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Vanguard Short-Term Inflation-Protected Securities Index Fund

154 hedge funds and large institutions have $1.3B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

51% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 43

9% more capital invested

Capital invested by funds: $1.19B → $1.3B (+$109M)

4% more funds holding

Funds holding: 148154 (+6)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
4.11%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.4%
New
21
Increased
65
Reduced
43
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
$180M +$4.82M +98,201 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$129M +$11.8M +239,536 +10%
UCFA
3
United Capital Financial Advisors
Texas
$128M +$13.6M +277,329 +12%
JP Morgan Chase
4
JP Morgan Chase
New York
$82.5M +$13.4M +273,167 +20%
FT
5
Fiduciary Trust
Massachusetts
$56.9M +$2.79M +56,879 +5%
AA
6
Alesco Advisors
New York
$51.6M +$51.2M +1,042,340 New
Morgan Stanley
7
Morgan Stanley
New York
$43M +$7.95M +161,796 +23%
Betterment LLC
8
Betterment LLC
New York
$41.4M +$7.27M +147,875 +21%
EWM
9
Empirical Wealth Management
Washington
$38.8M +$1.77M +35,932 +5%
BJ
10
Brouwer & Janachowski
California
$37.2M +$4.3M +87,573 +13%
Bank of America
11
Bank of America
North Carolina
$29.3M +$8.06M +163,980 +38%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.1M +$2.56M +52,055 +10%
SEI Investments
13
SEI Investments
Pennsylvania
$25.1M +$4.67M +95,080 +23%
BIA
14
Barry Investment Advisors
Massachusetts
$25.1M -$358K -7,296 -1%
State of Tennessee, Department of Treasury
15
State of Tennessee, Department of Treasury
Tennessee
$23.9M +$3.34M +68,000 +16%
WCM
16
Windham Capital Management
Massachusetts
$19.2M -$30.2M -615,374 -61%
Wells Fargo
17
Wells Fargo
California
$18.7M +$10.9M +222,388 +143%
FTUS
18
Flow Traders U.S.
New York
$15.1M +$15M +304,450 New
SFS
19
Summit Financial Strategies
Ohio
$15M +$150K +3,062 +1%
APCM
20
Alaska Permanent Capital Management
Alaska
$14.5M +$1.08M +21,990 +8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$14.2M +$1.59M +32,413 +13%
MFP
22
Mosaic Financial Partners
California
$13.7M +$313K +6,364 +2%
AssetMark Inc
23
AssetMark Inc
California
$12.9M -$28.7M -585,058 -69%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$12.1M +$731K +14,883 +7%
JFG
25
JMG Financial Group
Illinois
$11.7M +$120K +2,444 +1%