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Vanguard Short-Term Inflation-Protected Securities Index Fund

148 hedge funds and large institutions have $1.19B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

8% more capital invested

Capital invested by funds: $1.11B → $1.19B (+$85M)

6% more funds holding

Funds holding: 140148 (+8)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
3.94%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.43%
New
20
Increased
59
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$174M +$26.4M +544,604 +18%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$117M +$16.4M +338,710 +17%
UCFA
3
United Capital Financial Advisors
Texas
$115M +$18.3M +377,680 +19%
JP Morgan Chase
4
JP Morgan Chase
New York
$68.5M -$64.6M -1,333,256 -49%
FT
5
Fiduciary Trust
Massachusetts
$53.7M +$5.01M +103,338 +10%
WCM
6
Windham Capital Management
Massachusetts
$49.3M +$17.2M +355,282 +55%
AssetMark Inc
7
AssetMark Inc
California
$41.5M +$9.08M +187,233 +28%
EWM
8
Empirical Wealth Management
Washington
$36.7M +$2.64M +54,455 +8%
Morgan Stanley
9
Morgan Stanley
New York
$34.7M -$2.17M -44,670 -6%
Betterment LLC
10
Betterment LLC
New York
$33.8M +$6.97M +143,720 +26%
BJ
11
Brouwer & Janachowski
California
$32.7M +$32.2M +664,952 New
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.3M +$5.17M +106,593 +26%
BIA
13
Barry Investment Advisors
Massachusetts
$25.3M +$300K +6,190 +1%
Bank of America
14
Bank of America
North Carolina
$21M -$1.04M -21,475 -5%
State of Tennessee, Department of Treasury
15
State of Tennessee, Department of Treasury
Tennessee
$20.4M -$33.9K -700 -0.2%
SEI Investments
16
SEI Investments
Pennsylvania
$20.2M +$3.63M +74,937 +22%
MWP
17
Moller Wealth Partners
$17.2M +$14.6M +301,202 +607%
SFS
18
Summit Financial Strategies
Ohio
$14.8M +$290K +5,979 +2%
APCM
19
Alaska Permanent Capital Management
Alaska
$13.3M +$1.15M +23,795 +10%
MFP
20
Mosaic Financial Partners
California
$13.3M -$547K -11,278 -4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$12.5M +$12.1M +249,182 +4,170%
NYLIM
22
New York Life Investment Management
New York
$11.6M -$1.79M -37,000 -14%
JFG
23
JMG Financial Group
Illinois
$11.5M -$4.49M -92,631 -28%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$11.2M +$3.79M +78,158 +52%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$10.2M +$170K +3,502 +2%