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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
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$6.74M -$224K -4,593 -3%
CCA
127
Clarity Capital Advisors
Florida
$6.67M -$73.1K -1,501 -1%
SFG
128
Sovereign Financial Group
Connecticut
$6.64M +$274K +5,633 +4%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$6.58M +$142K +2,926 +2%
BS
130
Banco Santander
Spain
$6.43M
COI
131
Connable Office Inc
Michigan
$6.34M +$3.52M +72,373 +129%
SPIA
132
Steward Partners Investment Advisory
New York
$6.33M +$155K +3,175 +3%
MKW
133
Mullaney, Keating & Wright
Connecticut
$6.26M +$107K +2,207 +2%
FVIM
134
Fort Vancouver Investment Management
Washington
$6.25M +$341K +6,995 +6%
FTUS
135
Flow Traders U.S.
New York
$6.25M -$5.36M -109,972 -46%
PCM
136
Peirce Capital Management
Texas
$6.14M +$37.3K +766 +0.6%
SIC
137
SJS Investment Consulting
Ohio
$6.11M +$990K +20,338 +20%
AAS
138
Asset Allocation Strategies
Michigan
$6.09M -$3.48M -71,401 -37%
TCCM
139
Timber Creek Capital Management
Massachusetts
$6.08M +$178K +3,647 +3%
GAM
140
Gould Asset Management
California
$5.8M +$258K +5,292 +5%
RCAG
141
Rehmann Capital Advisory Group
Michigan
$5.75M +$841K +17,274 +17%
PFM
142
Phillips Financial Management
Indiana
$5.59M -$658K -13,504 -11%
FT
143
Fiduciary Trust
Massachusetts
$5.49M -$220K -4,518 -4%
PAG
144
Private Advisor Group
New Jersey
$5.49M -$173K -3,551 -3%
Wealth Enhancement Advisory Services
145
Wealth Enhancement Advisory Services
Minnesota
$5.3M -$422K -8,672 -7%
EFG
146
Ethos Financial Group
Pennsylvania
$5.24M -$43.6K -896 -0.8%
SC
147
Sepio Capital
Utah
$5.24M +$4.77K +98 +0.1%
FI
148
FIDELIS iM
Oregon
$5.24M -$440K -9,026 -8%
AAM
149
Austin Asset Management
Texas
$5.21M +$409K +8,405 +9%
EP
150
Essential Planning
New Hampshire
$5.2M -$2.87K -59 -0.1%

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.