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Vanguard Short-Term Inflation-Protected Securities Index Fund

728 hedge funds and large institutions have $5.91B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 233 increasing their positions, 326 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,002% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $92K

32% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 56

3.68% more ownership

Funds ownership: 50.38%54.06% (+3.7%)

2% more funds holding

Funds holding: 717728 (+11)

1% more capital invested

Capital invested by funds: $5.85B → $5.91B (+$60.3M)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

29% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 326

Holders
728
Holders Change
+11
Holders Change %
+1.53%
% of All Funds
10.52%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.75%
New
74
Increased
233
Reduced
326
Closed
56
Calls
$1.01M
Puts
$92K
Net Calls
+$922K
Net Calls Change
-$289K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$393M +$10.2M +212,449 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$325M -$37.5M -780,181 -10%
VA
3
Valmark Advisers
Ohio
$273M +$11.9M +248,393 +5%
CA
4
Cambridge Associates
Massachusetts
$241M +$169M +3,508,043 +242%
HWA
5
Heritage Wealth Advisors
Virginia
$234M +$6.75M +140,324 +3%
Bank of America
6
Bank of America
North Carolina
$180M -$10.2M -212,014 -5%
Morgan Stanley
7
Morgan Stanley
New York
$178M -$23.9M -496,370 -12%
EWM
8
Empirical Wealth Management
Washington
$160M +$4.9M +101,841 +3%
Betterment LLC
9
Betterment LLC
New York
$146M -$16.1M -334,239 -10%
Goldman Sachs
10
Goldman Sachs
New York
$128M +$36.5M +758,804 +40%
BSW
11
Buckingham Strategic Wealth
Missouri
$117M +$9.07M +188,598 +9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$106M -$8.92M -185,496 -8%
Wells Fargo
13
Wells Fargo
California
$98M -$3.44M -71,435 -3%
WANY
14
Wealthspire Advisors (New York)
New York
$89.4M +$5.57M +115,891 +7%
AA
15
Alesco Advisors
New York
$86.6M +$298K +6,201 +0.3%
HighTower Advisors
16
HighTower Advisors
Illinois
$74.3M -$1.86M -38,712 -2%
LPL Financial
17
LPL Financial
California
$71.5M -$5.73M -119,122 -7%
SAM
18
Satovsky Asset Management
New York
$69.6M +$15.8M +328,106 +30%
Charles Schwab
19
Charles Schwab
California
$69.1M -$4.24M -88,165 -6%
Corient Private Wealth
20
Corient Private Wealth
Florida
$63M +$3.7M +77,015 +6%
UBS Group
21
UBS Group
Switzerland
$61.1M -$9.2M -191,206 -13%
KA
22
Klingman & Associates
New York
$55.9M -$2.77M -57,610 -5%
SC
23
Savant Capital
Illinois
$51.9M +$16.2M +337,701 +46%
Franklin Resources
24
Franklin Resources
California
$51.7M -$8.55M -177,825 -14%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$49.2M -$1.9M -39,417 -4%