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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
RWA
276
RGT Wealth Advisors
Texas
$3.06M +$3.09M +59,468 New
SS
277
Simplicity Solutions
Minnesota
$3.04M +$1.78M +34,283 +138%
NA
278
NewEdge Advisors
Louisiana
$3.03M +$1.89M +36,377 +161%
NL
279
NWAM LLC
Washington
$3.02M -$34.1K -656 -1%
AA
280
Apriem Advisors
California
$3M +$183K +3,516 +6%
DPI
281
Diversified Portfolios Inc
Michigan
$2.98M +$610K +11,728 +25%
MOS
282
MGO One Seven
Ohio
$2.96M +$225K +4,321 +8%
CWC
283
Carolinas Wealth Consulting
North Carolina
$2.95M +$370K +7,108 +14%
BSWM
284
Boston Standard Wealth Management
Massachusetts
$2.93M +$1.76M +33,743 +145%
COI
285
Connable Office Inc
Michigan
$2.9M +$2.94M +56,465 New
SI
286
SimpliFi Inc
California
$2.89M +$2.93M +56,272 New
Susquehanna International Group
287
Susquehanna International Group
Pennsylvania
$2.88M +$122K +2,352 +4%
BA
288
Bard Associates
Illinois
$2.88M -$15.6K -300 -0.5%
SHWM
289
Smith & Howard Wealth Management
Georgia
$2.86M -$196K -3,768 -6%
ML
290
Mayport LLC
Massachusetts
$2.84M +$2.87M +55,199 New
RRA
291
Round Rock Advisors
Connecticut
$2.75M +$2.79M +53,515 New
KFGK
292
Keystone Financial Group (Kentucky)
Kentucky
$2.72M +$500K +9,601 +22%
SJIA
293
St. James Investment Advisors
New York
$2.72M +$2.75M +52,907 New
TCM
294
Triumph Capital Management
Colorado
$2.72M -$155K -2,987 -5%
OC
295
Oppenheimer & Co
New York
$2.7M +$2.15M +41,272 +366%
CIBC World Market
296
CIBC World Market
Ontario, Canada
$2.69M +$2.15M +41,251 +375%
RA
297
RiverTree Advisors
Florida
$2.65M +$112K +2,159 +4%
RH
298
RFG Holdings
Texas
$2.64M +$311K +5,984 +13%
MCA
299
Maryland Capital Advisors
Maryland
$2.61M +$2.65M +50,856 New
SCM
300
Southport Capital Management
Tennessee
$2.6M +$1.12M +21,529 +74%

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.