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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
PFGIA
501
Patriot Financial Group Insurance Agency
Massachusetts
$340K +$33.3K +683 +11%
KPWS
502
Kestra Private Wealth Services
Texas
$337K +$7.35K +151 +2%
LG
503
LAM Group
Oregon
$335K -$65.2K -1,338 -16%
APA
504
Astoria Portfolio Advisors
New York
$334K +$5.16K +106 +2%
TSS
505
Two Sigma Securities
New York
$332K +$124K +2,552 +61%
FAG
506
Financial Architects (Georgia)
Georgia
$332K
MWA
507
Martel Wealth Advisors
Washington
$331K +$2.14K +44 +0.7%
RJT
508
Raymond James Trust
Florida
$327K -$97.4K -2,000 -23%
MWM
509
Meridian Wealth Management
Kentucky
$325K +$321K +6,591 New
TDWM
510
Topel & Distasi Wealth Management
California
$325K -$49.5K -1,017 -13%
BAMG
511
Brand Asset Management Group
Missouri
$321K +$11K +225 +4%
BFP
512
Brewster Financial Planning
New York
$318K +$20K +411 +7%
PB
513
Pinnacle Bancorp
Nebraska
$317K
AAM
514
Advisors Asset Management
Colorado
$316K -$100K -2,063 -24%
IWC
515
Integrated Wealth Concepts
Massachusetts
$316K +$682 +14 +0.2%
MA
516
MONECO Advisors
Connecticut
$312K -$11.6K -238 -4%
BPA
517
Beacon Pointe Advisors
California
$311K -$28.1K -577 -8%
RWP
518
RWA Wealth Partners
Massachusetts
$307K
GWM
519
Grand Wealth Management
Michigan
$307K -$1.07K -22 -0.4%
RT
520
Rockland Trust
Massachusetts
$306K
FWM
521
FMB Wealth Management
California
$305K
SW
522
StrongBox Wealth
Missouri
$304K -$273K -5,599 -48%
AWM
523
Angeles Wealth Management
California
$304K
BIA
524
Barry Investment Advisors
Massachusetts
$301K +$633 +13 +0.2%
RWI
525
Red Wave Investments
Pennsylvania
$296K

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.