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Vanguard Short-Term Inflation-Protected Securities Index Fund

328 hedge funds and large institutions have $3.9B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 127 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

1.47% more ownership

Funds ownership: 60.85%62.32% (+1.5%)

5% more capital invested

Capital invested by funds: $3.72B → $3.9B (+$179M)

4% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 122

0% more funds holding

Funds holding: 328328 (0)

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

Holders
328
Holders Change
Holders Change %
0%
% of All Funds
7.12%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
37
Increased
127
Reduced
122
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$412M +$69.4M +1,417,685 +20%
JP Morgan Chase
2
JP Morgan Chase
New York
$312M +$17.1M +349,989 +6%
Betterment LLC
3
Betterment LLC
New York
$296M +$15.1M +308,409 +5%
VA
4
Valmark Advisers
Ohio
$268M -$2.25M -45,861 -0.8%
SEI Investments
5
SEI Investments
Pennsylvania
$228M +$14.5M +295,589 +7%
Goldman Sachs
6
Goldman Sachs
New York
$163M +$8.86M +180,936 +6%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$117M +$5.98M +122,028 +5%
FT
8
Fiduciary Trust
Massachusetts
$114M +$6.19M +126,491 +6%
Bank of America
9
Bank of America
North Carolina
$92.3M -$15M -306,401 -14%
Morgan Stanley
10
Morgan Stanley
New York
$89.8M +$4.03M +82,217 +5%
PWPCM
11
Perella Weinberg Partners Capital Management
New York
$82.6M -$52.1M -1,064,165 -39%
Wells Fargo
12
Wells Fargo
California
$76.2M -$19.9M -405,588 -21%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.6M +$367K +7,497 +0.5%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$69.2M +$3.09M +63,182 +5%
EWM
15
Empirical Wealth Management
Washington
$67.6M +$7.64M +155,994 +13%
AA
16
Alesco Advisors
New York
$63.8M -$1.44M -29,385 -2%
BCMIO
17
Beacon Capital Management Inc (Ohio)
Ohio
$61.9M +$61.5M +1,255,606 New
Creative Planning
18
Creative Planning
Kansas
$46M +$45.4M +926,349 +14,574%
BS
19
Banco Santander
Spain
$43.9M -$23.1K -472 -0.1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$42.3M -$2.9M -59,265 -6%
AWA
21
Alaska Wealth Advisors
Alaska
$39.5M
APCM
22
Alaska Permanent Capital Management
Alaska
$30.9M +$4.04M +82,582 +15%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$29.9M +$2.22M +45,279 +8%
KA
24
Klingman & Associates
New York
$27.8M +$2.92M +59,692 +12%
LPL Financial
25
LPL Financial
California
$27.6M -$3.65M -74,517 -12%