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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
IAIM
701
International Assets Investment Management
Florida
$40 +$84.7K +1,740 +821%
SW
702
Simplicity Wealth
New Jersey
– -$34.4M -709,480 Closed
SP
703
Symmetry Partners
Connecticut
– -$13.4M -275,882 Closed
GWA
704
Gibson Wealth Advisors
Texas
– -$13.1M -269,894 Closed
EWM
705
Evermay Wealth Management
Virginia
– -$5.78M -119,014 Closed
VRM
706
Vectors Research Management
New York
– -$3.42M -70,479 Closed
DB
707
Dravo Bay
Delaware
– -$3.01M -62,103 Closed
DSN
708
D. Scott Neal
Kentucky
– -$2.73M -56,296 Closed
IDBONY
709
Israel Discount Bank of New York
New York
– -$1.99M -40,936 Closed
WAM
710
WNY Asset Management
New York
– -$1.37M -28,276 Closed
SW
711
SVB Wealth
Massachusetts
– -$1.14M -23,497 Closed
BWM
712
Birchcreek Wealth Management
Ohio
– -$1.12M -23,174 Closed
ECM
713
Evergreen Capital Management
Washington
– -$839K -17,281 Closed
GS
714
GTS Securities
New York
– -$713K -14,689 Closed
CWS
715
Cypress Wealth Services
California
– -$636K -13,111 Closed
HI
716
Hendershot Investments
Virginia
– -$636K -13,099 Closed
MC
717
Mathes Company
New York
– -$631K -13,000 Closed
NIM
718
Northeast Investment Management
Massachusetts
– -$561K -11,550 Closed
JWCA
719
J.W. Cole Advisors
Florida
– -$536K -11,048 Closed
WP
720
WealthPLAN Partners
Nebraska
– -$448K -9,236 Closed
HF
721
HRT Financial
New York
– -$444K -9,152 Closed
SG
722
StoneX Group
New York
– -$441K -9,079 Closed
FAM
723
Formidable Asset Management
Ohio
– -$435K -8,953 Closed
MPCG
724
Matrix Private Capital Group
New York
– -$417K -8,600 Closed
WCM
725
Windham Capital Management
Massachusetts
– -$417K -8,598 Closed
27 28
29
30 31

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.