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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
WG
401
Wealth Group
North Carolina
$714K +$108K +2,219 +18%
LSIA
402
LaSalle St. Investment Advisors
Illinois
$711K +$92.8K +1,905 +15%
LWANC
403
Laurel Wealth Advisors (North Carolina)
North Carolina
$708K
SOS
404
Silver Oak Securities
Tennessee
$706K +$647K +13,296 +1,328%
FLPIM
405
F.L. Putnam Investment Management
Massachusetts
$705K -$28K -574 -4%
EWA
406
EP Wealth Advisors
California
$699K +$365K +7,502 +112%
MPW
407
MGO Private Wealth
California
$688K -$64.7K -1,328 -9%
MG
408
Mather Group
Illinois
$683K -$1.57M -32,294 -70%
ECA
409
Elevated Capital Advisors
Utah
$682K +$674K +13,838 New
MIS
410
Morningstar Investment Services
Illinois
$682K -$26.9M -552,204 -98%
NL
411
NWAM LLC
Washington
$679K +$670K +13,764 New
MSCM
412
McElhenny Sheffield Capital Management
Texas
$663K
CIBC Private Wealth Group
413
CIBC Private Wealth Group
Georgia
$662K -$608K -12,484 -48%
SWP
414
Stratos Wealth Partners
Ohio
$653K -$546K -11,211 -46%
SEP
415
Southland Equity Partners
Missouri
$643K +$35.3K +725 +6%
PHIMC
416
Private Harbour Investment Management & Counsel
Ohio
$637K -$12.2K -250 -2%
CM
417
Columbus Macro
Pennsylvania
$630K -$6.82K -140 -1%
TFP
418
Tilia Fiduciary Partners
North Carolina
$630K -$144K -2,963 -19%
HI
419
Harbour Investments
Wisconsin
$623K -$60K -1,232 -9%
SA
420
Stewardship Advisors
Pennsylvania
$621K +$614K +12,602 New
ETC
421
Exchange Traded Concepts
Oklahoma
$621K +$613K +12,596 New
CT
422
Caldwell Trust
Florida
$619K -$24.3K -500 -4%
PIMG
423
Patriot Investment Management Group
Tennessee
$618K -$14.9K -305 -2%
AGA
424
Arkos Global Advisors
Texas
$617K -$14.2K -292 -2%
BW
425
BIP Wealth
Georgia
$597K +$185K +3,797 +46%

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.