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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
BA
251
Ballew Advisors
Mississippi
$3.56M +$3.63M +69,727 New
SI
252
Stephens Inc
Arkansas
$3.56M -$3.26M -62,733 -48%
SRC
253
Sage Rhino Capital
California
$3.48M -$239K -4,590 -6%
EWM
254
Elmwood Wealth Management
California
$3.45M +$3.5M +67,174 New
DAS
255
Dynamic Advisor Solutions
Arizona
$3.43M +$529K +10,165 +18%
CWM
256
Cranbrook Wealth Management
Michigan
$3.41M +$5.99K +115 +0.2%
F4L
257
Fortune 45 LLC
Louisiana
$3.4M +$3.45M +66,215 New
NL
258
NEPC LLC
Massachusetts
$3.34M +$1.5M +28,813 +79%
MIA
259
MainStreet Investment Advisors
Illinois
$3.27M -$300K -5,766 -8%
AAS
260
Avantax Advisory Services
Texas
$3.25M +$2.43M +46,725 +283%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$3.24M +$178K +3,420 +6%
William Blair & Company
262
William Blair & Company
Illinois
$3.24M +$13.9K +268 +0.4%
WFA
263
Wellspring Financial Advisors
Ohio
$3.21M +$67.6K +1,298 +2%
DI
264
Disciplined Investments
Oklahoma
$3.2M +$323K +6,201 +11%
KOMWMG
265
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.2M +$3.24M +62,188 New
MWA
266
Martel Wealth Advisors
Washington
$3.18M +$23.1K +443 +0.7%
AAP
267
Arax Advisory Partners
Colorado
$3.15M +$2.1M +40,415 +194%
LSAG
268
Lake Street Advisors Group
New Hampshire
$3.15M +$3.19M +61,235 New
ACM
269
Ategra Capital Management
Virginia
$3.12M +$60.5K +1,162 +2%
JFGIW
270
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.11M +$343K +6,600 +12%
AW
271
ACG Wealth
Georgia
$3.09M +$1.19M +22,803 +61%
AWM
272
Axxcess Wealth Management
California
$3.08M +$3.12M +59,998 New
IFS
273
Ifrah Financial Services
Arkansas
$3.08M +$1.07M +20,629 +52%
RA
274
Riversedge Advisors
Delaware
$3.08M +$143K +2,753 +5%
PAG
275
Private Advisory Group
Washington
$3.06M +$531K +10,194 +21%

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.