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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
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$1.58M -$164K -3,371 -10%
SAM
302
S.A. Mason
Michigan
$1.57M
AAS
303
Ameritas Advisory Services
Nebraska
$1.55M +$48K +985 +3%
TFA
304
Tranquilli Financial Advisor
New Jersey
$1.53M +$551K +11,320 +58%
CL
305
Choreo LLC
Illinois
$1.53M -$1.56K -32 -0.1%
MAA
306
Mraz Amerine & Associates
California
$1.52M -$97K -1,992 -6%
GC
307
Guggenheim Capital
Illinois
$1.5M +$102K +2,102 +7%
HA
308
Hanover Advisors
South Carolina
$1.49M -$69.5K -1,427 -5%
RRA
309
Round Rock Advisors
Connecticut
$1.49M -$212K -4,358 -13%
BIM
310
Breakwater Investment Management
Washington
$1.48M -$49.2K -1,011 -3%
CFD
311
Creative Financial Designs
Indiana
$1.46M -$6.72K -138 -0.5%
LAM
312
Lakewood Asset Management
Illinois
$1.43M +$51.6K +1,060 +4%
GEM
313
Global Endowment Management
North Carolina
$1.39M
SCM
314
Sage Capital Management
New Jersey
$1.38M -$86.2K -1,771 -6%
FA
315
FDx Advisors
Illinois
$1.37M -$50.5K -1,038 -4%
MSA
316
Marathon Strategic Advisors
Pennsylvania
$1.35M -$78.7K -1,616 -6%
TPCW
317
TD Private Client Wealth
New York
$1.35M -$312K -6,411 -19%
IFG
318
Independent Financial Group
California
$1.34M -$282K -5,798 -18%
National Bank of Canada
319
National Bank of Canada
Quebec, Canada
$1.34M -$109K -2,248 -8%
KOC
320
Koss-Olinger Consulting
Florida
$1.32M -$974 -20 -0.1%
PAS
321
Park Avenue Securities
New York
$1.29M -$504K -10,353 -28%
SF
322
Synovus Financial
Georgia
$1.28M +$515K +10,566 +68%
CFGS
323
Concourse Financial Group Securities
Alabama
$1.27M +$150K +3,081 +14%
HL
324
HeadInvest LLC
Maine
$1.27M +$358K +7,357 +40%
LFG
325
Larson Financial Group
Missouri
$1.26M +$16.4K +337 +1%

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.