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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
CFO
676
CVA Family Office
Colorado
$5.87K +$4.09K +84 +240%
FGA
677
Fortis Group Advisors
New Jersey
$5.77K
APC
678
Aspire Private Capital
North Carolina
$5.23K
TFA
679
Transamerica Financial Advisors
Florida
$5K -$49 -1 -1%
GEA
680
Glen Eagle Advisors
New Jersey
$4.99K -$84.6K -1,738 -95%
FDCDDQ
681
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.73K
RTL
682
Red Tortoise LLC
Georgia
$4.25K +$49 +1 +1%
LIS
683
Legacy Investment Solutions
Idaho
$4.05K +$4.04K +83 New
LWMI
684
Legacy Wealth Management (Idaho)
Idaho
$4.05K +$4.04K +83 New
CSC
685
Caldwell Sutter Capital
California
$2.96K
TAM
686
Tucker Asset Management
Colorado
$2.81K +$292 +6 +12%
HGA
687
Hobbs Group Advisors
South Carolina
$2.76K
BBHC
688
Brown Brothers Harriman & Co
New York
$2.66K +$2.63K +54 New
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
$2.42K -$615K -12,620 -100%
HFS
690
Hantz Financial Services
Michigan
$2K +$1.61K +33 New
ATS
691
Ashton Thomas Securities
New York
$1.92K +$1.9K +39 New
RWM
692
Ruedi Wealth Management
Illinois
$1.85K -$49 -1 -3%
BWP
693
Baldwin Wealth Partners
Massachusetts
$1.08K -$341 -7 -24%
PS
694
Planned Solutions
California
$740 +$730 +15 New
CMP
695
Coston McIsaac & Partners
Maine
$703 +$22.7K +467 +3%
W
696
WealthCollab
Washington
$691 +$682 +14 New
NMG
697
New Millennium Group
Utah
$499 -$39K -800 -99%
BMC
698
Bear Mountain Capital
Washington
$147
AWM
699
Abound Wealth Management
Tennessee
$56 -$2.78K -57 -98%
GWSA
700
Global Wealth Strategies & Associates
Colorado
$49

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.