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Vanguard Short-Term Inflation-Protected Securities Index Fund

766 hedge funds and large institutions have $7.6B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 326 increasing their positions, 227 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,620% more call options, than puts

Call options by funds: $436K | Put options by funds: $5K

378.87% more ownership

Funds ownership: 58.75%437.62% (+379%)

146% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 52

44% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 227

40% more funds holding in top 10

Funds holding in top 10: 4867 (+19)

10% more capital invested

Capital invested by funds: $6.91B → $7.6B (+$689M)

10% more funds holding

Funds holding: 698766 (+68)

Holders
766
Holders Change
+68
Holders Change %
+9.74%
% of All Funds
10.09%
Holding in Top 10
67
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+39.58%
% of All Funds
0.88%
New
128
Increased
326
Reduced
227
Closed
52
Calls
$436K
Puts
$5K
Net Calls
+$431K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.02B +$88.2M +1,806,098 +9%
SEI Investments
2
SEI Investments
Pennsylvania
$418M +$17.6M +359,329 +4%
Goldman Sachs
3
Goldman Sachs
New York
$346M -$122M -2,494,963 -26%
EP
4
Essential Planning
New Hampshire
$334M +$328M +6,721,533 +6,374%
VA
5
Valmark Advisers
Ohio
$281M +$2.44M +50,040 +0.9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$280M -$23.3M -477,920 -8%
CA
7
Cambridge Associates
Massachusetts
$198M -$10.5M -215,589 -5%
EWM
8
Empirical Wealth Management
Washington
$181M +$8.96M +183,419 +5%
Morgan Stanley
9
Morgan Stanley
New York
$171M +$595K +12,177 +0.3%
Bank of America
10
Bank of America
North Carolina
$164M -$1.55M -31,645 -0.9%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$142M +$21.7M +445,129 +18%
WANY
12
Wealthspire Advisors (New York)
New York
$133M +$36M +737,805 +37%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$130M +$26.7M +545,858 +26%
Betterment LLC
14
Betterment LLC
New York
$122M -$14.2M -291,046 -10%
SC
15
Savant Capital
Illinois
$104M +$24.9M +509,237 +31%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$97.6M -$8.31M -170,125 -8%
AA
17
Alesco Advisors
New York
$90.5M +$2.17M +44,401 +2%
Wells Fargo
18
Wells Fargo
California
$89.6M +$3.69M +75,621 +4%
LPL Financial
19
LPL Financial
California
$80.8M +$11.5M +236,239 +16%
HighTower Advisors
20
HighTower Advisors
Illinois
$80.1M +$4.93M +100,978 +6%
SAM
21
Satovsky Asset Management
New York
$72M +$963K +19,712 +1%
Corient Private Wealth
22
Corient Private Wealth
Florida
$63.5M -$717K -14,670 -1%
KA
23
Klingman & Associates
New York
$63.3M +$8.01M +163,904 +14%
Charles Schwab
24
Charles Schwab
California
$63.2M -$2.45M -50,205 -4%
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
$56M +$14.8M +303,342 +36%

VTIP Hedge Fund Activity: Q4 2024 in Review

766 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2024, worth a combined $7.6B — up 10% from $6.91B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new VTIP positions and 52 closed out — a net gain of 76 holders — while 326 added to existing stakes and 227 trimmed.

The largest buyer was Van Strum & Towne, adding an estimated $45.1B. The largest seller was Goldman Sachs, cutting an estimated $122M.

  • 766 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2024, up from 698 in Q3 2024.
  • Funds reported $7.6B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2024, up 10% quarter-over-quarter.
  • 128 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2024 and 52 closed out, a net change of +76 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2024 was Van Strum & Towne, an estimated $45.1B added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2024 was Goldman Sachs, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2024.