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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
FFA
526
Fi3 Financial Advisors
Indiana
$293K -$115K -2,366 -28%
AIC
527
Archer Investment Corporation
Indiana
$293K
PCIA
528
Prime Capital Investment Advisors
Kansas
$292K -$79.4K -1,630 -22%
ACA
529
Aptus Capital Advisors
Alabama
$290K +$286K +5,873 New
BJL
530
Brighton Jones LLC
Washington
$289K -$39.7K -815 -12%
WFA
531
WMG Financial Advisors
Tennessee
$287K +$7.69K +158 +3%
GFS
532
GYL Financial Synergies
Connecticut
$285K +$282K +5,785 New
AWA
533
Arkadios Wealth Advisors
Georgia
$284K -$112K -2,301 -29%
WIA
534
World Investment Advisors
California
$283K -$647K -13,285 -70%
MW
535
Maia Wealth
Colorado
$281K -$23.4K -480 -8%
HDIM
536
Hanson & Doremus Investment Management
Vermont
$277K -$28.9K -594 -10%
PWM
537
PBMares Wealth Management
Virginia
$276K -$32.9K -675 -11%
AAM
538
Ameraudi Asset Management
New York
$272K
BBNA
539
Bremer Bank National Association
Minnesota
$271K
KFS
540
Kaizen Financial Strategies
California
$269K
FA
541
Freestate Advisors
Kansas
$269K +$265K +5,447 New
FIM
542
Freedom Investment Management
Connecticut
$268K -$1.27K -26 -0.5%
MAM
543
McLean Asset Management
Virginia
$268K -$5.55K -114 -2%
PG
544
Proffitt & Goodson
Tennessee
$266K +$25.9K +531 +11%
UFA
545
US Financial Advisors
Massachusetts
$265K -$21.4K -440 -8%
WSFS
546
Wilmington Savings Fund Society
Delaware
$265K +$262K +5,372 New
SMC
547
Smith, Moore & Co
Missouri
$263K -$58.4K -1,200 -18%
WDG
548
Wealth Dimensions Group
Ohio
$262K
PI
549
PFG Investments
New York
$260K +$44.4K +912 +21%
IWM
550
Integris Wealth Management
California
$259K +$256K +5,256 New

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.