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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
KWA
126
Kondo Wealth Advisors
California
$7.79M +$7.86M +160,868 New
PWM
127
Perigon Wealth Management
California
$7.6M +$137K +2,801 +2%
CTWM
128
Cherry Tree Wealth Management
Minnesota
$7.54M -$424K -8,685 -5%
CCA
129
Clarity Capital Advisors
Florida
$7.53M +$992K +20,314 +15%
Mirae Asset Global Investments
130
Mirae Asset Global Investments
South Korea
$7.49M +$3.17M +64,900 +72%
SWA
131
ShankerValleau Wealth Advisors
Illinois
$7.47M +$7.54M +154,272 New
CAM
132
Cresset Asset Management
Illinois
$7.41M -$126K -2,589 -2%
GCA
133
Gradient Capital Advisors
California
$7.39M +$523K +10,713 +8%
NRW
134
Nova R Wealth
Kansas
$7.07M +$428K +8,761 +6%
SIC
135
SJS Investment Consulting
Ohio
$6.97M +$975K +19,947 +16%
GLLW
136
Graves Light Lenhart Wealth
Virginia
$6.95M +$152K +3,109 +2%
SFG
137
Sovereign Financial Group
Connecticut
$6.84M +$317K +6,483 +5%
MFG
138
Magnus Financial Group
New York
$6.84M -$64.5K -1,320 -0.9%
NRWA
139
North Ridge Wealth Advisors
Oregon
$6.8M +$165K +3,369 +2%
FWMP
140
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$6.78M +$6.84M +139,957 New
WGCA
141
Wolf Group Capital Advisors
Virginia
$6.75M
GWMR
142
GC Wealth Management RIA
Massachusetts
$6.47M +$6.53M +133,564 New
SPIA
143
Steward Partners Investment Advisory
New York
$6.4M +$184K +3,770 +3%
PCM
144
Peirce Capital Management
Texas
$6.27M +$242K +4,948 +4%
FVIM
145
Fort Vancouver Investment Management
Washington
$6.19M +$53.6K +1,097 +0.9%
FHB
146
First Hawaiian Bank
Hawaii
$6.06M -$1M -20,507 -14%
MKW
147
Mullaney, Keating & Wright
Connecticut
$6.03M -$123K -2,511 -2%
Natixis Advisors
148
Natixis Advisors
Massachusetts
$6.01M -$453K -9,276 -7%
COI
149
Connable Office Inc
Michigan
$6M -$219K -4,486 -3%
TCCM
150
Timber Creek Capital Management
Massachusetts
$5.98M +$4.15K +85 +0.1%

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.