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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

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: 729 → 698 (-31)

8% less funds holding in top 10

Funds holding in top 10: 52 → 48 (-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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$904M
2
Goldman Sachs
Goldman Sachs
New York
+$341M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$109M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$78.1M
5
CWM
Congress Wealth Management
Massachusetts
+$40.6M

Top Sellers

1
HWA
Heritage Wealth Advisors
Virginia
-$234M
2
SW
Simplicity Wealth
New Jersey
-$34.4M
3
Franklin Resources
Franklin Resources
California
-$32.5M
4
CA
Cambridge Associates
Massachusetts
-$32.3M
5
MIS
Morningstar Investment Services
Illinois
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
576
Lion Street Advisors
Texas
$216K +$213K +4,373 New
AIM
577
Alhambra Investment Management
Florida
$214K +$211K +4,332 New
CIAS
578
CBIZ Investment Advisory Services
Ohio
$213K -$10K -206 -5%
GTAM
579
Global Trust Asset Management
Florida
$213K – – –
CA
580
Clearstead Advisors
Ohio
$212K – – –
SP
581
Sequent Planning
Nebraska
$211K +$209K +4,286 New
ES
582
ETF Store
Kansas
$210K -$123K -2,531 -37%
VWA
583
VERITY Wealth Advisors
United States
$209K – – –
WKWM
584
Walter & Keenan Wealth Management
Indiana
$209K -$97.4K -2,000 -32%
KWM
585
Kingsview Wealth Management
Oregon
$208K -$18.4K -377 -8%
UCFA
586
United Capital Financial Advisors
Texas
$206K -$67.2K -1,380 -25%
KFGK
587
Keystone Financial Group (Kentucky)
Kentucky
$206K +$203K +4,174 New
SFA
588
Sequoia Financial Advisors
Ohio
$205K +$203K +4,164 New
EAM
589
Empirical Asset Management
Massachusetts
$205K -$5.16K -106 -1%
WHCI
590
W.H. Cornerstone Investments
Massachusetts
$205K +$203K +4,164 New
FMWA
591
Forvis Mazars Wealth Advisors
Missouri
$205K +$202K +4,154 New
CIAS
592
Capital Investment Advisory Services
North Carolina
$204K -$6.67K -137 -3%
BMCM
593
Burns Matteson Capital Management
New York
$203K -$16.4K -336 -8%
NCM
594
Northwest Capital Management
Oregon
$196K -$3.41K -70 -2%
JFA
595
JNBA Financial Advisors
Minnesota
$195K -$10.1K -207 -5%
NS
596
NBC Securities
Alabama
$192K -$28.2K -580 -13%
HNB
597
Hilltop National Bank
Wyoming
$182K – – –
CF
598
Centaurus Financial
California
$178K +$20.8K +427 +13%
AA
599
Addison Advisors
Vermont
$171K -$385K -7,907 -70%
RDFA
600
Ritter Daniher Financial Advisory
Ohio
$168K – – –
22 23
24
25 26

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.