Vanguard Short-Term TipsVTIPETF

13F holders, Q3 2024 (September 30)
700holders −30
45new positions
75sold out
3famous investors
$49.06avg. 13F price*

At the end of Q3 2024, 700 institutions reported holding Vanguard Short-Term Tips (VTIP) in their 13F filings, down 30 from Q2 2024. 45 opened new positions and 75 sold out. The largest holders were JPMorgan Chase & Co. ($951.0M), Goldman Sachs Group Inc. ($475.1M) and Sei Investments Co. ($408.4M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions45$45.7M
Exits75$109.1M

All 13F filers, Q2 2024 → Q3 2024: 36,658,828 shares bought and 15,199,286 shares sold, net +21,459,542 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 700 holders

JPMorgan Chase & Co. 0.08% Add +2586.5% 19,285,524 $951.0M
Goldman Sachs Group Inc. 0.09% Add +265.1% 9,634,016 $475.1M
Sei Investments Co. 0.53% Add +2.3% 8,282,808 $408.4M
FMR LLC 0.02% Reduce -6.5% 6,265,836 $309.0M
Valmark Advisers, Inc. 4.44% Add +2.3% 5,754,577 $283.8M
Cambridge Associates LLC /Ma/ 7.93% Reduce -13.4% 4,295,888 $211.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.93% Add +7.5% 3,545,676 $174.8M
Morgan Stanley 0.01% Reduce -4.3% 3,511,528 $173.2M
Bank of America Corp. 0.01% Reduce -7.3% 3,428,202 $169.0M
Betterment LLC 0.33% Reduce -6.8% 2,805,656 $138.3M
Focus Partners Wealth 0.39% Add +870.8% 2,487,589 $122.7M
Envestnet Asset Management Inc. 0.03% Add +0.4% 2,186,638 $107.8M
Focus Partners Advisor Solutions, LLC 2.21% Add +305.0% 2,130,215 $105.0M
Wealthspire Advisors, LLC 1.01% Add +9.2% 2,012,522 $99.2M
Alesco Advisors, LLC, An ESL Co 2.78% Add +2.3% 1,824,471 $90.0M
Wells Fargo & Company 0.02% Reduce -12.1% 1,775,117 $87.5M
Savant Capital, LLC 0.67% Add +53.9% 1,645,770 $81.2M
HighTower Advisors, LLC 0.11% Add +1.5% 1,554,047 $76.6M
Satovsky Asset Management LLC 16.28% Add +2.1% 1,465,060 $72.2M
LPL Financial LLC 0.03% Reduce -2.7% 1,433,268 $70.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -4.8% 1,356,069 $66.9M
Corient Private Wealth LP 0.10% Add +2.2% 1,326,211 $65.4M
Klingman & Associates, LLC 3.49% Reduce -0.8% 1,142,860 $56.4M
UBS Group AG 0.02% Reduce -12.5% 1,101,751 $54.3M
Adventist Health System/ West 7.33% No change 966,530 $47.7M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -5.7% 954,675 $47.1M
Studio Investment Management LLC 8.90% Add +11.4% 859,091 $42.4M
Beacon Capital Management, Inc. 1.75% Add +26.8% 853,884 $42.1M
Renaissance Technologies 0.06% Add +0.7% 837,788 $41.3M
CW Advisors, LLC 0.55% Add +19319.2% 837,357 $41.3M
Beaird Harris Wealth Management, LLC 3.57% Add +3.3% 829,871 $40.9M
True Link Financial Advisors, LLC 3.21% Add +1.8% 766,111 $37.8M
Bleakley Financial Group, LLC 1.13% Add +6.4% 754,999 $37.2M
Assetmark, Inc. 0.10% Add +2.7% 736,336 $36.3M
Compton Financial Group, LLC 10.92% Add +26.7% 733,170 $36.2M
Cetera Investment Advisers 0.08% Reduce -6.9% 723,135 $35.7M
Marotta Asset Management 6.26% Add +1.2% 647,044 $31.9M
Efficient Advisors, LLC 1.96% Add +2.2% 634,806 $31.3M
Cerity Partners LLC 0.07% Add +49.1% 612,781 $30.2M
Moller Wealth Partners 7.18% Add +2.2% 582,685 $28.7M
Royal Bank of Canada 0.01% Reduce -14.3% 553,271 $27.3M
Schorn Wealth LLC 8.96% Add +3.1% 535,153 $26.4M
Rappaport Reiches Capital Management, LLC 6.88% Add +4.0% 524,929 $25.9M
Wealthfront Advisers LLC 0.08% Add +3.0% 507,351 $25.0M
Kestra Advisory Services, LLC 0.14% Reduce -12.3% 507,164 $25.0M
Leonard Rickey Investment Advisors P.L.L.C. 5.39% Add +2.3% 481,474 $23.7M
New York Life Investment Management LLC 0.23% Reduce -40.1% 472,827 $23.3M
Ameriprise Financial Inc. 0.01% Reduce -37.3% 465,747 $23.0M
Bank of New York Mellon Corp 0.00% Reduce -2.5% 449,596 $22.2M
Alaska Permanent Capital Management, LLC 1.72% Add +1.0% 441,084 $21.7M
Evoke Wealth, LLC 0.59% Add +2214.4% 435,562 $21.5M
Financial Consulate, Inc. 5.62% Add +5.7% 428,924 $21.2M
ProVise Management Group, LLC 1.63% Reduce -1.2% 417,951 $20.6M
Creative Planning 0.02% Reduce -5.7% 398,384 $19.6M
Franklin Resources Inc. 0.01% Reduce -62.8% 396,057 $19.4M
Fairway Wealth LLC 9.83% Add +178.3% 1,072,940 $19.4M
Apella Capital, LLC 0.78% Add +2.5% 384,555 $18.9M
Twin Focus Capital Partners, LLC 2.98% Add +0.1% 382,804 $18.9M
Brickley Wealth Management 3.77% Add +0.7% 374,741 $18.5M
Stratos Investment Management, LLC 1.25% Add +17.8% 364,508 $18.0M
Osaic Holdings, Inc. 0.04% Reduce -24.9% 335,948 $16.6M
Portland Global Advisors LLC 2.08% Add +0.8% 335,156 $16.5M
Farmers & Merchants Investments Inc. 0.51% Reduce -2.0% 331,695 $16.4M
Stifel Financial Corp. 0.02% Reduce -36.4% 331,255 $16.3M
Money Design Co.,Ltd. 0.77% Add +14.6% 312,988 $15.4M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -12.6% 305,455 $15.1M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -13.9% 301,877 $14.9M
Commonwealth Equity Services, LLC 0.02% Reduce -18.7% 299,395 $14.8M
Atria Wealth Solutions, Inc. 0.15% Add +1.5% 273,751 $13.5M
Baron Financial Group, LLC 8.07% Reduce -3.5% 267,545 $13.2M
Van Strum & Towne Inc. 4.56% Reduce -0.8% 266,921 $13.2M
AMG National Trust Bank 0.35% Add +2.3% 260,899 $12.9M
Northwest Wealth Management, LLC 2.91% Add +17.4% 253,336 $12.5M
Deane Retirement Strategies, Inc. 6.05% Reduce -0.0% 251,801 $12.4M
Chemistry Wealth Management LLC 2.85% Add +2.4% 241,231 $11.9M
Trust Co. of Vermont 0.60% Reduce -0.7% 241,104 $11.9M
Eagle Ridge Investment Management 1.03% Add +8.5% 237,501 $11.7M
Burton Enright Welch 2.50% Add +6.2% 236,711 $11.7M
Atmos Advisory, LLC 8.00% Add +4.2% 228,214 $11.3M
Whitegate Investment Counselors, Inc. 2.98% Add +2.5% 227,939 $11.2M
Signet Financial Management, LLC 1.42% Add +1179.6% 226,163 $11.2M
SWAN Capital LLC 5.45% Add +89.0% 224,798 $11.1M
Alaska Wealth Advisors, LLC 1.66% Reduce -1.4% 224,740 $11.1M
Lifeworks Advisors, LLC 2.18% Add +18.8% 224,688 $11.1M
Executive Wealth Management, LLC 0.86% New 221,548 $10.9M
LPWM LLC 3.47% Add +5.4% 216,141 $10.6M
Jackson Thornton Wealth Management, LLC 1.39% Add +80.1% 213,911 $10.5M
Emprise Bank 6.04% Add +26.6% 212,773 $10.5M
Mariner, LLC 0.02% Reduce -12.2% 209,579 $10.3M
Roberts Glore & Co. Inc. 2.99% Add +8.6% 209,357 $10.3M
Truist Financial Corp. 0.02% Reduce -8.4% 203,940 $10.1M
Boston Family Office LLC 0.68% Add +2.5% 202,893 $10.0M
Tilson Financial Group, Inc. 4.30% New 201,056 $9.9M
Sofi Wealth, LLC 0.71% Add +11.5% 196,342 $9.7M
Raymond James & Associates 0.01% Reduce -30.5% 195,995 $9.7M
Roble, Belko & Company, Inc 1.52% Add +3.7% 195,190 $9.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.1% 192,590 $9.5M
Advisory Services Network, LLC 0.19% No change 190,562 $9.2M
TrueWealth Financial Partners 5.48% Add +15.8% 184,773 $9.1M
Pasadena Private Wealth, LLC 1.91% Add +258.8% 181,769 $9.0M

"% 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 700 holders