Vanguard Short-Term TipsVTIPETF

13F holders, Q2 2024 (June 30)
730holders +13
59new positions
56sold out
3famous investors
$48.36avg. 13F price*

At the end of Q2 2024, 730 institutions reported holding Vanguard Short-Term Tips (VTIP) in their 13F filings, up 13 from Q1 2024. 59 opened new positions and 56 sold out. The largest holders were Sei Investments Co. ($393.1M), FMR LLC ($325.3M) and Valmark Advisers, Inc. ($273.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Vanguard Short-Term Tips
CUSIP
922020805
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 717Q1 2024Q2 2024: 730Q2 2024Q3 2024: 700Q3 2024Q4 2024: 768Q4 2024Q1 2025: 789Q1 2025Q2 2025: 830Q2 2025Q3 2025: 839Q3 2025Q4 2025: 896Q4 2025Q1 2026: 918Q1 2026Q2 2026: 955Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions59$64.9M
Exits56$138.0M

All 13F filers, Q1 2024 → Q2 2024: 12,331,961 shares bought and 11,096,196 shares sold, net +1,235,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 730 holders

Sei Investments Co. 0.56% Add +2.7% 8,099,037 $393.1M
FMR LLC 0.02% Reduce -10.4% 6,701,340 $325.3M
Valmark Advisers, Inc. 4.64% Add +4.6% 5,625,098 $273.0M
Cambridge Associates LLC /Ma/ 11.04% Add +241.6% 4,960,059 $240.8M
Heritage Wealth Advisors 10.56% Add +3.0% 4,818,982 $233.9M
Bank of America Corp. 0.02% Reduce -5.4% 3,698,332 $179.5M
Morgan Stanley 0.01% Reduce -11.9% 3,669,493 $178.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.83% Add +3.2% 3,297,294 $160.1M
Betterment LLC 0.38% Reduce -10.0% 3,009,028 $146.1M
Goldman Sachs Group Inc. 0.03% Add +40.4% 2,638,969 $128.1M
Buckingham Strategic Wealth, LLC 1.21% Add +8.5% 2,400,318 $116.5M
Envestnet Asset Management Inc. 0.04% Reduce -7.8% 2,177,792 $105.7M
Wells Fargo & Company 0.03% Reduce -3.4% 2,018,771 $98.0M
Wealthspire Advisors, LLC 1.15% Add +6.7% 1,842,349 $89.4M
Alesco Advisors, LLC, An ESL Co 2.84% Add +0.3% 1,783,406 $86.6M
HighTower Advisors, LLC 0.12% Reduce -2.5% 1,531,579 $74.3M
LPL Financial LLC 0.04% Reduce -7.5% 1,473,648 $71.5M
Satovsky Asset Management LLC 16.73% Add +29.7% 1,434,234 $69.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -5.8% 1,424,295 $69.1M
Corient Private Wealth LP 0.11% Add +6.3% 1,298,147 $63.0M
UBS Group AG 0.02% Reduce -13.2% 1,259,593 $61.1M
Klingman & Associates, LLC 3.78% Reduce -4.8% 1,152,021 $55.9M
Savant Capital, LLC 0.52% Add +46.1% 1,069,441 $51.9M
Franklin Resources Inc. 0.02% Reduce -14.3% 1,064,432 $51.7M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -3.8% 1,012,746 $49.2M
Adventist Health System/ West 7.62% No change 966,530 $46.9M
Renaissance Technologies 0.07% Add +38.7% 832,200 $40.4M
Beaird Harris Wealth Management, LLC 3.67% Add +2.7% 803,679 $39.0M
New York Life Investment Management LLC 0.39% Add +409.4% 788,855 $38.3M
Cetera Investment Advisers 0.09% Reduce -3.5% 776,656 $37.7M
Studio Investment Management LLC 8.51% Add +12.5% 770,849 $37.4M
True Link Financial Advisors, LLC 3.39% Add +1.3% 752,938 $36.5M
Ameriprise Financial Inc. 0.01% Add +27.3% 742,967 $36.0M
JPMorgan Chase & Co. 0.00% Reduce -4.2% 717,870 $34.8M
Assetmark, Inc. 0.11% Add +2.9% 717,117 $34.8M
Bleakley Financial Group, LLC 0.99% Add +7.9% 709,626 $34.4M
Simplicity Wealth,LLC 0.78% Add +7.9% 709,480 $34.4M
Beacon Capital Management, Inc. 1.41% Reduce -9.1% 673,452 $32.7M
Royal Bank of Canada 0.01% Reduce -22.8% 645,896 $31.4M
Marotta Asset Management 6.36% Add +2.3% 639,271 $30.7M
Efficient Advisors, LLC 1.96% Add +2.9% 621,349 $30.2M
Compton Financial Group, LLC 9.12% Add +7.1% 578,677 $28.1M
Moller Wealth Partners 7.39% Add +2.1% 570,359 $27.7M
Morningstar Investment Services LLC 0.30% Reduce -13.0% 566,023 $27.5M
DORVAL Corp 11.36% Add +4.7% 533,871 $25.8M
Focus Partners Advisor Solutions, LLC 0.67% Add +52.6% 526,006 $25.5M
Kestra Advisory Services, LLC 0.14% Add +722.8% 578,526 $25.4M
Stifel Financial Corp. 0.03% Reduce -7.2% 520,912 $25.3M
Schorn Wealth LLC 9.01% Add +4.5% 519,009 $25.2M
Rappaport Reiches Capital Management, LLC 7.22% Add +5.2% 504,534 $24.5M
Wealthfront Advisers LLC 0.08% Add +35.0% 492,574 $23.9M
Leonard Rickey Investment Advisors P.L.L.C. 5.47% Add +3.6% 470,569 $22.8M
Bank of New York Mellon Corp 0.00% Reduce -1.7% 461,367 $22.4M
Osaic Holdings, Inc. 0.05% Reduce -38.2% 447,035 $21.7M
Alaska Permanent Capital Management, LLC 1.81% Reduce -19.2% 436,629 $21.2M
ProVise Management Group, LLC 1.75% Reduce -0.5% 423,004 $20.5M
Creative Planning 0.02% Add +41.3% 422,428 $20.5M
Cerity Partners LLC 0.05% Add +18.5% 410,944 $19.9M
Financial Consulate, Inc. 5.77% Add +2.3% 405,831 $19.7M
Fairway Wealth LLC 11.03% Add +38.3% 385,587 $18.7M
Twin Focus Capital Partners, LLC 2.96% Add +0.8% 382,234 $18.6M
Apella Capital, LLC 0.81% Add +38.1% 375,156 $18.1M
Brickley Wealth Management 3.96% Add +1.0% 372,170 $18.1M
Commonwealth Equity Services, LLC 0.03% Reduce -18.3% 368,208 $17.9M
Abbrea Capital, LLC 2.33% Reduce -0.2% 362,781 $17.6M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -10.9% 350,728 $17.0M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -9.7% 349,357 $17.0M
Farmers & Merchants Investments Inc. 0.55% Reduce -2.3% 338,563 $16.4M
Portland Global Advisors LLC 2.19% Add +5.7% 332,598 $16.1M
Stratos Investment Management, LLC 1.24% Add +15.2% 309,550 $15.0M
Raymond James & Associates 0.01% Reduce -1.1% 282,143 $13.7M
Baron Financial Group, LLC 8.55% Reduce -2.2% 277,115 $13.5M
Symmetry Partners, LLC 0.69% Add +4855.7% 275,882 $13.4M
Money Design Co.,Ltd. 0.71% Reduce -16.1% 273,110 $13.3M
Gibson Wealth Advisors LLC 12.26% Reduce -0.9% 269,894 $13.1M
Atria Wealth Solutions, Inc. 0.15% Reduce -18.3% 269,731 $13.1M
Van Strum & Towne Inc. 4.74% Reduce -2.7% 268,996 $13.1M
Prosperity Planning, Inc. 4.33% New 260,115 $12.6M
Focus Partners Wealth 0.04% New 256,246 $12.4M
AMG National Trust Bank 0.34% Reduce -3.5% 255,068 $12.4M
Deane Retirement Strategies, Inc. 6.24% Add +0.1% 251,896 $12.2M
Trust Co. of Vermont 0.64% Reduce -4.0% 242,689 $11.8M
Mariner, LLC 0.02% Reduce -6.8% 238,560 $11.6M
Flow Traders U.S. LLC 0.57% Reduce -43.8% 236,706 $11.5M
Chemistry Wealth Management LLC 2.96% Add +1.0% 235,691 $11.4M
Alaska Wealth Advisors, LLC 1.72% Reduce -2.4% 228,009 $11.1M
Burton Enright Welch 2.49% Add +46.2% 222,947 $10.8M
Truist Financial Corp. 0.02% Reduce -11.7% 222,572 $10.8M
Whitegate Investment Counselors, Inc. 3.06% Add +2.1% 222,472 $10.8M
Eagle Ridge Investment Management 0.98% Add +2.6% 218,931 $10.6M
Atmos Advisory, LLC 8.31% Add +2.7% 218,928 $10.6M
Northwest Wealth Management, LLC 2.71% Add +10.4% 215,861 $10.5M
LPWM LLC 3.42% Reduce -0.3% 205,132 $9.9M
First Hawaiian Bank 0.33% Reduce -51.1% 199,436 $9.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.1% 198,774 $9.6M
Boston Family Office LLC 0.69% Add +28.0% 197,922 $9.6M
Asset Allocation Strategies LLC 3.18% Reduce -4.5% 194,996 $9.5M
Roberts Glore & Co. Inc. 2.82% Add +3.6% 192,782 $9.4M
Advisory Services Network, LLC 0.19% Add +4.9% 190,562 $9.2M
Lifeworks Advisors, LLC 2.56% Reduce -10.7% 189,141 $9.2M

"% of holder's portfolio" is VTIP's weight in each manager's 13F, not the share of Vanguard Short-Term Tips the manager owns.

Show all 730 holders