Vanguard Short-Term Inflation-Protected Securities Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 02/11/2026 | 30.13 M | $1.49 B | 5.00% | 2.35% |
| LPL FINANCIAL LLC | 02/11/2026 | 18.49 M | $914.53 M | 5.96% | 1.42% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 10.37 M | $512.74 M | 22.12% | 0.79% |
| SEI INVESTMENTS CO | 02/13/2026 | 9.72 M | $480.70 M | 13.22% | 0.75% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 02/17/2026 | 6.91 M | $341.68 M | 39.35% | 0.53% |
| VALMARK ADVISERS, INC. | 01/26/2026 | 6.72 M | $332.19 M | 4.92% | 0.51% |
| FMR LLC | 02/17/2026 | 5.09 M | $251.84 M | -2.08% | 0.39% |
| MORGAN STANLEY | 02/13/2026 | 4.90 M | $242.31 M | 14.79% | 0.38% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 01/16/2026 | 4.65 M | $230.16 M | 8.21% | 0.36% |
| COLONY GROUP, LLC | 02/13/2026 | 4.25 M | $210.44 M | 18.68% | 0.33% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 4.19 M | $207.31 M | -44.76% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 3.85 M | $190.30 M | -0.66% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 3.70 M | $182.85 M | -2.87% | 0.28% |
| WEALTHFRONT ADVISERS LLC | 01/30/2026 | 3.63 M | $179.71 M | 395.95% | 0.28% |
| SAVANT CAPITAL, LLC | 02/10/2026 | 3.59 M | $177.80 M | 5.08% | 0.28% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 2.73 M | $134.86 M | 6.63% | 0.21% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.13 M | $105.56 M | 4.00% | 0.16% |
| KLINGMAN & ASSOCIATES, LLC | 01/29/2026 | 2.09 M | $103.24 M | 17.29% | 0.16% |
| ALESCO ADVISORS LLC | 01/28/2026 | 2.04 M | $100.84 M | 4.73% | 0.16% |
| EVOKE WEALTH, LLC | 02/06/2026 | 1.87 M | $92.26 M | 51.19% | 0.14% |
| STUDIO INVESTMENT MANAGEMENT LLC | 02/09/2026 | 1.82 M | $90.09 M | 5.72% | 0.14% |
| SATOVSKY ASSET MANAGEMENT LLC | 02/13/2026 | 1.66 M | $81.90 M | 3.73% | 0.13% |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 02/06/2026 | 1.57 M | $77.82 M | 7.49% | 0.12% |
| BETTERMENT LLC | 02/12/2026 | 1.56 M | $76.93 M | -5.09% | 0.12% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 1.48 M | $73.14 M | 100.00% | 0.11% |
| TRUE LINK FINANCIAL ADVISORS, LLC | 01/29/2026 | 1.45 M | $71.85 M | 6.78% | 0.11% |
| FIRST INTERSTATE BANK | 01/29/2026 | 1.38 M | $68.06 M | 100.00% | 0.11% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.19 M | $59.08 M | 2.70% | 0.09% |
| FUND EVALUATION GROUP, LLC | 02/11/2026 | 1.18 M | $58.55 M | -0.87% | 0.09% |
| BUCKINGHAM STRATEGIC PARTNERS | 02/11/2026 | 1.10 M | $54.46 M | -70.59% | 0.08% |
| FAIRWAY WEALTH LLC | 01/28/2026 | 1.10 M | $20.32 M | -0.47% | 0.08% |
| UBS GROUP AG | 01/29/2026 | 1.04 M | $51.50 M | -4.23% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 1.03 M | $51.04 M | -2.48% | 0.08% |
| ASSETMARK, INC | 01/23/2026 | 1.03 M | $50.82 M | 20.93% | 0.08% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 958.04 K | $47.38 M | -1.33% | 0.07% |
| GARDE CAPITAL, INC. | 02/10/2026 | 923.59 K | $45.68 M | 11.53% | 0.07% |
| BLEAKLEY FINANCIAL GROUP, LLC | 02/09/2026 | 920.00 K | $45.50 M | 6.30% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 908.54 K | $44.94 M | -1.35% | 0.07% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 906.21 K | $44.82 M | 3.14% | 0.07% |
| STRATEGIC FINANCIAL SERVICES, INC, | 02/09/2026 | 829.15 K | $41.21 M | 6.64% | 0.06% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 793.54 K | $39.25 M | 8.74% | 0.06% |
| ADVENTIST HEALTH SYSTEM/ WEST | 02/18/2026 | 766.01 K | $37.89 M | 0.00% | 0.06% |
| TRUST CO OF VERMONT | 01/16/2026 | 732.51 K | $36.23 M | 62.67% | 0.06% |
| EFFICIENT ADVISORS, LLC | 01/21/2026 | 713.17 K | $35.27 M | 2.90% | 0.05% |
| MOLLER FINANCIAL SERVICES | 01/08/2026 | 709.96 K | $35.11 M | 1.05% | 0.05% |
| BEACON CAPITAL MANAGEMENT, INC. | 02/12/2026 | 703.40 K | $34.79 M | -18.34% | 0.05% |
| LEONARD RICKEY INVESTMENT ADVISORS P.L.L.C. | 01/14/2026 | 681.59 K | $33.71 M | 12.80% | 0.05% |
| PACIFIC SAGE PARTNERS, LLC | 01/16/2026 | 680.52 K | $33.66 M | 10.82% | 0.05% |
| 01/29/2026 | 678.53 K | $33.56 M | 4.81% | 0.05% | |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 669.15 K | $33.10 M | 986.93% | 0.05% |
Vanguard Short-Term Inflation-Protected Securities Index Fund institutional Ownership - FAQ's
During the previous two years, 1153 institutional investors and hedge funds held shares of Vanguard Short-Term Inflation-Protected Securities Index Fund. The most heavily invested institutionals were:
Valmark Advisers, Inc.: 7.07 M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: 4.89 M
Wealthfront Advisers LLC: 4.86 M
Wealthspire Advisors, LLC: 4.46 M
ENVESTNET ASSET MANAGEMENT INC: 4.32 M
Savant Capital, LLC: 3.51 M
16.86% of Vanguard Short-Term Inflation-Protected Securities Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 256.12 M shares in the last 24 months. This purchase volume represents approximately $12.80 B in transactions.