We are live on ! Find out more
VTIP icon

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
SCA
451
Snowden Capital Advisors
New York
$499K -$16.7K -342 -3%
EAM
452
Evanson Asset Management
California
$498K +$1.8K +37 +0.4%
CC
453
Courier Capital
New York
$497K -$592K -12,161 -55%
RFP
454
Root Financial Partners
California
$485K +$2.39K +49 +0.5%
BCM
455
Brookstone Capital Management
Illinois
$482K -$6.2M -127,397 -93%
IAN
456
Integrated Advisors Network
Texas
$481K -$2.58K -53 -0.5%
BI
457
Beckerman Institutional
New Jersey
$481K +$475K +9,761 New
HWA
458
Heritage Wealth Advisors
Virginia
$479K -$234M -4,809,263 -100%
Kovitz Investment Group Partners
459
Kovitz Investment Group Partners
Illinois
$478K +$572K +11,750 New
BNP Paribas Financial Markets
460
BNP Paribas Financial Markets
France
$477K -$396K -8,137 -46%
DWM
461
Dakota Wealth Management
Florida
$476K +$1.31K +27 +0.3%
M&T Bank
462
M&T Bank
New York
$472K +$466K +9,575 New
SSB
463
Sandy Spring Bank
Maryland
$471K -$3.41K -70 -0.7%
SVWG
464
Shared Vision Wealth Group
United States
$469K
APP
465
Avantax Planning Partners
Iowa
$446K +$26.1K +536 +6%
RCM
466
Radnor Capital Management
Pennsylvania
$444K +$438K +9,000 New
SIA
467
Strategic Investment Advisors
Michigan
$431K +$37.4K +769 +10%
CP
468
Creekside Partners
California
$430K -$974 -20 -0.2%
CA
469
Claris Advisors
Missouri
$429K +$96.9K +1,989 +30%
MCCP
470
Mission Creek Capital Partners
California
$428K +$423K +8,681 New
MSG
471
Main Street Group
Virginia
$425K -$89.3K -1,833 -18%
GM
472
GeoWealth Management
Illinois
$420K -$6.04K -124 -1%
FHA
473
First Horizon Advisors
Tennessee
$418K -$47.5K -975 -10%
EFG
474
Embree Financial Group
Illinois
$409K -$44.4K -912 -10%
CMA
475
Cedar Mountain Advisors
Oregon
$409K +$403K +8,285 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.