19.1M -$2.96M -61,125 -25%
Bank of America
14
Bank of America
North Carolina
$17.4M +$500K +10,314 +3%
JFG
15
JMG Financial Group
Illinois
$16.4M -$26.3K -542 -0.2%
SFS
16
Summit Financial Strategies
Ohio
$13.8M +$541K +11,171 +4%
SEI Investments
17
SEI Investments
Pennsylvania
$12.8M +$2.66M +54,850 +26%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12.7M +$8.94M +184,618 +238%
MFP
19
Mosaic Financial Partners
California
$12.7M -$208K -4,292 -2%
RJA
20
Raymond James & Associates
Florida
$11.9M +$268K +5,538 +2%
NYLIM
21
New York Life Investment Management
New York
$11.6M -$3.31M -68,415 -22%
M
22
MOTCO
Texas
$10.4M -$89.4K -1,846 -0.9%
FHB
23
First Hawaiian Bank
Hawaii
$10.4M +$892K +18,408 +9%
F
24
FutureAdvisor
California
$10.2M -$1.36M -28,117 -12%
FAAS
25
First Allied Advisory Services
California
$9.87M -$1.49M -30,695 -13%