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Vanguard Short-Term Inflation-Protected Securities Index Fund

761 hedge funds and large institutions have $6.72B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 234 increasing their positions, 339 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.3M

45% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 84

4% more funds holding

Funds holding: 731761 (+30)

2.49% more ownership

Funds ownership: 50.44%52.93% (+2.5%)

7% less capital invested

Capital invested by funds: $7.23B → $6.72B (-$508M)

14% less funds holding in top 10

Funds holding in top 10: 7665 (-11)

31% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 339

Holders
761
Holders Change
+30
Holders Change %
+4.1%
% of All Funds
11.09%
Holding in Top 10
65
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-14.47%
% of All Funds
0.95%
New
122
Increased
234
Reduced
339
Closed
84
Calls
$2.28M
Puts
$1.3M
Net Calls
+$984K
Net Calls Change
-$932K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$634M +$292M +6,162,560 +86%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$535M -$225M -4,746,465 -30%
SEI Investments
3
SEI Investments
Pennsylvania
$313M -$4.95M -104,439 -2%
VA
4
Valmark Advisers
Ohio
$248M +$5.41M +114,300 +2%
Betterment LLC
5
Betterment LLC
New York
$224M -$30.7M -648,379 -12%
HWA
6
Heritage Wealth Advisors
Virginia
$214M +$7.58M +160,020 +4%
Bank of America
7
Bank of America
North Carolina
$208M -$13.8M -291,008 -6%
EWM
8
Empirical Wealth Management
Washington
$146M +$10.8M +228,055 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$118M +$26.5M +558,514 +29%
Wells Fargo
10
Wells Fargo
California
$117M -$26.5M -559,380 -19%
BSW
11
Buckingham Strategic Wealth
Missouri
$92.2M +$5.14M +108,507 +6%
Goldman Sachs
12
Goldman Sachs
New York
$92.1M -$418K -8,826 -0.5%
LPL Financial
13
LPL Financial
California
$87.6M -$4.65M -98,200 -5%
UBS Group
14
UBS Group
Switzerland
$86.9M -$63M -1,329,709 -42%
AA
15
Alesco Advisors
New York
$82.7M +$1.77M +37,283 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$78.9M +$11.4M +240,207 +17%
Charles Schwab
17
Charles Schwab
California
$74.8M -$7.52M -158,736 -9%
WANY
18
Wealthspire Advisors (New York)
New York
$73.9M +$43.9M +926,461 +147%
KA
19
Klingman & Associates
New York
$69.2M +$6.5M +137,239 +10%
BCMIO
20
Beacon Capital Management Inc (Ohio)
Ohio
$67.1M +$66.9M +1,413,005 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$64M -$503K -10,616 -0.8%
MIS
22
Morningstar Investment Services
Illinois
$61.6M +$30.3M +639,201 +97%
CA
23
Cambridge Associates
Massachusetts
$59M -$5.61M -118,383 -9%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$58M +$3.26M +68,768 +6%
Franklin Resources
25
Franklin Resources
California
$57.5M -$4.75M -100,200 -8%

VTIP Hedge Fund Activity: Q4 2023 in Review

761 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2023, worth a combined $6.72B — down 7% from $7.23B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new VTIP positions and 84 closed out — a net gain of 38 holders — while 234 added to existing stakes and 339 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $292M. The largest seller was JP Morgan Chase, cutting an estimated $281M.

  • 761 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2023, up from 731 in Q3 2023.
  • Funds reported $6.72B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2023, down 7% quarter-over-quarter.
  • 122 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2023 and 84 closed out, a net change of +38 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $292M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2023 was JP Morgan Chase, an estimated $281M sold.

Based on aggregated 13F filings for Q4 2023.