We are live on ! Find out more
VTIP icon

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
WB
276
WesBanco Bank
West Virginia
$1.5M +$517K +9,929 +53%
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$1.48M -$15.7K -301 -1%
SPA
278
Sentinel Pension Advisors
Massachusetts
$1.48M +$1.47M +28,296 New
OAM
279
Oppenheimer Asset Management
New York
$1.47M +$70.7K +1,357 +5%
HWM
280
Howard Wealth Management
Connecticut
$1.46M +$171K +3,284 +13%
CW
281
CreativeOne Wealth
Kansas
$1.46M +$251K +4,815 +21%
BWG
282
Beta Wealth Group
California
$1.45M +$60.3K +1,156 +4%
PFA
283
Paradigm Financial Advisors
Missouri
$1.45M +$644K +12,354 +81%
JHCP
284
Jackson Hole Capital Partners
Oklahoma
$1.43M +$36.7K +704 +3%
CWM
285
Cedar Wealth Management
California
$1.43M +$11.3K +217 +0.8%
NIM
286
Northeast Investment Management
Massachusetts
$1.39M +$199K +3,815 +17%
AFP
287
Ausdal Financial Partners
Iowa
$1.38M -$435K -8,352 -24%
AWM
288
Aries Wealth Management
Maine
$1.36M +$208K +4,000 +18%
PWM
289
Perigon Wealth Management
California
$1.35M -$185K -3,545 -12%
WPA
290
West Paces Advisors
Georgia
$1.34M
TFA
291
Tranquilli Financial Advisor
New Jersey
$1.3M +$7.82K +150 +0.6%
ANTB
292
AMG National Trust Bank
Colorado
$1.26M +$887K +17,026 +239%
EC
293
Estate Counselors
Wisconsin
$1.25M +$422K +8,100 +51%
LA
294
Latitude Advisors
Florida
$1.24M +$505K +9,685 +69%
TCWM
295
Total Clarity Wealth Management
Illinois
$1.23M +$27.3K +524 +2%
HPCM
296
Hunter Perkins Capital Management
Illinois
$1.22M
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
$1.22M +$1.03M +19,768 +567%
MFWM
298
Motley Fool Wealth Management
Virginia
$1.22M +$716K +13,729 +145%
SFI
299
SPC Financial Inc
Maryland
$1.2M +$255K +4,900 +27%
RJT
300
Raymond James Trust
Florida
$1.2M +$419K +8,033 +54%

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.