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Vanguard Short-Term Inflation-Protected Securities Index Fund

577 hedge funds and large institutions have $8.51B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2021 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 304 increasing their positions, 104 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 23

192% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 104

12% more funds holding

Funds holding: 513577 (+64)

11% more funds holding in top 10

Funds holding in top 10: 6269 (+7)

11% more capital invested

Capital invested by funds: $7.65B → $8.51B (+$863M)

6.58% less ownership

Funds ownership: 62.92%56.34% (-6.6%)

Holders
577
Holders Change
+64
Holders Change %
+12.48%
% of All Funds
10.04%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1.2%
New
92
Increased
304
Reduced
104
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
251
Great Valley Advisor Group
Delaware
$1.94M +$1.93M +37,059 New
RW
252
REDW Wealth
New Mexico
$1.88M +$273K +5,233 +17%
GI
253
Glovista Investments
New Jersey
$1.83M +$52.1K +1,000 +3%
SWM
254
Spire Wealth Management
Virginia
$1.78M +$480K +9,206 +37%
JCM
255
Jacobsen Capital Management
Utah
$1.78M +$90.8K +1,742 +5%
CCA
256
Column Capital Advisors
Indiana
$1.75M +$143K +2,751 +1%
HWMG
257
Hurlow Wealth Management Group
Indiana
$1.73M +$357K +6,842 +26%
UFA
258
US Financial Advisors
Massachusetts
$1.7M -$1.21M -23,268 -42%
MWM
259
Maltin Wealth Management
New Jersey
$1.67M +$70.1K +1,345 +4%
SAM
260
S.A. Mason
Michigan
$1.65M +$34.1K +655 +2%
ACP
261
Ashfield Capital Partners
California
$1.65M +$184K +3,534 +13%
IAN
262
Integrated Advisors Network
Texas
$1.65M +$521K +10,000 +47%
PA
263
Parallel Advisors
California
$1.64M +$646K +12,388 +66%
WTB
264
Washington Trust Bank
Washington
$1.63M
FIM
265
Freedom Investment Management
Connecticut
$1.6M -$2.33M -44,691 -59%
EAM
266
Evanson Asset Management
California
$1.59M +$1.3M +25,000 +469%
ZC
267
Zeit Capital
Colorado
$1.58M +$84.1K +1,613 +6%
OWA
268
Outlook Wealth Advisors
Texas
$1.58M +$364K +6,993 +30%
FTUS
269
Flow Traders U.S.
New York
$1.53M +$1.52M +29,220 New
WCWM
270
Willow Creek Wealth Management
California
$1.53M +$32.8K +630 +2%
AA
271
Advisory Alpha
Michigan
$1.52M +$435K +8,353 +40%
KOC
272
Koss-Olinger Consulting
Florida
$1.52M +$1.51M +29,041 New
BI
273
Blooom Inc
Kansas
$1.51M +$114K +2,189 +8%
SPC
274
Sigma Planning Corp
Michigan
$1.51M +$301K +5,769 +25%
AWA
275
Arete Wealth Advisors
Illinois
$1.51M +$1.67M +32,113 New

VTIP Hedge Fund Activity: Q2 2021 in Review

577 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q2 2021, worth a combined $8.51B — up 11% from $7.65B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VTIP positions and 23 closed out — a net gain of 69 holders — while 304 added to existing stakes and 104 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $169M. The largest seller was SCS Capital Management, cutting an estimated $378M.

  • 577 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2021, up from 513 in Q1 2021.
  • Funds reported $8.51B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2021, up 11% quarter-over-quarter.
  • 92 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2021 and 23 closed out, a net change of +69 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2021 was JP Morgan Chase, an estimated $169M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2021 was SCS Capital Management, an estimated $378M sold.

Based on aggregated 13F filings for Q2 2021.