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Vanguard Short-Term Inflation-Protected Securities Index Fund

807 hedge funds and large institutions have $11.1B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 345 increasing their positions, 267 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $3.05M

47% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 70

29% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 267

25% more funds holding in top 10

Funds holding in top 10: 113141 (+28)

3% more funds holding

Funds holding: 786807 (+21)

5% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$517M)

0.07% less ownership

Funds ownership: 52.59%52.53% (-0.07%)

Holders
807
Holders Change
+21
Holders Change %
+2.67%
% of All Funds
13.6%
Holding in Top 10
141
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+24.78%
% of All Funds
2.38%
New
103
Increased
345
Reduced
267
Closed
70
Calls
$10.1M
Puts
$3.05M
Net Calls
+$7.07M
Net Calls Change
+$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
RWIA
226
Roger Wittlin Investment Advisory
California
$6.18M +$38.3K +758 +0.6%
CASB
227
Cape Ann Savings Bank
Massachusetts
$6.18M -$147K -2,904 -2%
UB
228
UMB Bank
Missouri
$6.15M +$210K +4,142 +3%
EH
229
Equitable Holdings
New York
$6.05M +$771K +15,240 +14%
KFGK
230
Keystone Financial Group (Kentucky)
Kentucky
$6M -$657K -12,980 -10%
CCM
231
Colorado Capital Management
Colorado
$5.94M +$237K +4,676 +4%
DADC
232
D.A. Davidson & Co
Montana
$5.93M +$233K +4,601 +4%
BSWM
233
Boston Standard Wealth Management
Massachusetts
$5.91M +$549K +10,853 +10%
CT
234
Coastline Trust
Rhode Island
$5.88M -$399K -7,891 -6%
OC
235
Oppenheimer & Co
New York
$5.87M +$3.95M +78,072 +200%
CCA
236
Column Capital Advisors
Indiana
$5.86M +$27.5M +544,049 +185%
FPCP
237
Fort Point Capital Partners
California
$5.85M -$456K -9,006 -7%
EF
238
Empirical Finance
Pennsylvania
$5.68M -$197K -3,902 -3%
TWP
239
Total Wealth Planning
Ohio
$5.62M -$66.6K -1,317 -1%
FIM
240
Freedom Investment Management
Connecticut
$5.6M +$4.21M +83,217 +291%
WWM
241
Western Wealth Management
Colorado
$5.58M +$4.16M +82,270 +283%
RC
242
Roundview Capital
New Jersey
$5.57M +$502K +9,918 +10%
TFP
243
TrueWealth Financial Partners
Washington
$5.55M +$264K +5,211 +5%
SW
244
SoFi Wealth
California
$5.53M +$461K +9,120 +9%
MCM
245
Monarch Capital Management
Indiana
$5.52M -$363K -7,171 -6%
AAS
246
Avantax Advisory Services
Texas
$5.51M +$580K +11,461 +12%
SGI
247
Summit Global Investments
Utah
$5.51M -$2.31M -45,685 -29%
SFG
248
Sovereign Financial Group
Connecticut
$5.44M +$81.7K +1,616 +2%
LWANC
249
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.43M -$7.36M -145,493 -57%
HT
250
Heritage Trust
Oklahoma
$5.41M -$4.45K -88 -0.1%

VTIP Hedge Fund Activity: Q2 2022 in Review

807 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q2 2022, worth a combined $11.1B — up 4.9% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTIP positions and 70 closed out — a net gain of 33 holders — while 345 added to existing stakes and 267 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $155M. The largest seller was Fidelity Investments, cutting an estimated $95.5M.

  • 807 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2022, up from 786 in Q1 2022.
  • Funds reported $11.1B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2022, up 4.9% quarter-over-quarter.
  • 103 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2022 and 70 closed out, a net change of +33 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2022 was Exchange Traded Concepts, an estimated $155M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2022 was Fidelity Investments, an estimated $95.5M sold.

Based on aggregated 13F filings for Q2 2022.