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Vanguard Short-Term Inflation-Protected Securities Index Fund

745 hedge funds and large institutions have $11.2B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2021 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 383 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 34

217% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 121

24% more funds holding in top 10

Funds holding in top 10: 7897 (+19)

21% more funds holding

Funds holding: 614745 (+131)

16% more capital invested

Capital invested by funds: $9.7B → $11.2B (+$1.55B)

1.34% more ownership

Funds ownership: 56.61%57.95% (+1.3%)

17% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.59M

Holders
745
Holders Change
+131
Holders Change %
+21.34%
% of All Funds
11.47%
Holding in Top 10
97
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+24.36%
% of All Funds
1.49%
New
176
Increased
383
Reduced
121
Closed
34
Calls
$1.32M
Puts
$1.59M
Net Calls
-$271K
Net Calls Change
-$918K
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
226
Prospera Financial Services
Texas
$4.61M +$4.67M +89,656 New
SFPM
227
Sensible Financial Planning & Management
Massachusetts
$4.58M +$120K +2,307 +3%
AAM
228
Austin Asset Management
Texas
$4.57M +$4.62M +88,860 New
IAP
229
Indie Asset Partners
Indiana
$4.51M +$2.72M +52,336 +147%
GWM
230
Geneos Wealth Management
Colorado
$4.39M -$535K -10,282 -11%
SWM
231
Spire Wealth Management
Virginia
$4.39M +$2.05M +39,357 +85%
APA
232
American Portfolios Advisors
New York
$4.33M +$1.25M +24,077 +40%
CWS
233
Cypress Wealth Services
California
$4.31M +$734K +14,112 +20%
CCA
234
Column Capital Advisors
Indiana
$4.25M +$1.46M +28,145 +11%
PHS
235
Pekin Hardy Strauss
Illinois
$4.2M +$382K +7,331 +10%
SP
236
Successful Portfolios
Florida
$4.2M +$279K +5,358 +7%
RWA
237
Rainsberger Wealth Advisors
Colorado
$4.17M +$4.22M +81,089 New
CT
238
Caldwell Trust
Florida
$4.15M +$3.54M +68,049 +535%
VR
239
Viridian RIA
Washington
$4.13M +$4.18M +80,332 New
PFM
240
Parsec Financial Management
North Carolina
$4.02M +$4.11K +79 +0.1%
SWA
241
Stratos Wealth Advisors
Ohio
$4.01M +$317K +6,093 +8%
FC
242
Ferris Capital
Massachusetts
$3.95M +$233K +4,468 +6%
CAN
243
Cetera Advisor Networks
California
$3.94M +$1.09M +20,895 +37%
LWA
244
Lenox Wealth Advisors
New York
$3.84M +$114K +2,193 +3%
FF
245
Friedenthal Financial
New Jersey
$3.83M -$1.47M -28,266 -28%
CMBA
246
C.M. Bidwell & Associates
Hawaii
$3.82M +$262K +5,043 +7%
RW
247
REDW Wealth
New Mexico
$3.82M +$1.76M +33,886 +84%
WLIM
248
White Lighthouse Investment Management
Massachusetts
$3.8M -$26.9K -516 -0.7%
EFL
249
ERn Financial LLC
Wisconsin
$3.67M +$3.72M +71,470 New
CTA
250
Chesley Taft & Associates
Illinois
$3.62M +$125K +2,400 +4%

VTIP Hedge Fund Activity: Q4 2021 in Review

745 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2021, worth a combined $11.2B — up 16% from $9.7B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new VTIP positions and 34 closed out — a net gain of 142 holders — while 383 added to existing stakes and 121 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $267M. The largest seller was Private Advisor Group, cutting an estimated $24.3M.

  • 745 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2021, up from 614 in Q3 2021.
  • Funds reported $11.2B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2021, up 16% quarter-over-quarter.
  • 176 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2021 and 34 closed out, a net change of +142 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2021 was Morgan Stanley, an estimated $267M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2021 was Private Advisor Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2021.