Vanguard Short-Term TipsVTIPETF

13F holders, Q4 2024 (December 31)
768holders +68
50new positions
52sold out
4famous investors
$7.03avg. 13F price*

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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions50$104.8M
Exits52$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.

Show all 768 holders