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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
SPIO
176
Seven Post Investment Office
California
$3.71M
AQR Capital Management
177
AQR Capital Management
Connecticut
$3.71M
Jane Street
178
Jane Street
New York
$3.7M -$5.32M -109,157 -59%
CSPIA
179
Cary Street Partners Investment Advisory
Virginia
$3.66M -$220K -4,524 -6%
RWM
180
Ritholtz Wealth Management
New York
$3.58M +$106K +2,180 +3%
PWMG
181
Private Wealth Management Group
New Jersey
$3.52M -$2.19K -45 -0.1%
AFG
182
Argent Financial Group
Louisiana
$3.5M +$3.46M +71,056 New
CSIA
183
Conrad Siegel Investment Advisors
Pennsylvania
$3.5M +$27.7K +569 +0.8%
RB
184
Richmond Brothers
Michigan
$3.49M +$3.45M +70,761 New
Citigroup
185
Citigroup
New York
$3.48M -$1.26M -25,849 -27%
SWM
186
Schwallier Wealth Management
Michigan
$3.39M +$142K +2,911 +4%
FB
187
Fulton Bank
Pennsylvania
$3.38M +$484K +9,947 +17%
RIP
188
RAM Investment Partners
Washington
$3.38M -$609K -12,496 -15%
WAP
189
Wealthcare Advisory Partners
Pennsylvania
$3.38M +$687K +14,102 +26%
BCWM
190
Bartlett & Co Wealth Management
Ohio
$3.38M -$633K -13,007 -16%
TWP
191
Total Wealth Planning
Ohio
$3.33M -$259K -5,317 -7%
MIM
192
Morningstar Investment Management
Illinois
$3.27M +$501K +10,290 +18%
HWMG
193
Hurlow Wealth Management Group
Indiana
$3.23M +$210K +4,314 +7%
AFG
194
Altiora Financial Group
Ohio
$3.15M +$58.8K +1,207 +2%
SIMC
195
Squire Investment Management Company
Utah
$3.14M +$609K +12,510 +24%
VWA
196
Visionary Wealth Advisors
Illinois
$3.06M +$842K +17,283 +39%
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
$3.05M +$654K +13,421 +28%
SRC
198
Sage Rhino Capital
California
$2.95M +$2.83K +58 +0.1%
OIA
199
OneDigital Investment Advisors
Kansas
$2.95M -$154K -3,161 -5%
NA
200
NewEdge Advisors
Louisiana
$2.94M +$264K +5,414 +10%

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.