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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
LNB
351
Ledyard National Bank
$1.08M -$48.7K -1,000 -4%
EIA
352
Eldridge Investment Advisors
New Hampshire
$1.07M -$9.69K -199 -0.9%
SW
353
SteelPeak Wealth
California
$1.06M -$52.6K -1,081 -5%
PHWM
354
Pine Harbor Wealth Management
Maryland
$1.05M -$1.31M -26,912 -56%
FA
355
FC Advisory
Pennsylvania
$1.05M -$23.9K -491 -2%
AFA
356
Arlington Financial Advisors
California
$1.05M +$39K +801 +4%
JHCP
357
Jackson Hole Capital Partners
Oklahoma
$1M -$171K -3,515 -15%
CFAM
358
Center For Asset Management
Florida
$998K +$24.8K +509 +3%
AF
359
Advisornet Financial
Minnesota
$997K +$50.1K +1,029 +5%
AFG
360
Atomi Financial Group
New York
$992K +$979K +20,113 New
AI
361
Atria Investments
North Carolina
$971K -$301K -6,171 -24%
Pathstone Holdings
362
Pathstone Holdings
New Jersey
$965K +$195 +4 +0%
BWM
363
Brophy Wealth Management
New Hampshire
$948K +$937K +19,232 New
KAM
364
Kraft Asset Management
Tennessee
$943K +$108K +2,221 +13%
GFG
365
Greystone Financial Group
Michigan
$934K +$922K +18,941 New
CAAM
366
Cornerstone Advisors Asset Management
Pennsylvania
$929K
JSL
367
JT Stratford LLC
Georgia
$925K +$77.8K +1,597 +9%
UA
368
Unison Advisors
District of Columbia
$924K +$8.33K +171 +0.9%
NRI
369
NFP Retirement Inc
California
$923K -$259K -5,311 -22%
GWP
370
Gateway Wealth Partners
Wisconsin
$914K +$903K +18,539 New
PWS
371
Physician Wealth Solutions
Nevada
$892K +$95.2K +1,954 +12%
HWM
372
Hemington Wealth Management
Virginia
$883K -$1.31K -27 -0.1%
MFIM
373
Mesirow Financial Investment Management
Illinois
$879K +$405K +8,317 +88%
SAM
374
SignalPoint Asset Management
Missouri
$870K +$4.63K +95 +0.5%
DA
375
Denali Advisors
California
$866K +$855K +17,562 New

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.