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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
FI
351
FIDELIS iM
Oregon
$1.86M +$68.1K +1,308 +4%
Nomura Asset Management
352
Nomura Asset Management
Japan
$1.85M +$1.87M +35,965 New
APA
353
Astoria Portfolio Advisors
New York
$1.84M +$1.86M +35,774 New
HPCM
354
Hunter Perkins Capital Management
Illinois
$1.81M +$625K +12,000 +51%
IP
355
Intellectus Partners
California
$1.81M -$494K -9,500 -21%
FW
356
FirstPurpose Wealth
Utah
$1.77M +$1.8M +34,515 New
Rockefeller Capital Management
357
Rockefeller Capital Management
New York
$1.76M +$328K +6,302 +22%
MWM
358
Maltin Wealth Management
New Jersey
$1.76M +$116K +2,238 +7%
GC
359
Gratus Capital
Georgia
$1.75M -$24.2M -464,648 -93%
OIA
360
OneDigital Investment Advisors
Kansas
$1.74M +$805K +15,474 +84%
CA
361
CGN Advisors
Kansas
$1.74M +$373K +7,176 +27%
FIM
362
Freedom Investment Management
Connecticut
$1.73M +$114K +2,184 +7%
HWM
363
Howard Wealth Management
Connecticut
$1.73M +$198K +3,811 +13%
IAN
364
Integrated Advisors Network
Texas
$1.72M -$122K -2,353 -7%
SAM
365
S.A. Mason
Michigan
$1.71M +$64.1K +1,231 +4%
SFS
366
Sowell Financial Services
Arkansas
$1.69M -$1.3M -24,927 -43%
RC
367
RegentAtlantic Capital
New Jersey
$1.69M +$1.31M +25,113 +326%
WTB
368
Washington Trust Bank
Washington
$1.68M +$20.7K +397 +1%
HCC
369
Hirtle Callaghan & Co
Pennsylvania
$1.68M +$1.7M +32,732 New
TFA
370
Tranquilli Financial Advisor
New Jersey
$1.66M +$345K +6,628 +26%
BI
371
Blooom Inc
Kansas
$1.66M +$296K +5,682 +22%
TFP
372
Tilia Fiduciary Partners
North Carolina
$1.65M +$1.67M +32,140 New
ZC
373
Zeit Capital
Colorado
$1.64M +$35.3K +678 +2%
WCWM
374
Willow Creek Wealth Management
California
$1.64M +$148K +2,841 +10%
HIC
375
Holderness Investments Company
North Carolina
$1.62M +$1.64M +31,572 New

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.