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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
NA
26
NextCapital Advisers
Illinois
$66M +$3.86M +74,147 +6%
Citadel Advisors
27
Citadel Advisors
Florida
$61.6M +$62.4M +1,198,937 New
KA
28
Klingman & Associates
New York
$59.3M +$2.78M +53,384 +5%
BSW
29
Buckingham Strategic Wealth
Missouri
$56.3M +$12.4M +238,908 +28%
BHWM
30
Beaird Harris Wealth Management
Texas
$55.4M +$56.1M +1,077,119 New
PAG
31
Private Advisor Group
New Jersey
$53.3M -$24.3M -466,787 -31%
CIAS
32
CBIZ Investment Advisory Services
Ohio
$52.7M +$53.4M +1,025,557 New
BCMIO
33
Beacon Capital Management Inc (Ohio)
Ohio
$50.6M +$12.6M +242,448 +33%
AHSW
34
Adventist Health System West
California
$49.7M -$501K -9,620 -1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$47.9M +$14.4M +277,576 +42%
BS
36
Banco Santander
Spain
$46.4M
TSW
37
Thompson Siegel & Walmsley
Virginia
$44.3M +$12.5M +239,533 +38%
CA
38
CSM Advisors
Pennsylvania
$40.9M
NRA
39
NSI Retail Advisors
Pennsylvania
$40.9M
AC
40
Abbrea Capital
California
$40.6M +$1.37M +26,363 +3%
CFO
41
Colony Family Offices
North Carolina
$38.8M +$310K +5,956 +0.8%
Stifel Financial
42
Stifel Financial
Missouri
$37.5M +$118K +2,271 +0.3%
AWS
43
AJ Wealth Strategies
New York
$37.5M +$37.9M +728,934 New
NSIM
44
North Star Investment Management
Illinois
$37.4M +$6.34M +121,863 +20%
APCM
45
Alaska Permanent Capital Management
Alaska
$36.7M +$259K +4,980 +0.7%
AssetMark Inc
46
AssetMark Inc
California
$33.4M +$2.17M +41,709 +7%
Goldman Sachs
47
Goldman Sachs
New York
$33.1M +$3.56M +68,386 +12%
CPFP
48
Clear Perspectives Financial Planning
Ohio
$32.8M +$3.55M +68,218 +12%
EA
49
Efficient Advisors
Ohio
$32.3M +$12.6M +242,471 +63%
EGWAG
50
Elwood & Goetz Wealth Advisory Group
Georgia
$32M +$2.28M +43,731 +8%

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.