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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
RC
201
Roundview Capital
New Jersey
$2.9M -$43.5K -894 -1%
JFG
202
JMG Financial Group
Illinois
$2.85M +$32.1K +659 +1%
AIP
203
Almanack Investment Partners
Pennsylvania
$2.73M -$252K -5,172 -9%
DC
204
Dorval Corp
Minnesota
$2.72M -$23.3M -478,116 -90%
AWM
205
AE Wealth Management
Kansas
$2.72M +$1.28M +26,370 +92%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$2.71M -$26M -534,307 -91%
MCA
207
Maryland Capital Advisors
Maryland
$2.7M +$226K +4,639 +9%
FHA
208
Flagship Harbor Advisors
Massachusetts
$2.7M +$43.3K +889 +2%
PCIG
209
Partners Capital Investment Group
Massachusetts
$2.69M +$486K +9,979 +22%
MCM
210
Monarch Capital Management
Indiana
$2.67M +$18K +370 +0.7%
HCC
211
Hirtle Callaghan & Co
Pennsylvania
$2.66M
GT
212
Glenview Trust
Kentucky
$2.62M +$181K +3,722 +8%
ATI
213
ARK & TLK Investments
Oklahoma
$2.61M +$544K +11,164 +27%
SPC
214
Sigma Planning Corp
Michigan
$2.6M +$101K +2,067 +4%
BSWM
215
Boston Standard Wealth Management
Massachusetts
$2.59M -$79.2K -1,626 -3%
FAT
216
First American Trust
California
$2.57M -$1.31M -26,815 -34%
AA
217
Apriem Advisors
California
$2.57M -$337K -6,928 -12%
NL
218
NEPC LLC
Massachusetts
$2.53M
SFPM
219
Sensible Financial Planning & Management
Massachusetts
$2.47M -$29.5K -605 -1%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$2.46M -$1.63M -33,487 -40%
CPIG
221
Chicago Partners Investment Group
Illinois
$2.45M +$12.3K +253 +0.5%
LWM
222
Lodestone Wealth Management
Washington
$2.41M +$629K +12,908 +36%
AT
223
American Trust
Kentucky
$2.38M -$871K -17,890 -27%
DADC
224
D.A. Davidson & Co
Montana
$2.36M -$618K -12,689 -21%
AIA
225
Arbor Investment Advisors
North Carolina
$2.35M +$51K +1,048 +2%

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.