— Know what they know.
Not Investment Advice

VTIP

Vanguard Short-Term Inflation-Protected Securities ETF
1W: -0.3% 1M: +0.2% 3M: +1.1% YTD: +1.7% 1Y: +4.3% 3Y: +15.5% 5Y: +17.7%
$50.22
-0.05 (-0.10%)
 
Weekly Expected Move ±0.2%
$50 $50 $50 $50 $51
ETF NASDAQ · AUM $68.4B

Institutional Ownership — VTIP

976
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
11B
Total Invested
84
New Positions
406
Increased
364
Reduced
110
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1076 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 17,789,030 $893M -701,306 -3.8% 13Q SEC ↗
2 GOLDMAN SACHS GROUP INC 11,678,894 $587M -9,054,780 -43.7% 13Q SEC ↗
3 Valmark Advisers, Inc. 7,073,953 $355M +357,681 +5.3% 13Q SEC ↗
4 SEI INVESTMENTS CO 5,727,635 $288M -3,991,379 -41.1% 13Q SEC ↗
5 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 5,447,681 $274M -7,106,109 -56.6% 13Q SEC ↗
6 FMR LLC 4,942,565 $248M -149,290 -2.9% 13Q SEC ↗
7 MORGAN STANLEY 4,899,017 $246M +631,102 +14.8% 12Q SEC ↗
8 Empirical Financial Services, LLC d.b. 4,890,809 $246M +237,357 +5.1% 13Q SEC ↗
9 Wealthfront Advisers LLC 4,855,031 $244M +1,221,608 +33.6% 13Q SEC ↗
10 Focus Partners Wealth 4,602,849 $231M +348,132 +8.2% 8Q SEC ↗
11 Wealthspire Advisors, LLC 4,455,868 $224M +264,405 +6.3% 13Q SEC ↗
12 ENVESTNET ASSET MANAGEMENT INC 4,324,817 $217M +477,292 +12.4% 13Q SEC ↗
13 Focus Partners Advisor Solutions, LLC 4,180,880 $210M +3,079,762 +279.7% 13Q SEC ↗
14 BANK OF AMERICA CORP /DE 3,797,614 $191M +100,783 +2.7% 13Q SEC ↗
15 Savant Capital, LLC 3,505,501 $176M -89,361 -2.5% 13Q SEC ↗
16 True Link Financial Advisors, LLC 2,942,030 $148M +1,489,404 +102.5% 13Q SEC ↗
17 HighTower Advisors, LLC 2,847,124 $143M +120,406 +4.4% 13Q SEC ↗
18 Beacon Capital Management, Inc. 2,666,222 $134M +1,962,820 +279.0% 10Q SEC ↗
19 Klingman & Associates, LLC 2,425,416 $122M +338,106 +16.2% 13Q SEC ↗
20 EVOKE WEALTH, LLC 2,312,674 $116M +447,353 +24.0% 13Q SEC ↗
21 WELLS FARGO & COMPANY/MN 2,134,259 $107M +82,182 +4.0% 12Q SEC ↗
22 Alesco Advisors, LLC, An ESL Co 2,100,623 $105M +61,816 +3.0% 13Q SEC ↗
23 STUDIO INVESTMENT MANAGEMENT LLC 1,821,477 $91M +0.0% 13Q SEC ↗
24 SATOVSKY ASSET MANAGEMENT LLC 1,709,627 $86M +53,759 +3.2% 13Q SEC ↗
25 BOK Financial Private Wealth, Inc. 1,685,046 $85M +111,656 +7.1% 3Q SEC ↗
26 First Interstate Bank 1,520,921 $76M +144,907 +10.5% 2Q SEC ↗
27 Fund Evaluation Group, LLC 1,487,047 $75M +303,306 +25.6% 4Q SEC ↗
28 Russell Investments Group, Ltd. 1,478,677 $74M +1 +0.0% 2Q SEC ↗
29 Strategic Financial Services, Inc. 1,468,510 $74M +639,362 +77.1% 6Q SEC ↗
30 Betterment LLC 1,465,040 $74M -90,355 -5.8% 13Q SEC ↗
31 Empowered Funds, LLC NEW 1,347,765 $68M +0.0% 1Q SEC ↗
32 CHARLES SCHWAB INVESTMENT MANAGEMENT I 1,179,891 $59M -14,569 -1.2% 11Q SEC ↗
33 Fairway Wealth LLC 1,104,084 $55M +117 +0.0% 10Q SEC ↗
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 1,102,937 $55M +69,481 +6.7% 13Q SEC ↗
35 Garde Capital, Inc. 1,100,702 $55M +177,108 +19.2% 5Q SEC ↗
36 Cetera Investment Advisers 1,092,047 $55M +185,838 +20.5% 13Q SEC ↗
37 UBS Group AG 1,090,267 $55M +49,050 +4.7% 13Q SEC ↗
38 Bleakley Financial Group, LLC 1,048,449 $53M +128,447 +14.0% 13Q SEC ↗
39 ALTFEST L J & CO INC 1,004,638 $50M +380,152 +60.9% 5Q SEC ↗
40 ASSETMARK, INC 956,747 $48M -70,841 -6.9% 13Q SEC ↗
41 OSAIC HOLDINGS, INC. 930,673 $47M +22,131 +2.4% 13Q SEC ↗
42 JPMORGAN CHASE & CO 892,213 $45M -29,238,152 -97.0% 13Q SEC ↗
43 MANUFACTURERS LIFE INSURANCE COMPANY, 856,145 $43M +564,036 +193.1% 13Q SEC ↗
44 Bank of New York Mellon Corp 799,165 $40M -158,879 -16.6% 13Q SEC ↗
45 MOLLER WEALTH PARTNERS 783,398 $39M +73,440 +10.3% 13Q SEC ↗
46 Penserra Capital Management LLC NEW 774,292 $39M +0.0% 1Q SEC ↗
47 Pacific Sage Partners, LLC 750,511 $38M +69,994 +10.3% 4Q SEC ↗
48 Efficient Advisors, LLC 738,954 $37M -687,394 -48.2% 13Q SEC ↗
49 TRUST CO OF VERMONT 732,514 $37M +282,208 +62.7% 12Q SEC ↗
50 Leonard Rickey Investment Advisors P.L 717,241 $36M +35,653 +5.2% 13Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Focus Partners Advisor Solutions, L +3,079,762 +279.7% 4,180,880
Beacon Capital Management, Inc. +1,962,820 +279.0% 2,666,222
True Link Financial Advisors, LLC +1,489,404 +102.5% 2,942,030
Wealthfront Advisers LLC +1,221,608 +33.6% 4,855,031
Strategic Financial Services, Inc. +639,362 +77.1% 1,468,510
MORGAN STANLEY +631,102 +14.8% 4,899,017
MANUFACTURERS LIFE INSURANCE COMPAN +564,036 +193.1% 856,145
ENVESTNET ASSET MANAGEMENT INC +477,292 +12.4% 4,324,817
EVOKE WEALTH, LLC +447,353 +24.0% 2,312,674
AE Wealth Management LLC +406,992 +3092.2% 420,154
ALTFEST L J & CO INC +380,152 +60.9% 1,004,638
Valmark Advisers, Inc. +357,681 +5.3% 7,073,953
Focus Partners Wealth +348,132 +8.2% 4,602,849
Klingman & Associates, LLC +338,106 +16.2% 2,425,416
Fund Evaluation Group, LLC +303,306 +25.6% 1,487,047
TRUST CO OF VERMONT +282,208 +62.7% 732,514
Wealthspire Advisors, LLC +264,405 +6.3% 4,455,868
Baird Financial Group, Inc. +254,333 +359.9% 325,004
Empirical Financial Services, LLC d +237,357 +5.1% 4,890,809
THOMPSON SIEGEL & WALMSLEY LLC +201,544 +86.7% 433,954
Biggest Decreases (20)
HolderReducedChange %Total Shares
JPMORGAN CHASE & CO -29,238,152 -97.0% 892,213
GOLDMAN SACHS GROUP INC -9,054,780 -43.7% 11,678,894
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV -7,106,109 -56.6% 5,447,681
SEI INVESTMENTS CO -3,991,379 -41.1% 5,727,635
Corient Private Wealth LLC -766,416 -57.3% 571,882
LPL Financial LLC -701,306 -3.8% 17,789,030
Efficient Advisors, LLC -687,394 -48.2% 738,954
BANCO BILBAO VIZCAYA ARGENTARIA, S. -481,652 -91.7% 43,311
3EDGE Asset Management, LP -437,418 -78.9% 116,949
Whelan Financial -417,977 -96.4% 15,793
BlackRock, Inc. -335,268 -99.6% 1,270
Greystone Financial Group, LLC -228,925 -39.3% 352,966
EP Wealth Advisors, LLC -200,502 -38.4% 321,919
Adventist Health System/ West -193,036 -25.2% 572,974
Rockefeller Capital Management L.P. -187,073 -51.5% 176,195
Beacon Pointe Advisors, LLC -185,668 -43.1% 245,265
Stratos Wealth Advisors, LLC -165,661 -79.0% 44,020
Bank of New York Mellon Corp -158,879 -16.6% 799,165
FMR LLC -149,290 -2.9% 4,942,565
TRUIST FINANCIAL CORP -129,703 -64.6% 71,193

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms