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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
PFA
551
Petra Financial Advisors
Colorado
$255K +$10.5K +215 +4%
CFP
552
Cascade Financial Partners
California
$255K
LFP
553
Lakeshore Financial Planning
Michigan
$248K +$1.41K +29 +0.6%
WIP
554
WealthCare Investment Partners
Rhode Island
$247K -$1.46K -30 -0.6%
CIM
555
Cambria Investment Management
California
$247K -$12.1K -249 -5%
PWA
556
Physician Wealth Advisors
Utah
$246K
WC
557
Waterloo Capital
Texas
$245K -$75.1K -1,542 -24%
DWM
558
Dogwood Wealth Management
Kansas
$245K +$877 +18 +0.4%
TF
559
Tenon Financial
New Jersey
$245K +$2.24K +46 +0.9%
AC
560
AlphaCore Capital
California
$244K +$1.27K +26 +0.5%
EWM
561
Evercore Wealth Management
New York
$238K
NL
562
NVWM LLC
Pennsylvania
$232K +$55.4K +1,138 +32%
TCM
563
TruNorth Capital Management
Michigan
$232K
KFI
564
Key Financial Inc
Pennsylvania
$232K
BFA
565
Bragg Financial Advisors
North Carolina
$232K +$2.92K +60 +1%
EFP
566
Elser Financial Planning
Indiana
$230K
KFP
567
KMG Fiduciary Partners
Ohio
$228K
ATPW
568
Ashton Thomas Private Wealth
Arizona
$224K
SIA
569
Soltis Investment Advisors
Utah
$224K +$4.19K +86 +2%
PAM
570
Palisade Asset Management
Minnesota
$223K +$220K +4,513 New
RFP
571
Roth Financial Partners
Texas
$222K
SFG
572
Sunburst Financial Group
Alabama
$218K -$877 -18 -0.4%
JPLA
573
Joseph P. Lucia & Associates
New York
$217K -$34.1K -700 -14%
JSW
574
Journey Strategic Wealth
New Jersey
$216K +$213K +4,376 New
TCM
575
TD Capital Management
Tennessee
$216K -$25.5K -524 -11%

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.