We are live on ! Find out more
VTIP icon

Vanguard Short-Term Inflation-Protected Securities Index Fund

731 hedge funds and large institutions have $7.23B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 269 increasing their positions, 320 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,685% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $52K

1.69% more ownership

Funds ownership: 48.75%50.44% (+1.7%)

3% more capital invested

Capital invested by funds: $7B → $7.23B (+$233M)

4% less funds holding

Funds holding: 765731 (-34)

6% less funds holding in top 10

Funds holding in top 10: 8176 (-5)

16% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 320

32% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 75

Holders
731
Holders Change
-34
Holders Change %
-4.44%
% of All Funds
11.6%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.21%
New
51
Increased
269
Reduced
320
Closed
75
Calls
$1.97M
Puts
$52K
Net Calls
+$1.92M
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$757M +$743M +15,735,428 +5,743%
Morgan Stanley
2
Morgan Stanley
New York
$339M -$413M -8,731,715 -55%
JP Morgan Chase
3
JP Morgan Chase
New York
$320M +$85.2M +1,803,700 +36%
SEI Investments
4
SEI Investments
Pennsylvania
$317M +$10.2M +216,413 +3%
Betterment LLC
5
Betterment LLC
New York
$254M -$43.9M -929,128 -15%
VA
6
Valmark Advisers
Ohio
$242M +$2.78M +58,757 +1%
Bank of America
7
Bank of America
North Carolina
$221M -$42.8M -905,378 -16%
HWA
8
Heritage Wealth Advisors
Virginia
$205M +$2.27M +47,957 +1%
UBS Group
9
UBS Group
Switzerland
$149M -$7.51M -158,948 -5%
Wells Fargo
10
Wells Fargo
California
$143M -$22.9M -483,959 -14%
EWM
11
Empirical Wealth Management
Washington
$135M +$15.6M +329,587 +13%
Goldman Sachs
12
Goldman Sachs
New York
$92.1M -$6.51M -137,819 -7%
LPL Financial
13
LPL Financial
California
$91.9M -$5.16M -109,295 -5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$91M -$6.9M -145,942 -7%
BSW
15
Buckingham Strategic Wealth
Missouri
$86.7M +$7.14M +151,144 +9%
Charles Schwab
16
Charles Schwab
California
$82M +$82M +1,734,454 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$81.1M -$6.45M -136,511 -7%
AA
18
Alesco Advisors
New York
$80.6M -$1.34M -28,402 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$73.8M +$12M +253,523 +19%
G
20
GenTrust
Florida
$67.5M +$21.8M +461,362 +48%
HighTower Advisors
21
HighTower Advisors
Illinois
$67.2M +$7.4M +156,608 +12%
CA
22
Cambridge Associates
Massachusetts
$64.3M +$8.77M +185,534 +16%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$64.3M -$239K -5,054 -0.4%
KA
24
Klingman & Associates
New York
$62.4M +$4.96M +104,963 +9%
Wealthfront Advisers
25
Wealthfront Advisers
California
$62.3M +$38.8M +821,174 +166%

VTIP Hedge Fund Activity: Q3 2023 in Review

731 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2023, worth a combined $7.23B — up 3.3% from $7B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of VTIP and 51 opened new positions — a net loss of 24 holders — while 320 trimmed existing stakes and 269 added.

The largest buyer was Fidelity Investments, adding an estimated $743M. The largest seller was Morgan Stanley, cutting an estimated $413M.

  • 731 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2023, down from 765 in Q2 2023.
  • Funds reported $7.23B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2023, up 3.3% quarter-over-quarter.
  • 51 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2023 and 75 closed out, a net change of -24 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2023 was Fidelity Investments, an estimated $743M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2023 was Morgan Stanley, an estimated $413M sold.

Based on aggregated 13F filings for Q3 2023.