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
NEWAS
401
N.E.W. Advisory Services
Wisconsin
$443K +$25.6K +491 +6%
WT
402
Washington Trust
Rhode Island
$441K +$150K +2,875 +52%
SW
403
SkyOak Wealth
Michigan
$439K +$7.87K +151 +2%
EWA
404
Exencial Wealth Advisors
Oklahoma
$439K +$29.9K +574 +7%
CWA
405
Cornerstone Wealth Advisors
Minnesota
$439K +$441K +8,460 New
CCG
406
Chatham Capital Group
Georgia
$432K
IIC
407
Integrated Investment Consultants
Michigan
$431K +$14K +269 +3%
Kovitz Investment Group Partners
408
Kovitz Investment Group Partners
Illinois
$425K -$833K -15,975 -66%
MW
409
Marks Wealth
Maryland
$420K +$193K +3,707 +86%
BlackRock
410
BlackRock
New York
$419K +$71.9K +1,380 +21%
NDSI
411
Newman Dignan & Sheerar Inc
Rhode Island
$414K
RWI
412
Red Wave Investments
Pennsylvania
$413K
EPA
413
Element Pointe Advisors
Florida
$412K
MP
414
McDonald Partners
Ohio
$411K +$63.8K +1,225 +19%
CAG
415
Compass Advisory Group
New York
$409K
VCAM
416
Van Cleef Asset Management
Ohio
$401K +$399K +7,655 New
HFS
417
Horizon Financial Services
North Carolina
$398K +$396K +7,599 New
CISOA
418
Capital Investment Services of America
Wisconsin
$393K
CFB
419
Cullen/Frost Bankers
Texas
$382K +$21.1K +404 +6%
PWMAG
420
Pinnacle Wealth Management Advisory Group
New Jersey
$375K
OHIS
421
Oak Harvest Investment Services
Texas
$370K
CCG
422
Cypress Capital Group
Florida
$365K -$7.5K -144 -2%
AIM
423
AMI Investment Management
Indiana
$364K
WS
424
Wedbush Securities
California
$362K +$128K +2,465 +56%
SSWM
425
Sheets Smith Wealth Management
North Carolina
$359K -$55.2K -1,060 -13%

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.