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 | 11/26/2025 | 28.70 M | $1.45 B | 11.06% | 2.31% |
| LPL FINANCIAL LLC | 11/12/2025 | 17.45 M | $883.53 M | 5.06% | 1.41% |
| SEI INVESTMENTS CO | 11/13/2025 | 8.58 M | $434.63 M | -1.33% | 0.69% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 8.49 M | $429.79 M | -0.21% | 0.68% |
| WEALTHSPIRE ADVISORS, LLC | 11/14/2025 | 7.59 M | $384.15 M | 9.30% | 0.61% |
| VALMARK ADVISERS, INC. | 10/24/2025 | 6.40 M | $324.11 M | 4.30% | 0.52% |
| FMR LLC | 11/13/2025 | 5.20 M | $263.27 M | -2.87% | 0.42% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 11/13/2025 | 4.96 M | $250.79 M | 3.05% | 0.40% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 11/10/2025 | 4.30 M | $217.74 M | 5.30% | 0.35% |
| MORGAN STANLEY | 11/14/2025 | 4.27 M | $216.08 M | 0.48% | 0.34% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 3.87 M | $196.09 M | -5.13% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 3.81 M | $192.71 M | -3.22% | 0.31% |
| BUCKINGHAM STRATEGIC PARTNERS | 11/12/2025 | 3.74 M | $188.44 M | 20.18% | 0.30% |
| COLONY GROUP, LLC | 11/14/2025 | 3.58 M | $181.74 M | 10.87% | 0.29% |
| SAVANT CAPITAL, LLC | 11/05/2025 | 3.44 M | $174.26 M | 8.76% | 0.28% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 2.56 M | $129.47 M | 5.93% | 0.21% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 2.05 M | $103.90 M | 3.82% | 0.17% |
| ALESCO ADVISORS LLC | 10/29/2025 | 1.95 M | $98.56 M | 3.50% | 0.16% |
| KLINGMAN & ASSOCIATES, LLC | 10/27/2025 | 1.78 M | $90.10 M | 9.94% | 0.14% |
| STUDIO INVESTMENT MANAGEMENT LLC | 11/07/2025 | 1.72 M | $87.23 M | 10.25% | 0.14% |
| BETTERMENT LLC | 11/13/2025 | 1.64 M | $82.97 M | -5.44% | 0.13% |
| JANE STREET GROUP, LLC | 11/14/2025 | 1.61 M | $81.46 M | 100.00% | 0.13% |
| SATOVSKY ASSET MANAGEMENT LLC | 11/14/2025 | 1.60 M | $80.82 M | 3.81% | 0.13% |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 11/07/2025 | 1.46 M | $74.11 M | 100.00% | 0.12% |
| TRUE LINK FINANCIAL ADVISORS, LLC | 11/06/2025 | 1.36 M | $68.87 M | 46.00% | 0.11% |
| EVOKE WEALTH, LLC | 11/14/2025 | 1.23 M | $62.46 M | 14.66% | 0.10% |
| FUND EVALUATION GROUP, LLC | 11/12/2025 | 1.19 M | $60.46 M | 47.08% | 0.10% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.16 M | $58.89 M | -3.50% | 0.09% |
| FAIRWAY WEALTH LLC | 10/30/2025 | 1.11 M | $20.21 M | 2.93% | 0.09% |
| UBS GROUP AG | 11/13/2025 | 1.09 M | $55.05 M | 0.05% | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 1.06 M | $53.58 M | 6.37% | 0.09% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 971.00 K | $49.16 M | -0.65% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 920.96 K | $46.64 M | 97.23% | 0.07% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 878.65 K | $44.49 M | 9.44% | 0.07% |
| BLEAKLEY FINANCIAL GROUP, LLC | 11/10/2025 | 865.50 K | $43.82 M | 8.17% | 0.07% |
| BEACON CAPITAL MANAGEMENT, INC. | 10/16/2025 | 861.38 K | $43.61 M | -29.60% | 0.07% |
| ASSETMARK, INC | 11/06/2025 | 849.73 K | $43.02 M | 3.31% | 0.07% |
| GARDE CAPITAL, INC. | 12/16/2025 | 828.14 K | $41.93 M | 11.10% | 0.07% |
| STRATEGIC FINANCIAL SERVICES, INC, | 11/14/2025 | 777.53 K | $39.37 M | 2.51% | 0.06% |
| ADVENTIST HEALTH SYSTEM/ WEST | 10/21/2025 | 766.01 K | $38.78 M | 0.00% | 0.06% |
| WEALTHFRONT ADVISERS LLC | 11/06/2025 | 732.61 K | $37.09 M | -1.87% | 0.06% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 730.30 K | $36.98 M | -30.82% | 0.06% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 729.73 K | $36.95 M | 24.50% | 0.06% |
| MOLLER FINANCIAL SERVICES | 10/06/2025 | 702.58 K | $35.57 M | 3.55% | 0.06% |
| EFFICIENT ADVISORS, LLC | 11/10/2025 | 693.10 K | $35.09 M | 9.12% | 0.06% |
| CERITY PARTNERS LLC | 10/22/2025 | 651.00 K | $32.96 M | 8.33% | 0.05% |
| 01/28/2026 | 647.39 K | $32.78 M | 7.28% | 0.05% | |
| MAROTTA ASSET MANAGEMENT | 10/16/2025 | 640.50 K | $32.05 M | 2.28% | 0.05% |
| ALTFEST L J & CO INC | 10/21/2025 | 640.17 K | $32.41 M | 78.30% | 0.05% |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 11/13/2025 | 633.09 K | $32.05 M | -25.69% | 0.05% |
Vanguard Short-Term Inflation-Protected Securities Index Fund institutional Ownership - FAQ's
During the previous two years, 816 institutional investors and hedge funds held shares of Vanguard Short-Term Inflation-Protected Securities Index Fund. The most heavily invested institutionals were:
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: 4.65 M
Fairway Wealth LLC: 1.1 M
TRUST CO OF VERMONT: 732,514
Pacific Sage Partners, LLC: 680,517
SILVER OAK WEALTH ADVISORS SERVICES, LLC: 623,127
Greystone Financial Group, LLC: 581,891
16.39% of Vanguard Short-Term Inflation-Protected Securities Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 185.70 M shares in the last 24 months. This purchase volume represents approximately $9.23 B in transactions.