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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
CA
451
Calton & Associates
Florida
$860K +$41.6K +799 +5%
BAM
452
Belpointe Asset Management
Nevada
$842K -$131K -2,519 -13%
IIC
453
Integrated Investment Consultants
Michigan
$832K +$12.2K +234 +1%
SIA
454
Strategic Investment Advisors
Michigan
$830K +$17K +326 +2%
MIA
455
MMBG Investment Advisors
Florida
$822K +$833K +16,000 New
JCM
456
J2 Capital Management
Michigan
$815K +$825K +15,858 New
HHRDM
457
H&H Retirement Design & Management
Nevada
$803K -$5.89M -113,211 -88%
CWM
458
Congress Wealth Management
Massachusetts
$798K +$808K +15,519 New
DACG
459
Donor Advised Charitable Giving
California
$797K +$262K +5,043 +48%
GL
460
Graypoint LLC
New York
$790K +$599K +11,511 +298%
PHIMC
461
Private Harbour Investment Management & Counsel
Ohio
$777K +$52K +1,000 +7%
CFAM
462
Center For Asset Management
Florida
$770K +$48.4K +930 +7%
HL
463
HeadInvest LLC
Maine
$759K +$344K +6,605 +81%
FWM
464
Frontier Wealth Management
Missouri
$750K +$126K +2,419 +20%
MWA
465
Moser Wealth Advisors
Washington
$744K +$82.8K +1,590 +12%
RCM
466
Radnor Capital Management
Pennsylvania
$744K +$753K +14,465 New
PFGIA
467
Patriot Financial Group Insurance Agency
Massachusetts
$742K -$7.91K -152 -1%
VWA
468
V Wealth Advisors
Kansas
$740K +$749K +14,398 New
SWP
469
Stratos Wealth Partners
Ohio
$728K -$61.3K -1,178 -8%
CCWA
470
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$727K +$83.2K +1,599 +13%
MNBTD
471
Moody National Bank Trust Division
Texas
$720K
BWM
472
Benchmark Wealth Management
Connecticut
$720K +$158K +3,029 +28%
SPIA
473
Steward Partners Investment Advisory
New York
$718K -$91.7K -1,761 -11%
IA
474
IFG Advisory
Georgia
$717K +$124K +2,373 +20%
KJWM
475
Kiley Juergens Wealth Management
Washington
$715K +$124K +2,385 +21%

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.