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Vanguard Short-Term Inflation-Protected Securities Index Fund

698 hedge funds and large institutions have $6.91B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 261 increasing their positions, 295 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $685K | Put options by funds: $375K

17% more capital invested

Capital invested by funds: $5.91B → $6.91B (+$1.01B)

4.68% more ownership

Funds ownership: 54.07%58.75% (+4.7%)

4% less funds holding

Funds holding: 729698 (-31)

8% less funds holding in top 10

Funds holding in top 10: 5248 (-4)

12% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 295

30% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 77

Holders
698
Holders Change
-31
Holders Change %
-4.25%
% of All Funds
10.02%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.69%
New
54
Increased
261
Reduced
295
Closed
77
Calls
$685K
Puts
$375K
Net Calls
+$310K
Net Calls Change
-$612K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$951M +$904M +18,567,654 +2,586%
Goldman Sachs
2
Goldman Sachs
New York
$475M +$341M +6,995,047 +265%
SEI Investments
3
SEI Investments
Pennsylvania
$408M +$8.95M +183,771 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$309M -$21.2M -435,504 -6%
VA
5
Valmark Advisers
Ohio
$284M +$6.31M +129,479 +2%
CA
6
Cambridge Associates
Massachusetts
$212M -$32.3M -664,171 -13%
EWM
7
Empirical Wealth Management
Washington
$175M +$12.1M +248,382 +8%
Morgan Stanley
8
Morgan Stanley
New York
$173M -$7.69M -157,965 -4%
Bank of America
9
Bank of America
North Carolina
$169M -$13.2M -270,130 -7%
Betterment LLC
10
Betterment LLC
New York
$138M -$9.9M -203,372 -7%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$123M +$109M +2,231,343 +871%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$108M +$431K +8,846 +0.4%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$105M +$78.1M +1,604,209 +305%
WANY
14
Wealthspire Advisors (New York)
New York
$99.2M +$8.29M +170,173 +9%
AA
15
Alesco Advisors
New York
$90M +$2M +41,065 +2%
Wells Fargo
16
Wells Fargo
California
$87.5M -$11.9M -243,654 -12%
SC
17
Savant Capital
Illinois
$81.2M +$28.1M +576,329 +54%
HighTower Advisors
18
HighTower Advisors
Illinois
$76.6M +$1.09M +22,468 +1%
SAM
19
Satovsky Asset Management
New York
$72.2M +$1.5M +30,826 +2%
LPL Financial
20
LPL Financial
California
$70.7M -$1.97M -40,380 -3%
Charles Schwab
21
Charles Schwab
California
$66.9M -$3.32M -68,226 -5%
Corient Private Wealth
22
Corient Private Wealth
Florida
$65.4M +$1.37M +28,064 +2%
KA
23
Klingman & Associates
New York
$56.4M -$446K -9,161 -0.8%
UBS Group
24
UBS Group
Switzerland
$54.3M -$7.69M -157,842 -13%
AHSW
25
Adventist Health System West
California
$47.7M