We are live on ! Find out more
VTIP icon

Vanguard Short-Term Inflation-Protected Securities Index Fund

718 hedge funds and large institutions have $5.85B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 234 increasing their positions, 334 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,682% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $72K

2.54% less ownership

Funds ownership: 52.93%50.39% (-2.5%)

6% less funds holding

Funds holding: 761718 (-43)

13% less capital invested

Capital invested by funds: $6.72B → $5.85B (-$877M)

14% less funds holding in top 10

Funds holding in top 10: 6556 (-9)

30% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 334

38% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 84

Holders
718
Holders Change
-43
Holders Change %
-5.65%
% of All Funds
10.34%
Holding in Top 10
56
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.85%
% of All Funds
0.81%
New
52
Increased
234
Reduced
334
Closed
84
Calls
$1.28M
Puts
$72K
Net Calls
+$1.21M
Net Calls Change
+$227K
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
26
1832 Asset Management
Ontario, Canada
$43.9M -$228K -4,792 -0.5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$40.1M -$4.87M -102,252 -11%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$38.5M +$27.4M +574,799 +250%
BHWM
29
Beaird Harris Wealth Management
Texas
$37.5M +$2.09M +43,874 +6%
JP Morgan Chase
30
JP Morgan Chase
New York
$35.9M -$3.77M -79,299 -10%
TLFA
31
True Link Financial Advisors
California
$35.6M +$5.28M +110,930 +18%
BCMIO
32
Beacon Capital Management Inc (Ohio)
Ohio
$35.4M -$32M -672,481 -48%
SC
33
Savant Capital
Illinois
$35M +$12M +251,421 +52%
Osaic Holdings
34
Osaic Holdings
Arizona
$34.6M -$20.8M -437,366 -38%
AssetMark Inc
35
AssetMark Inc
California
$33.4M +$1.55M +32,507 +5%
SIM
36
Studio Investment Management
Illinois
$32.8M +$4.4M +92,328 +16%
BFG
37
Bleakley Financial Group
New Jersey
$31.5M +$2.46M +51,594 +9%
SW
38
Simplicity Wealth
New Jersey
$31.5M +$31.3M +657,271 New
MIS
39
Morningstar Investment Services
Illinois
$31.2M -$30.8M -646,530 -50%
MAM
40
Marotta Asset Management
Virginia
$29.9M +$909K +19,089 +3%
EA
41
Efficient Advisors
Ohio
$28.9M +$766K +16,100 +3%
Renaissance Technologies
42
Renaissance Technologies
New York
$28.7M +$9.72M +204,094 +52%
Ameriprise
43
Ameriprise
Minnesota
$28M -$5.83M -122,507 -17%
Stifel Financial
44
Stifel Financial
Missouri
$26.9M -$4.79M -100,670 -15%
MWP
45
Moller Wealth Partners
$26.7M +$865K +18,176 +3%
CAN
46
Cetera Advisor Networks
California
$26.2M -$593K -12,454 -2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$25.9M +$17.7M +372,254 +220%
CFG
48
Compton Financial Group
Maryland
$25.9M +$180K +3,790 +0.7%
APCM
49
Alaska Permanent Capital Management
Alaska
$25.9M +$1.99M +41,790 +8%
DC
50
Dorval Corp
Minnesota
$24.3M +$566K +11,888 +2%

VTIP Hedge Fund Activity: Q1 2024 in Review

718 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q1 2024, worth a combined $5.85B — down 13% from $6.72B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of VTIP and 52 opened new positions — a net loss of 32 holders — while 334 trimmed existing stakes and 234 added.

The largest buyer was SEI Investments, adding an estimated $61.3M. The largest seller was Morgan Stanley, cutting an estimated $437M.

  • 718 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q1 2024, down from 761 in Q4 2023.
  • Funds reported $5.85B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q1 2024, down 13% quarter-over-quarter.
  • 52 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q1 2024 and 84 closed out, a net change of -32 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q1 2024 was SEI Investments, an estimated $61.3M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $437M sold.

Based on aggregated 13F filings for Q1 2024.