Vanguard Short-Term TipsVTIPETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 768 institutions reported holding Vanguard Short-Term Tips (VTIP) in their 13F filings, up 68 from Q3 2024. 50 opened new positions and 52 sold out. The largest holders were JPMorgan Chase & Co. ($1.0B), Sei Investments Co. ($418.5M) and Goldman Sachs Group Inc. ($345.7M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $104.8M |
| Exits | 52 | $47.6M |
All 13F filers, Q3 2024 → Q4 2024: 942,628,184 shares bought and 6,886,252 shares sold, net +935,741,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 768 holders
| JPMorgan Chase & Co. | 0.08% | Add +9.4% | 21,091,622 | $1.0B |
| Sei Investments Co. | 0.54% | Add +4.3% | 8,642,137 | $418.5M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -25.9% | 7,139,053 | $345.7M |
| Essential Planning, LLC. | 2.17% | Add +6374.1% | 6,826,984 | $333.6M |
| Valmark Advisers, Inc. | 4.36% | Add +0.9% | 5,804,617 | $281.1M |
| FMR LLC | 0.02% | Reduce -7.6% | 5,787,916 | $280.3M |
| Cambridge Associates LLC /Ma/ | 6.32% | Reduce -5.0% | 4,080,299 | $197.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.91% | Add +5.2% | 3,729,095 | $180.6M |
| Morgan Stanley | 0.01% | Add +0.3% | 3,523,705 | $170.6M |
| Bank of America Corp. | 0.02% | Reduce -0.9% | 3,396,557 | $164.5M |
| Focus Partners Wealth | 0.37% | Add +17.9% | 2,932,718 | $142.0M |
| Wealthspire Advisors, LLC | 1.32% | Add +36.7% | 2,750,327 | $133.2M |
| Focus Partners Advisor Solutions, LLC | 2.19% | Add +25.6% | 2,676,073 | $129.6M |
| Betterment LLC | 0.29% | Reduce -10.4% | 2,514,610 | $121.8M |
| Savant Capital, LLC | 0.82% | Add +30.9% | 2,155,007 | $104.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -7.8% | 2,016,513 | $97.6M |
| Alesco Advisors, LLC, An ESL Co | 2.84% | Add +2.4% | 1,868,872 | $90.5M |
| Wells Fargo & Company | 0.02% | Add +4.3% | 1,850,738 | $89.6M |
| LPL Financial LLC | 0.03% | Add +16.5% | 1,669,507 | $80.8M |
| HighTower Advisors, LLC | 0.11% | Add +6.5% | 1,655,025 | $80.1M |
| Satovsky Asset Management LLC | 16.47% | Add +1.4% | 1,484,772 | $72.0M |
| Corient Private Wealth LP | 0.11% | Reduce -1.1% | 1,311,541 | $63.5M |
| Klingman & Associates, LLC | 4.00% | Add +14.3% | 1,306,764 | $63.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.7% | 1,305,864 | $63.2M |
| Beacon Capital Management, Inc. | 2.43% | Add +35.5% | 1,157,226 | $56.0M |
| Studio Investment Management LLC | 10.65% | Add +20.4% | 1,034,295 | $50.1M |
| UBS Group AG | 0.01% | Reduce -7.1% | 1,023,639 | $49.6M |
| New York Life Investment Management LLC | 0.48% | Add +113.8% | 1,010,729 | $48.9M |
| Adventist Health System/ West | 7.24% | No change | 966,530 | $46.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -9.8% | 861,073 | $41.7M |
| CW Advisors, LLC | 0.57% | Add +2.1% | 855,218 | $41.4M |
| Beaird Harris Wealth Management, LLC | 3.52% | Add +1.6% | 843,016 | $40.8M |
| Evoke Wealth, LLC | 1.10% | Add +87.6% | 817,252 | $39.6M |
| True Link Financial Advisors, LLC | 3.24% | Add +4.0% | 796,600 | $38.6M |
| Compton Financial Group, LLC | 11.08% | Add +5.0% | 769,892 | $37.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.39% | Add +382.9% | 762,954 | $37.2M |
| Assetmark, Inc. | 0.10% | Add +4.0% | 766,152 | $37.1M |
| Wealthfront Advisers LLC | 0.11% | Add +49.4% | 757,764 | $36.7M |
| Bleakley Financial Group, LLC | 1.10% | Reduce -0.5% | 751,388 | $36.4M |
| Cetera Investment Advisers | 0.08% | Add +2.6% | 741,949 | $35.9M |
| Strategic Financial Services, Inc. | 2.05% | New | 709,332 | $34.3M |
| Renaissance Technologies | 0.05% | Reduce -17.8% | 688,653 | $33.3M |
| Efficient Advisors, LLC | 2.03% | Add +2.5% | 650,736 | $31.5M |
| Marotta Asset Management | 6.48% | Reduce -1.2% | 639,385 | $31.0M |
| Moller Wealth Partners | 7.68% | Add +3.5% | 603,198 | $29.2M |
| Rappaport Reiches Capital Management, LLC | 6.96% | Add +6.1% | 556,915 | $27.0M |
| Cerity Partners LLC | 0.06% | Reduce -9.7% | 553,496 | $26.8M |
| Schorn Wealth LLC | 8.68% | Add +3.1% | 551,877 | $26.7M |
| Raymond James Financial Inc. | 0.01% | — | 522,109 | $25.3M |
| Stratos Investment Management, LLC | 1.47% | Add +38.4% | 504,616 | $24.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.49% | Add +2.3% | 492,523 | $23.8M |
| Royal Bank of Canada | 0.01% | Reduce -11.0% | 492,167 | $23.8M |
| Apella Capital, LLC | 0.90% | Add +26.1% | 485,112 | $23.5M |
| Alaska Permanent Capital Management, LLC | 1.87% | Add +6.5% | 469,536 | $22.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 445,433 | $21.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.5% | 435,443 | $21.1M |
| Financial Consulate, Inc. | 5.58% | Add +1.4% | 434,893 | $21.1M |
| Fairway Wealth LLC | 9.42% | Add +3.5% | 1,110,233 | $20.9M |
| ProVise Management Group, LLC | 1.68% | Reduce -3.1% | 405,076 | $19.6M |
| Define Financial, LLC | 14.02% | — | 383,504 | $18.6M |
| Brickley Wealth Management | 3.74% | Add +1.4% | 380,010 | $18.4M |
| Creative Planning | 0.02% | Reduce -6.5% | 372,633 | $18.0M |
| Twin Focus Capital Partners, LLC | 2.64% | Reduce -3.7% | 368,642 | $17.8M |
| Franklin Resources Inc. | 0.01% | Reduce -8.0% | 364,426 | $17.6M |
| Portland Global Advisors LLC | 2.23% | Add +8.7% | 364,373 | $17.6M |
| Northwest Wealth Management, LLC | 3.64% | Add +40.1% | 355,000 | $17.2M |
| Silver Oak Wealth Advisors Services, LLC | 14.83% | — | 354,078 | $17.1M |
| Osaic Holdings, Inc. | 0.04% | Add +5.4% | 353,991 | $17.1M |
| Benningfield Financial Advisors, LLC | 16.40% | — | 346,266 | $16.8M |
| Comerica Bank | 0.07% | Add +961.4% | 344,372 | $16.7M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +23.4% | 337,778 | $16.4M |
| Stifel Financial Corp. | 0.02% | Add +1.0% | 334,652 | $16.2M |
| Farmers & Merchants Investments Inc. | 0.51% | Add +0.9% | 334,605 | $16.2M |
| Sellwood Investment Partners LLC | 8.64% | — | 332,121 | $16.1M |
| Money Design Co.,Ltd. | 0.74% | Reduce -4.2% | 299,882 | $14.5M |
| AMG National Trust Bank | 0.39% | Add +11.6% | 291,236 | $14.1M |
| SWAN Capital LLC | 6.52% | Add +22.8% | 275,975 | $13.4M |
| Trust Co. of Vermont | 0.65% | Add +14.2% | 275,249 | $13.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -9.4% | 271,247 | $13.1M |
| Chemistry Wealth Management LLC | 3.01% | Add +9.8% | 264,871 | $12.8M |
| Burton Enright Welch | 2.68% | Add +11.2% | 263,253 | $12.7M |
| Baron Financial Group, LLC | 7.89% | Reduce -1.7% | 262,890 | $12.7M |
| Jackson Thornton Wealth Management, LLC | 1.59% | Add +21.3% | 259,517 | $12.6M |
| Addison Advisors LLC | 3.45% | Add +7285.8% | 256,067 | $12.4M |
| Deane Retirement Strategies, Inc. | 6.24% | Add +1.7% | 256,023 | $12.4M |
| Sequoia Financial Advisors, LLC | 0.12% | Add +6020.1% | 254,842 | $12.3M |
| LPWM LLC | 3.88% | Add +15.3% | 249,187 | $12.1M |
| Eagle Ridge Investment Management | 1.04% | Add +3.3% | 245,208 | $11.9M |
| Van Strum & Towne Inc. | 4.14% | Add +345664.2% | 922,917,195 | $11.8M |
| Emprise Bank | 6.47% | Add +11.2% | 236,606 | $11.5M |
| Atmos Advisory, LLC | 7.95% | Add +3.6% | 236,448 | $11.4M |
| Lifeworks Advisors, LLC | 2.04% | Add +3.8% | 233,105 | $11.3M |
| Modern Wealth Management, LLC | 0.42% | New | 233,071 | $11.3M |
| Alaska Wealth Advisors, LLC | 1.75% | Add +3.1% | 231,757 | $11.2M |
| Signet Financial Management, LLC | 1.43% | Add +2.1% | 230,911 | $11.2M |
| Mariner, LLC | 0.02% | Add +8.8% | 227,990 | $11.0M |
| Executive Wealth Management, LLC | 0.86% | Add +2.8% | 227,842 | $11.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -26.9% | 223,221 | $10.8M |
| Frisco Financial Planning LLC | 10.40% | — | 217,375 | $10.5M |
| Boston Family Office LLC | 0.72% | Add +6.0% | 215,119 | $10.4M |
"% of holder's portfolio" is VTIP's weight in each manager's 13F, not the share of Vanguard Short-Term Tips the manager owns.