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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
LFS
151
Lutz Financial Services
Nebraska
$5.17M -$110K -2,268 -2%
WLIM
152
White Lighthouse Investment Management
Massachusetts
$5.13M +$181K +3,721 +4%
CAC
153
Certified Advisory Corp
Florida
$5.01M -$227K -4,663 -4%
DAS
154
Dynamic Advisor Solutions
Arizona
$5M -$73.9K -1,518 -1%
Lido Advisors
155
Lido Advisors
California
$4.88M -$495K -10,159 -9%
FCC
156
Florin Court Capital
United Kingdom
$4.75M -$1.26M -25,900 -21%
MWM
157
Meritas Wealth Management
California
$4.75M +$280K +5,756 +6%
FWP
158
Family Wealth Partners
North Carolina
$4.64M -$45.2K -928 -1%
WPA
159
West Paces Advisors
Georgia
$4.62M -$66.7K -1,370 -1%
Mirae Asset Global Investments
160
Mirae Asset Global Investments
South Korea
$4.44M -$850K -17,450 -16%
SIA
161
Schechter Investment Advisors
Michigan
$4.42M +$92.7K +1,903 +2%
DWM
162
Diversify Wealth Management
Utah
$4.38M -$332K -6,823 -7%
CNBT
163
Cornerstone National Bank & Trust
Illinois
$4.37M +$752K +15,448 +21%
US Bancorp
164
US Bancorp
Minnesota
$4.34M -$1.85M -37,914 -30%
CPA
165
Cardiff Park Advisors
California
$4.25M -$86.9K -1,784 -2%
TSW
166
Thompson Siegel & Walmsley
Virginia
$4.22M -$573K -11,757 -12%
SRB
167
Shotwell Rutter Baer
Michigan
$4.16M +$153K +3,141 +4%
EWM
168
EPG Wealth Management
Georgia
$4.09M +$4.04M +83,042 New
SWM
169
Spire Wealth Management
Virginia
$4.06M +$570K +11,706 +17%
HCM
170
Hutchinson Capital Management
California
$4.02M -$65.9K -1,353 -2%
CMBA
171
C.M. Bidwell & Associates
Hawaii
$3.99M +$99K +2,033 +3%
AHC
172
Anderson Hoagland & Co
Missouri
$3.83M -$84K -1,725 -2%
PCM
173
Passive Capital Management
Maryland
$3.81M -$1.21M -24,802 -24%
BCG
174
Breakwater Capital Group
New Jersey
$3.77M +$712K +14,618 +24%
WB
175
Webster Bank
Connecticut
$3.76M -$149K -3,063 -4%

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.