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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
CA
326
Continuum Advisory
Idaho
$1.26M -$45.8K -940 -4%
OAM
327
Oppenheimer Asset Management
New York
$1.26M +$41.9K +860 +3%
MWM
328
Merriman Wealth Management
Washington
$1.26M +$279K +5,730 +29%
HNB
329
Huntington National Bank
Ohio
$1.24M
CAG
330
Csenge Advisory Group
Florida
$1.23M +$90.2K +1,852 +8%
MSF
331
Mustard Seed Financial
Arkansas
$1.23M +$11.9K +244 +1%
PFS
332
Prospera Financial Services
Texas
$1.19M -$93.6K -1,922 -7%
FCI
333
Financial Counselors Inc
Kansas
$1.18M -$379K -7,780 -24%
GL
334
Graypoint LLC
New York
$1.17M +$224K +4,600 +24%
AWA
335
Archvest Wealth Advisors
California
$1.17M -$4.33M -88,919 -79%
SP
336
Successful Portfolios
Florida
$1.17M -$234K -4,804 -17%
BWM
337
Bulltick Wealth Management
Florida
$1.16M -$396K -8,124 -26%
Citadel Advisors
338
Citadel Advisors
Florida
$1.16M -$918K -18,842 -45%
MA
339
Mutual Advisors
Nebraska
$1.15M -$83.5K -1,715 -7%
LG
340
Leuthold Group
Minnesota
$1.15M -$14.1K -290 -1%
MWM
341
Maltin Wealth Management
New Jersey
$1.15M +$8.67K +178 +0.8%
WTB
342
Washington Trust Bank
Washington
$1.15M -$46.7K -959 -4%
AWM
343
Apollon Wealth Management
South Carolina
$1.14M -$6.82M -140,103 -86%
SRWM
344
Shira Ridge Wealth Management
California
$1.13M -$1.63M -33,519 -59%
GWM
345
Geneos Wealth Management
Colorado
$1.13M +$1.11M +22,883 +30,109%
MSAM
346
Moloney Securities Asset Management
Missouri
$1.11M +$11.4K +234 +1%
KPP
347
Kings Path Partners
Texas
$1.11M +$215K +4,411 +24%
SGI
348
Summit Global Investments
Utah
$1.11M -$32.4K -666 -3%
SF
349
Summit Financial
New Jersey
$1.1M +$73.6K +1,512 +7%
PTC
350
Private Trust Company
Ohio
$1.09M +$193K +3,963 +22%

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.