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Vanguard Short-Term Inflation-Protected Securities Index Fund

776 hedge funds and large institutions have $7.21B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 357 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $1.76M

4% less funds holding

Funds holding: 812776 (-36)

9.91% less ownership

Funds ownership: 57.1%47.18% (-9.9%)

14% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 93

16% less funds holding in top 10

Funds holding in top 10: 10992 (-17)

32% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 357

37% less capital invested

Capital invested by funds: $11.4B → $7.21B (-$4.19B)

Holders
776
Holders Change
-36
Holders Change %
-4.43%
% of All Funds
12.37%
Holding in Top 10
92
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.6%
% of All Funds
1.47%
New
80
Increased
243
Reduced
357
Closed
93
Calls
$5.32M
Puts
$1.76M
Net Calls
+$3.56M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$760M -$20.5M -435,491 -3%
Betterment LLC
2
Betterment LLC
New York
$346M -$47.5M -1,008,955 -12%
Bank of America
3
Bank of America
North Carolina
$325M -$56.4M -1,198,269 -15%
SEI Investments
4
SEI Investments
Pennsylvania
$310M +$12.3M +260,851 +4%
VA
5
Valmark Advisers
Ohio
$233M +$6.86M +145,634 +3%
HWA
6
Heritage Wealth Advisors
Virginia
$208M +$2.41M +51,148 +1%
UBS Group
7
UBS Group
Switzerland
$192M -$25.3M -536,557 -12%
Wells Fargo
8
Wells Fargo
California
$176M -$50.9M -1,081,612 -23%
EWM
9
Empirical Wealth Management
Washington
$110M +$143K +3,035 +0.1%
Goldman Sachs
10
Goldman Sachs
New York
$108M -$450M -9,557,685 -81%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$105M -$29.6M -628,173 -22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$103M +$4.29M +91,157 +4%
LPL Financial
13
LPL Financial
California
$98.4M -$26.5M -563,366 -22%
TAIM
14
TD Ameritrade Investment Management
Nebraska
$97M -$6.58M -139,739 -6%
Ameriprise
15
Ameriprise
Minnesota
$94.7M -$9.18M -195,003 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$83.1M -$146K -3,091 -0.2%
AA
17
Alesco Advisors
New York
$82.6M +$664K +14,104 +0.8%
BSW
18
Buckingham Strategic Wealth
Missouri
$77.1M
Franklin Resources
19
Franklin Resources
California
$71.7M +$656K +13,924 +0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$66.4M -$14.8M -314,617 -18%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$66.1M -$4.45M -94,454 -6%
HCC
22
Hirtle Callaghan & Co
Pennsylvania
$61.2M +$50.7M +1,077,727 +533%
HighTower Advisors
23
HighTower Advisors
Illinois
$60.6M -$3.83M -81,265 -6%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$58.1M -$131K -2,776 -0.2%
KA
25
Klingman & Associates
New York
$55.9M +$2.13M +45,252 +4%