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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
BSSFA
451
Baron Silver Stevens Financial Advisors
Florida
$267K +$266K +5,109 New
SWP
452
Summit Wealth Partners
Florida
$262K +$4.95K +95 +2%
AWM
453
Aevitas Wealth Management
Massachusetts
$262K
CPO
454
Cerity Partners OCIO
New York
$261K +$259K +4,977 New
NEPWA
455
New England Private Wealth Advisors
Massachusetts
$255K
BCWM
456
Bartlett & Co Wealth Management
Ohio
$250K
BC
457
Bartlett & Co
Ohio
$250K
EWA
458
EP Wealth Advisors
California
$249K -$243K -4,662 -50%
FIA
459
Foundations Investment Advisors
Arizona
$247K +$247K +4,746 New
BAMG
460
Brand Asset Management Group
Missouri
$245K +$10.5K +202 +5%
VWA
461
V Wealth Advisors
Kansas
$240K +$239K +4,582 New
1WA
462
180 Wealth Advisors
Washington
$238K +$15.6K +300 +7%
HIA
463
Harbor Investment Advisory
Maryland
$238K +$237K +4,545 New
XF
464
XML Financial
Maryland
$236K +$10.4K +200 +5%
AWE
465
Avidian Wealth Enterprises
Texas
$235K -$7.92K -152 -3%
CL
466
Choreo LLC
Illinois
$234K
ECM
467
Evergreen Capital Management
Washington
$234K
FHA
468
First Horizon Advisors
Tennessee
$233K +$3.44K +66 +2%
PCA
469
Personal Capital Advisors
California
$232K +$230K +4,419 New
BOPW
470
Brandywine Oak Private Wealth
Pennsylvania
$223K +$222K +4,256 New
AIM
471
Alhambra Investment Management
Florida
$221K +$9.02K +173 +4%
DY
472
Dowling & Yahnke
California
$220K -$39.4K -756 -15%
JFA
473
JNBA Financial Advisors
Minnesota
$220K
WA
474
WESPAC Advisors
California
$220K +$218K +4,192 New
CF
475
Centaurus Financial
California
$220K +$219K +4,204 New

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.