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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
SG
751
Somerset Group
Minnesota
-$213K -4,383 Closed
OPPS
752
Obsidian Personal Planning Solutions
Maryland
-$212K -4,370 Closed
WPW
753
Waldron Private Wealth
Pennsylvania
-$212K -4,363 Closed
DWS
754
Discipline Wealth Solutions
South Carolina
-$204K -4,202 Closed
AWM
755
Accurate Wealth Management
Florida
-$203K -4,193 Closed
BFIM
756
Beese Fulmer Investment Management
Ohio
-$202K -4,165 Closed
PIFP
757
Partners in Financial Planning
Virginia
-$201K -4,148 Closed
RFA
758
Register Financial Advisors
Georgia
-$55K -1,133 Closed
AP
759
Aspect Partners
Virginia
-$42.7K -880 Closed
VWM
760
Venturi Wealth Management
Texas
-$31.6K -650 Closed
TFF
761
The Family Firm
Maryland
-$30.8K -634 Closed
DI
762
DAGCO Inc
Ohio
-$25.3K -521 Closed
GI
763
Gradient Investments
Minnesota
-$19.6K -404 Closed
CPA
764
Clear Point Advisors
New York
-$17.8K -367 Closed
TSWM
765
Tyler-Stone Wealth Management
Ohio
-$12.1K -248 Closed
S
766
SignatureFD
Georgia
-$5.05K -104 Closed
TWP
767
Triad Wealth Partners
Kansas
-$4.66K -96 Closed
CP
768
Castleview Partners
Texas
-$3.98K -82 Closed
FNWA
769
Financial Network Wealth Advisors
Utah
-$2.97K -61 Closed
WT
770
Washington Trust
Rhode Island
-$2.81K -58 Closed
QCG
771
Quadrant Capital Group
Ohio
-$2.75K -57 Closed
WAG
772
Wiser Advisor Group
Arizona
-$1.46K -30 Closed
VAG
773
VisionPoint Advisory Group
Texas
-$1.12K -23 Closed
NFSG
774
Newbridge Financial Services Group
Florida
-$631 -13 Closed
BTI
775
Blue Trust Inc
Georgia
-$49 -1 Closed

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.