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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
UB
476
UMB Bank
Missouri
$407K -$37.9K -778 -9%
MMA
477
Miracle Mile Advisors
California
$398K -$57.9K -1,189 -13%
WSC
478
Wellington Shields & Co
New York
$394K
EBA
479
Eagle Bay Advisors
New York
$392K -$46.1K -946 -11%
GVAG
480
Great Valley Advisor Group
Delaware
$391K -$957K -19,649 -71%
CFA
481
Cahill Financial Advisors
Minnesota
$391K -$635K -13,043 -62%
AIS
482
American Investment Services
Massachusetts
$384K -$341K -7,002 -47%
MYIA
483
Mount Yale Investment Advisors
Colorado
$384K +$379K +7,778 New
FOA
484
Five Oceans Advisors
California
$382K -$27.7K -569 -7%
WWM
485
Western Wealth Management
Colorado
$372K +$48.9K +1,004 +15%
PPH
486
Pure Portfolios Holdings
Oregon
$371K +$367K +7,529 New
CISOA
487
Capital Investment Services of America
Wisconsin
$370K
FCM
488
Fortis Capital Management
Washington
$368K -$90.6K -1,860 -20%
TCM
489
Towneley Capital Management
California
$368K -$49.5K -1,017 -12%
LIM
490
Leavell Investment Management
Alabama
$367K +$61K +1,252 +20%
KCM
491
Kathmere Capital Management
Pennsylvania
$367K +$5.94K +122 +2%
Bank of Nova Scotia
492
Bank of Nova Scotia
Ontario, Canada
$366K -$1.15M -23,685 -76%
TC
493
Trilogy Capital
California
$365K +$146 +3 +0%
MAS
494
Madden Advisory Services
Florida
$358K +$47K +966 +15%
LIA
495
Lynx Investment Advisory
District of Columbia
$355K +$61.9K +1,272 +21%
Jones Financial Companies
496
Jones Financial Companies
Missouri
$352K +$165K +3,398 +91%
RF
497
Robinswood Financial
Washington
$350K -$248K -5,093 -42%
SAG
498
SageView Advisory Group
California
$347K +$343K +7,043 New
SFS
499
Summit Financial Strategies
Ohio
$347K -$3.65K -75 -1%
LA
500
LexAurum Advisors
Kansas
$345K +$106K +2,184 +45%

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.