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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
PCWA
651
Pacific Capital Wealth Advisors
California
$18.7K +$6.33K +130 +52%
AGWCA
652
Annis Gardner Whiting Capital Advisors
Florida
$18.5K
OW
653
Olistico Wealth
Oklahoma
$18.2K -$6.28K -129 -26%
LWA
654
Lowe Wealth Advisors
Maryland
$18.2K
HIA
655
Harbor Investment Advisory
Maryland
$17.5K
FGC
656
Financial Gravity Companies
Texas
$16.7K +$16.5K +338 New
RFS
657
Richardson Financial Services
Massachusetts
$16.3K
EWP
658
Elevation Wealth Partners
California
$16.2K
DSC
659
Duncker Streett & Co
Missouri
$14.8K
OP
660
ORG Partners
Indiana
$13.8K -$14K -288 -51%
TFGT
661
TS Financial Group (TSFG)
Illinois
$13K +$3.41K +70 +38%
WWM
662
Wolff Wiese Magana
California
$12.2K
CFS
663
CGC Financial Services
Oregon
$12.1K
SC
664
SouthState Corp
Florida
$11.8K
CAM
665
Chesapeake Asset Management
New York
$10.3K
CFB
666
Cullen/Frost Bankers
Texas
$9.86K +$9.74K +200 New
GI
667
GAMMA Investing
California
$9.42K +$4.87K +100 +110%
FCG
668
Financial Connections Group
California
$9K +$49 +1 +0.5%
WWP
669
WR Wealth Planners
Missouri
$8.63K
TWC
670
TD Waterhouse Canada
Ontario, Canada
$7.75K -$6.57K -135 -46%
BCMLT
671
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.85K
TRCT
672
Tower Research Capital (TRC)
New York
$6.75K +$6.67K +137 New
SIC
673
Salem Investment Counselors
North Carolina
$6.61K -$5.45K -112 -46%
AIP
674
Ameritas Investment Partners
Nebraska
$6.26K
CPG
675
Cornerstone Planning Group
New Jersey
$6.25K

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.