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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
FIA
376
Foundations Investment Advisors
Arizona
$865K -$27.9K -572 -3%
PCA
377
Pallas Capital Advisors
Massachusetts
$862K -$4.58K -94 -0.5%
SRA
378
Secured Retirement Advisors
Minnesota
$856K +$105K +2,149 +14%
IWN
379
Independent Wealth Network
Iowa
$854K -$6.72K -138 -0.8%
PG
380
Prostatis Group
Maryland
$851K -$82.7K -1,698 -9%
EFS
381
Essex Financial Services
Connecticut
$851K +$243K +5,000 +40%
AWA
382
Arete Wealth Advisors
Illinois
$844K -$257K -5,279 -24%
WB
383
WesBanco Bank
West Virginia
$843K -$232K -4,766 -22%
AWM
384
AllSquare Wealth Management
New York
$840K -$1.75K -36 -0.2%
ClearBridge Investments
385
ClearBridge Investments
New York
$838K
LFAS
386
Level Four Advisory Services
Texas
$827K +$25.2K +517 +3%
SI
387
SimpliFi Inc
California
$825K -$144K -2,955 -15%
MSFS
388
Main Street Financial Solutions
Pennsylvania
$822K +$24.3K +500 +3%
WFP
389
Wrenne Financial Planning
Kentucky
$817K +$262K +5,384 +48%
BDF
390
Black Diamond Financial
Maryland
$816K -$20.4K -418 -2%
PS
391
Principal Securities
Iowa
$804K -$734K -15,080 -48%
SWM
392
Sagace Wealth Management
Florida
$789K +$30.4K +625 +4%
OHIS
393
Oak Harvest Investment Services
Texas
$788K +$190K +3,897 +32%
CWM
394
Cedar Wealth Management
California
$780K
William Blair & Company
395
William Blair & Company
Illinois
$773K +$31.1K +638 +4%
AW
396
Avion Wealth
Texas
$763K -$33.8K -694 -4%
CA
397
CoreCap Advisors
Michigan
$744K +$735K +15,095 New
JE
398
JMAC Enterprises
Pennsylvania
$738K -$3.26K -67 -0.4%
FFA
399
Farther Finance Advisors
California
$720K +$466K +9,571 +190%
ODA
400
One Degree Advisors
California
$718K -$3.46M -71,096 -83%

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.