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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
PAG
26
Private Advisor Group
New Jersey
$42.7M +$1.74M +33,390 +4%
AHSW
27
Adventist Health System West
California
$42.6M +$5.03M +96,600 +13%
AssetMark Inc
28
AssetMark Inc
California
$40.3M +$12.8M +246,350 +47%
AC
29
Abbrea Capital
California
$39.9M +$1.7M +32,546 +4%
BSW
30
Buckingham Strategic Wealth
Missouri
$39.8M +$37.9M +727,674 +2,359%
APCM
31
Alaska Permanent Capital Management
Alaska
$38.7M -$5.76M -110,428 -13%
AIP
32
Almanack Investment Partners
Pennsylvania
$37.8M +$1.17M +22,437 +3%
CFO
33
Colony Family Offices
North Carolina
$36.6M +$405K +7,776 +1%
FT
34
Fiduciary Trust
Massachusetts
$36.5M -$4.2M -80,573 -10%
JWM
35
Jeppson Wealth Management
California
$31.4M +$1.55M +29,812 +5%
SAS
36
SMI Advisory Services
Indiana
$30.1M +$29.9M +574,397 New
CA
37
CSM Advisors
Pennsylvania
$30.1M +$29.9M +574,194 New
NRA
38
NSI Retail Advisors
Pennsylvania
$30.1M +$29.9M +574,194 New
US Bancorp
39
US Bancorp
Minnesota
$29.9M -$1.63M -31,348 -5%
CS
40
Credit Suisse
Switzerland
$28.7M +$1.23M +23,570 +4%
DRS
41
Deane Retirement Strategies
Louisiana
$28.4M +$20.1M +385,621 +248%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$27.8M +$17.2M +330,570 +165%
EGWAG
43
Elwood & Goetz Wealth Advisory Group
Georgia
$27.7M +$1.8M +34,591 +7%
LG
44
Leuthold Group
Minnesota
$27.6M +$9.03M +173,271 +49%
Goldman Sachs
45
Goldman Sachs
New York
$27M +$2.4M +46,108 +10%
Stifel Financial
46
Stifel Financial
Missouri
$27M +$4.47M +85,762 +20%
AHC
47
Anderson Hoagland & Co
Missouri
$26.9M +$6.29M +120,631 +31%
CFG
48
Compton Financial Group
Maryland
$26M +$1.32M +25,274 +5%
NSIM
49
North Star Investment Management
Illinois
$25.8M +$8.58M +164,701 +50%
Creative Planning
50
Creative Planning
Kansas
$24.9M -$54.8K -1,052 -0.2%

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.