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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

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: 729 → 698 (-31)

8% less funds holding in top 10

Funds holding in top 10: 52 → 48 (-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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$904M
2
Goldman Sachs
Goldman Sachs
New York
+$341M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$109M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$78.1M
5
CWM
Congress Wealth Management
Massachusetts
+$40.6M

Top Sellers

1
HWA
Heritage Wealth Advisors
Virginia
-$234M
2
SW
Simplicity Wealth
New Jersey
-$34.4M
3
Franklin Resources
Franklin Resources
California
-$32.5M
4
CA
Cambridge Associates
Massachusetts
-$32.3M
5
MIS
Morningstar Investment Services
Illinois
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$47.1M -$2.83M -58,071 -6%
SIM
27
Studio Investment Management
Illinois
$42.4M +$4.3M +88,242 +11%
BCMIO
28
Beacon Capital Management Inc (Ohio)
Ohio
$42.1M +$8.79M +180,432 +27%
Renaissance Technologies
29
Renaissance Technologies
New York
$41.3M +$272K +5,588 +0.7%
CWM
30
Congress Wealth Management
Massachusetts
$41.3M +$40.6M +833,045 +19,319%
BHWM
31
Beaird Harris Wealth Management
Texas
$40.9M +$1.28M +26,192 +3%
TLFA
32
True Link Financial Advisors
California
$37.8M +$642K +13,173 +2%
BFG
33
Bleakley Financial Group
New Jersey
$37.2M +$2.21M +45,373 +6%
AssetMark Inc
34
AssetMark Inc
California
$36.3M +$936K +19,219 +3%
CFG
35
Compton Financial Group
Maryland
$36.2M +$7.52M +154,493 +27%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$35.7M -$2.61M -53,521 -7%
MAM
37
Marotta Asset Management
Virginia
$31.9M +$379K +7,773 +1%
EA
38
Efficient Advisors
Ohio
$31.3M +$655K +13,457 +2%
Cerity Partners
39
Cerity Partners
New York
$30.2M +$9.83M +201,837 +49%
MWP
40
Moller Wealth Partners
$28.7M +$600K +12,326 +2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$27.3M -$4.51M -92,625 -14%
FP
42
Fiduciary Planning
Florida
$26.4M +$786K +16,144 +3%
RRCM
43
Rappaport Reiches Capital Management
Illinois
$25.9M +$993K +20,395 +4%
Wealthfront Advisers
44
Wealthfront Advisers
California
$25M +$720K +14,777 +3%
KAS
45
Kestra Advisory Services
Texas
$25M -$3.48M -71,362 -12%
LRIA
46
Leonard Rickey Investment Advisors
Washington
$23.7M +$531K +10,905 +2%
NYLIM
47
New York Life Investment Management
New York
$23.3M -$15.4M -316,028 -40%
Ameriprise
48
Ameriprise
Minnesota
$23M -$13.5M -277,220 -37%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$22.2M -$573K -11,771 -3%
APCM
50
Alaska Permanent Capital Management
Alaska
$21.7M +$217K +4,455 +1%
1
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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.