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Vanguard Short-Term Inflation-Protected Securities Index Fund

766 hedge funds and large institutions have $7.6B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 326 increasing their positions, 227 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,620% more call options, than puts

Call options by funds: $436K | Put options by funds: $5K

378.87% more ownership

Funds ownership: 58.75%437.62% (+379%)

146% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 52

44% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 227

40% more funds holding in top 10

Funds holding in top 10: 4867 (+19)

10% more capital invested

Capital invested by funds: $6.91B → $7.6B (+$689M)

10% more funds holding

Funds holding: 698766 (+68)

Holders
766
Holders Change
+68
Holders Change %
+9.74%
% of All Funds
10.09%
Holding in Top 10
67
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+39.58%
% of All Funds
0.88%
New
128
Increased
326
Reduced
227
Closed
52
Calls
$436K
Puts
$5K
Net Calls
+$431K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
51
Leonard Rickey Investment Advisors
Washington
$23.8M +$540K +11,049 +2%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$23.8M -$2.99M -61,104 -11%
AC
53
Apella Capital
Connecticut
$23.5M +$4.91M +100,557 +26%
APCM
54
Alaska Permanent Capital Management
Alaska
$22.7M +$1.39M +28,452 +6%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$21.6M -$203K -4,163 -0.9%
Ameriprise
56
Ameriprise
Minnesota
$21.1M -$1.48M -30,304 -7%
FC
57
Financial Consulate
Maryland
$21.1M +$292K +5,969 +1%
FW
58
Fairway Wealth
Ohio
$20.9M +$1.82M +37,293 +3%
PMG
59
ProVise Management Group
Florida
$19.6M -$629K -12,875 -3%
DF
60
Define Financial
California
$18.6M +$18.7M +383,504 New
BWM
61
Brickley Wealth Management
California
$18.4M +$257K +5,269 +1%
Creative Planning
62
Creative Planning
Kansas
$18M -$1.26M -25,751 -6%
TFCP
63
Twin Focus Capital Partners
Massachusetts
$17.8M -$692K -14,162 -4%
Franklin Resources
64
Franklin Resources
California
$17.6M -$1.55M -31,631 -8%
PGA
65
Portland Global Advisors
Maine
$17.6M +$1.43M +29,217 +9%
NWM
66
Northwest Wealth Management
Iowa
$17.2M +$4.97M +101,664 +40%
SOWAS
67
Silver Oak Wealth Advisors Services
California
$17.1M +$17.3M +354,078 New
Osaic Holdings
68
Osaic Holdings
Arizona
$17.1M +$881K +18,043 +5%
BFA
69
Benningfield Financial Advisors
California
$16.8M +$16.9M +346,266 New
Comerica Bank
70
Comerica Bank
Texas
$16.7M +$15.2M +311,927 +961%
AWS
71
Atria Wealth Solutions
New York
$16.4M +$3.13M +64,027 +23%
Stifel Financial
72
Stifel Financial
Missouri
$16.2M +$166K +3,397 +1%
FMII
73
Farmers & Merchants Investments Inc
Nebraska
$16.2M +$142K +2,910 +0.9%
SIP
74
Sellwood Investment Partners
Oregon
$16.1M +$16.2M +332,121 New
MD
75
Money Design
Japan
$14.5M -$640K -13,106 -4%

VTIP Hedge Fund Activity: Q4 2024 in Review

766 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2024, worth a combined $7.6B — up 10% from $6.91B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new VTIP positions and 52 closed out — a net gain of 76 holders — while 326 added to existing stakes and 227 trimmed.

The largest buyer was Van Strum & Towne, adding an estimated $45.1B. The largest seller was Goldman Sachs, cutting an estimated $122M.

  • 766 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2024, up from 698 in Q3 2024.
  • Funds reported $7.6B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2024, up 10% quarter-over-quarter.
  • 128 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2024 and 52 closed out, a net change of +76 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2024 was Van Strum & Towne, an estimated $45.1B added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2024 was Goldman Sachs, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2024.