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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
OIA
601
Optimum Investment Advisors
Illinois
$166K
PA
602
Parallel Advisors
California
$162K -$44.3K -909 -22%
JWA
603
JFS Wealth Advisors
Pennsylvania
$149K
ADL
604
Asset Dedication LLC
California
$148K -$23.1K -475 -14%
HFS
605
Horizon Financial Services
North Carolina
$138K -$13.1K -269 -9%
Bessemer Group
606
Bessemer Group
New Jersey
$128K -$229K -4,699 -64%
LB
607
Legacy Bridge
Iowa
$128K
GRP
608
Global Retirement Partners
California
$126K -$38.2K -785 -23%
EWA
609
EverSource Wealth Advisors
Alabama
$124K +$61.1K +1,254 +100%
IA
610
IFP Advisors
Florida
$120K -$9.74K -200 -8%
AIM
611
Anchor Investment Management
South Carolina
$111K -$25.9K -531 -19%
FG
612
Fairman Group
Pennsylvania
$110K +$974 +20 +0.9%
BCM
613
Blume Capital Management
California
$108K
CAL
614
Capital Analysts LLC
Pennsylvania
$100K -$1.64M -33,747 -94%
LC
615
Lindbrook Capital
California
$98.6K
AAG
616
Armstrong Advisory Group
Massachusetts
$97.9K -$153K -3,136 -61%
RL
617
Rogco LP
Oklahoma
$87.2K -$45K -924 -34%
PFBT
618
Parkside Financial Bank & Trust
Missouri
$87K
CIA
619
Cape Investment Advisory
Georgia
$86.8K +$2.83K +58 +3%
ACA
620
Atlas Capital Advisors
Wyoming
$81.9K
AWM
621
Avior Wealth Management
Nebraska
$73.5K -$369K -7,571 -84%
CT
622
Coastline Trust
Rhode Island
$72.5K +$71.6K +1,470 New
SIS
623
Strategic Investment Solutions
Illinois
$68.1K +$390 +8 +0.6%
WTA
624
Washington Trust Advisors
Massachusetts
$67.5K
TC
625
Trust Company
Kansas
$66.2K -$682 -14 -1%

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.