Stock ownership · SEC 13F · Q4 2025

VANGUARD SHRT INF PROT

Who owns VANGUARD SHRT INF PROT (CUSIP 922020805)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$7.0M
Reported value
7
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, VANGUARD SHRT INF PROT ranks #508 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 7 institutions report $7.0M as of Q4 2025, with ownership dominated by its top few institutional owners.

7
institutions hold it
$7.0M
reported 13F value
100%
held by top 5
#508
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, VANGUARD SHRT INF PROT ranks #508 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 922020805 · Q4 2025 $7M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-LIGHT #508/775
  • HOLDERS-FOCUS 7 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH PRICE T ROWE GROUP
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: PRICE T ROWE GROUP INC

Read with: Ownership concentration guide - VANGUARD SHRT INF PROT's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · VANGUARD SHRT INF PROT

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

VANGUARD SHRT INF PROT · thi…$7MPRICE T ROWE GROUP · near$7MISHARES SEMICONDUCTOR · near$7MBROADRIDGE FINL SOLUTION · n…$7MKIMBERLY CLARK · near$7M
Aggregate reported institutional value ($)
Largest institutional holders of VANGUARD SHRT INF PROT
  1. 1
    TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $6.0M
  2. 2
    OakTrust Wealth Advisors, LLC $533K
  3. 3
    KW WEALTH MANAGEMENT LLC $262K
  4. 4
    Anchor Investment Management, LLC $117K
  5. 5
    TD Capital Management LLC $114K
  6. 6
    MidFirst Bank $8K

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a VANGUARD SHRT INF PROT position has risen from 4 to 7 over the last 8 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 7
Distinct 13F filers holding VANGUARD SHRT INF PROT, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 120,548 $6.0M 85.1%
2 OakTrust Wealth Advisors, LLC 10,783 $533K 7.6%
3 KW WEALTH MANAGEMENT LLC 5,292 $262K 3.7%
4 Anchor Investment Management, LLC 2,371 $117K 1.7%
5 TD Capital Management LLC 2,298 $114K 1.6%
6 MidFirst Bank 170 $8K 0.1%
7 Strategic Investment Solutions, Inc. /IL 125 $6K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD SHRT INF PROT's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
92.4%
Shared-defined discretion (DFND)
7.6%

Frequently Asked Questions

How many institutions hold VANGUARD SHRT INF PROT?▼
VANGUARD SHRT INF PROT is held by 7 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does VANGUARD SHRT INF PROT sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, VANGUARD SHRT INF PROT ranks #508 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of VANGUARD SHRT INF PROT?▼
Institutions report $7.0M of VANGUARD SHRT INF PROT as of Q4 2025.
How concentrated is ownership of VANGUARD SHRT INF PROT?▼
The top five institutional holders account for 100% of the reported institutional value in VANGUARD SHRT INF PROT, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of VANGUARD SHRT INF PROT?▼
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC is the largest reported holder of VANGUARD SHRT INF PROT with $6.0M across 120,548 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for VANGUARD SHRT INF PROT: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($7.0M here).

PRICE T ROWE GROUP INC $7.0M ISHARES SEMICONDUCTOR $7.0M BROADRIDGE FINL SOLUTION $7.0M KIMBERLY CLARK CORP $7.0M

Similar holder count

Nearest stocks by number of disclosing 13F holders (7 here).

AFLAC INC 7 ALNYLAM PHARMACEUTICALS INC 7 AMETEK INC 7 ANALOG DEVICES INC 7

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.