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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
TCWM
401
Total Clarity Wealth Management
Illinois
$1.32M +$71.8K +1,379 +6%
CPIG
402
Chicago Partners Investment Group
Illinois
$1.31M +$340K +6,525 +34%
WPA
403
West Paces Advisors
Georgia
$1.31M
UCFA
404
United Capital Financial Advisors
Texas
$1.31M +$140K +2,698 +12%
BWG
405
Beta Wealth Group
California
$1.27M
VC
406
Veery Capital
Delaware
$1.26M +$87.3K +1,678 +7%
RIA
407
Regal Investment Advisors
Michigan
$1.26M +$99.4K +1,909 +8%
BCA
408
Bay Colony Advisors
Massachusetts
$1.24M +$260K +4,989 +26%
RVPG
409
Relative Value Partners Group
$1.24M +$109K +2,091 +9%
JWCA
410
J.W. Cole Advisors
Florida
$1.23M -$68.8K -1,322 -5%
AA
411
ALPS Advisors
Colorado
$1.22M -$3.9K -75 -0.3%
HWMG
412
Hurlow Wealth Management Group
Indiana
$1.19M -$581K -11,154 -32%
FCA
413
FLC Capital Advisors
California
$1.19M +$393K +7,550 +48%
CCG
414
Chatham Capital Group
Georgia
$1.19M +$770K +14,800 +179%
CFGS
415
Concourse Financial Group Securities
Alabama
$1.18M +$135K +2,590 +13%
LA
416
Latitude Advisors
Florida
$1.16M +$41.8K +803 +4%
Kovitz Investment Group Partners
417
Kovitz Investment Group Partners
Illinois
$1.15M +$793K +15,235 +208%
SHWM
418
Silicon Hills Wealth Management
Texas
$1.15M +$782K +15,017 +206%
BDF
419
Black Diamond Financial
Maryland
$1.14M +$1.16M +22,200 New
CFD
420
Creative Financial Designs
Indiana
$1.14M -$81.8K -1,572 -7%
CWA
421
Cornerstone Wealth Advisors
Minnesota
$1.08M +$370K +7,100 +51%
PCM
422
Passive Capital Management
Maryland
$1.07M +$1.09M +20,862 New
MIH
423
Meitav Investment House
Israel
$1.07M +$1.08M +20,770 New
PAS
424
Park Avenue Securities
New York
$1.06M +$351K +6,741 +49%
LFA
425
Level Financial Advisors
New York
$1.06M +$1.07M +20,581 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.