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Vanguard Short-Term Inflation-Protected Securities Index Fund
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Overview Fund Activity

756 hedge funds and large institutions have $6.72B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 233 increasing their positions, 337 reducing their positions, and 84 closing their positions.

Holders
756
Holders Change
+29
Holders Change %
+3.99%
% of All Funds
11.09%
Holding in Top 10
65
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-14.47%
% of All Funds
0.95%
New
121
Increased
233
Reduced
337
Closed
84
Calls
$2.28M
Puts
$1.3M
Net Calls
+$984K
Net Calls Change
-$932K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$634M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$67.1M
3
WANY
3
Wealthspire Advisors (New York)
New York
$73.9M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$43.7M
5
MIS
5
Morningstar Investment Services
Illinois
$61.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$39.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$535M
3
UBS Group
3
UBS Group
Switzerland
$86.9M
4
G
4
GenTrust
Florida
$4.88M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$634M 13,341,134 +6,162,560 +86%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$535M 11,262,939 -4,746,465 -30%
SEI Investments
3
SEI Investments
Pennsylvania
$313M 6,598,769 -104,439 -2%
VA
4
Valmark Advisers
Ohio
$248M 5,232,082 +114,300 +2%
Betterment LLC
5
Betterment LLC
New York
$224M 4,724,307 -648,379 -12%
HWA
6
Heritage Wealth Advisors
Virginia
$214M 4,500,471 +160,020 +4%
Bank of America
7
Bank of America
North Carolina
$208M 4,373,328 -291,008 -6%
EWM
8
Empirical Wealth Management
Washington
$146M 3,079,163 +228,055 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$118M 2,483,393 +558,514 +29%
Wells Fargo
10
Wells Fargo
California
$117M 2,458,240 -559,380 -19%
BSW
11
Buckingham Strategic Wealth
Missouri
$92.2M 1,941,568 +108,507 +6%
Goldman Sachs
12
Goldman Sachs
New York
$92.1M 1,938,631 -8,826 -0.5%
LPL Financial
13
LPL Financial
California
$87.6M 1,845,100 -98,200 -5%
UBS Group
14
UBS Group
Switzerland
$86.9M 1,829,907 -1,329,709 -42%
AA
15
Alesco Advisors
New York
$82.7M 1,741,068 +37,283 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$78.9M 1,661,150 +240,207 +17%
Charles Schwab
17
Charles Schwab
California
$74.8M 1,575,718 -158,736 -9%
WANY
18
Wealthspire Advisors (New York)
New York
$73.9M 1,555,510 +926,461 +147%
KA
19
Klingman & Associates
New York
$69.2M 1,457,326 +137,239 +10%
BCMIO
20
Beacon Capital Management Inc (Ohio)
Ohio
$67.1M 1,413,005 +1,413,005 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$64M 1,348,440 -10,616 -0.8%
MIS
22
Morningstar Investment Services
Illinois
$61.6M 1,297,131 +639,201 +97%
CA
23
Cambridge Associates
Massachusetts
$59M 1,242,259 -118,383 -9%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$58M 1,220,755 +68,768 +6%
Franklin Resources
25
Franklin Resources
California
$57.5M 1,210,182 -100,200 -8%
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