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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
SFP
276
Sterling Financial Planning
New Jersey
$1.85M +$120K +2,454 +7%
RW
277
Rede Wealth
Virginia
$1.85M -$580K -11,902 -24%
GJIA
278
Glass Jacobson Investment Advisors
Maryland
$1.81M +$190K +3,898 +12%
TGCMU
279
Titan Global Capital Management USA
New York
$1.81M +$249K +5,114 +16%
MWM
280
Modera Wealth Management
New Jersey
$1.79M +$22.9K +471 +1%
LRPA
281
L. Roy Papp & Associates
Arizona
$1.79M -$4.87K -100 -0.3%
Janney Montgomery Scott
282
Janney Montgomery Scott
Pennsylvania
$1.77M -$308K -6,331 -15%
SC
283
Scotia Capital
Ontario, Canada
$1.76M -$3.63M -74,462 -68%
FCIM
284
Fairview Capital Investment Management
California
$1.75M +$15.8K +325 +0.9%
G
285
GenTrust
Florida
$1.75M -$80.7K -1,657 -4%
TC
286
TownSquare Capital
Utah
$1.75M +$207K +4,258 +14%
Susquehanna International Group
287
Susquehanna International Group
Pennsylvania
$1.74M +$1.49M +30,650 +664%
Nisa Investment Advisors
288
Nisa Investment Advisors
Missouri
$1.72M -$3.98M -81,800 -70%
AI
289
ArchPoint Investors
Florida
$1.71M
HHRDM
290
H&H Retirement Design & Management
Nevada
$1.7M +$104K +2,133 +7%
EWA
291
Exencial Wealth Advisors
Oklahoma
$1.69M -$53.8K -1,105 -3%
BWM
292
Brown Wealth Management
Illinois
$1.67M +$216K +4,428 +15%
YCG
293
Yeomans Consulting Group
Georgia
$1.66M -$587K -12,044 -26%
GIM
294
Guild Investment Management
California
$1.63M -$508K -10,430 -24%
Baird Financial Group
295
Baird Financial Group
Wisconsin
$1.61M -$165K -3,395 -9%
AI
296
AXS Investments
New York
$1.6M -$410K -8,416 -21%
Comerica Bank
297
Comerica Bank
Texas
$1.6M -$151K -3,101 -9%
AWM
298
Aries Wealth Management
Maine
$1.59M +$97.4K +2,000 +7%
CW
299
CreativeOne Wealth
Kansas
$1.59M +$480K +9,854 +44%
PHS
300
Pekin Hardy Strauss
Illinois
$1.58M -$32.3K -663 -2%

VTIP Hedge Fund Activity: Q3 2024 in Review

698 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2024, worth a combined $6.91B — up 17% from $5.91B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of VTIP and 54 opened new positions — a net loss of 23 holders — while 295 trimmed existing stakes and 261 added.

The largest buyer was JP Morgan Chase, adding an estimated $904M. The largest seller was Heritage Wealth Advisors, cutting an estimated $234M.

  • 698 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2024, down from 729 in Q2 2024.
  • Funds reported $6.91B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2024, up 17% quarter-over-quarter.
  • 54 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2024 and 77 closed out, a net change of -23 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2024 was JP Morgan Chase, an estimated $904M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2024 was Heritage Wealth Advisors, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2024.