We are live on ! Find out more
VTIP icon

Vanguard Short-Term Inflation-Protected Securities Index Fund

766 hedge funds and large institutions have $7.6B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 326 increasing their positions, 227 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,620% more call options, than puts

Call options by funds: $436K | Put options by funds: $5K

378.87% more ownership

Funds ownership: 58.75%437.62% (+379%)

146% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 52

44% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 227

40% more funds holding in top 10

Funds holding in top 10: 4867 (+19)

10% more capital invested

Capital invested by funds: $6.91B → $7.6B (+$689M)

10% more funds holding

Funds holding: 698766 (+68)

Holders
766
Holders Change
+68
Holders Change %
+9.74%
% of All Funds
10.09%
Holding in Top 10
67
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+39.58%
% of All Funds
0.88%
New
128
Increased
326
Reduced
227
Closed
52
Calls
$436K
Puts
$5K
Net Calls
+$431K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
26
Studio Investment Management
Illinois
$50.1M +$8.56M +175,204 +20%
UBS Group
27
UBS Group
Switzerland
$49.6M -$3.82M -78,112 -7%
NYLIM
28
New York Life Investment Management
New York
$48.9M +$26.3M +537,902 +114%
AHSW
29
Adventist Health System West
California
$46.8M
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$41.7M -$4.57M -93,602 -10%
CWM
31
Congress Wealth Management
Massachusetts
$41.4M +$873K +17,861 +2%
BHWM
32
Beaird Harris Wealth Management
Texas
$40.8M +$642K +13,145 +2%
EW
33
Evoke Wealth
California
$39.6M +$18.6M +381,690 +88%
TLFA
34
True Link Financial Advisors
California
$38.6M +$1.49M +30,489 +4%
CFG
35
Compton Financial Group
Maryland
$37.3M +$1.79M +36,722 +5%
BBVA
36
Banco Bilbao Vizcaya Argentaria
Spain
$37.2M +$29.6M +604,958 +383%
AssetMark Inc
37
AssetMark Inc
California
$37.1M +$1.46M +29,816 +4%
Wealthfront Advisers
38
Wealthfront Advisers
California
$36.7M +$12.2M +250,413 +49%
BFG
39
Bleakley Financial Group
New Jersey
$36.4M -$176K -3,611 -0.5%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$35.9M +$919K +18,814 +3%
SFS
41
Strategic Financial Services
New York
$34.3M +$34.7M +709,332 New
Renaissance Technologies
42
Renaissance Technologies
New York
$33.3M -$7.29M -149,135 -18%
EA
43
Efficient Advisors
Ohio
$31.5M +$778K +15,930 +3%
MAM
44
Marotta Asset Management
Virginia
$31M -$374K -7,659 -1%
MWP
45
Moller Wealth Partners
$29.2M +$1M +20,513 +4%
RRCM
46
Rappaport Reiches Capital Management
Illinois
$27M +$1.56M +31,986 +6%
Cerity Partners
47
Cerity Partners
New York
$26.8M -$2.9M -59,285 -10%
FP
48
Fiduciary Planning
Florida
$26.7M +$817K +16,724 +3%
Raymond James Financial
49
Raymond James Financial
Florida
$25.3M +$25.5M +522,109 New
SIM
50
Stratos Investment Management
Ohio
$24.4M +$6.84M +140,108 +38%

VTIP Hedge Fund Activity: Q4 2024 in Review

766 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2024, worth a combined $7.6B — up 10% from $6.91B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new VTIP positions and 52 closed out — a net gain of 76 holders — while 326 added to existing stakes and 227 trimmed.

The largest buyer was Van Strum & Towne, adding an estimated $45.1B. The largest seller was Goldman Sachs, cutting an estimated $122M.

  • 766 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2024, up from 698 in Q3 2024.
  • Funds reported $7.6B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2024, up 10% quarter-over-quarter.
  • 128 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2024 and 52 closed out, a net change of +76 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2024 was Van Strum & Towne, an estimated $45.1B added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2024 was Goldman Sachs, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2024.