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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
NC
476
NinePointTwo Capital
California
$219K
CAM
477
Cresset Asset Management
Illinois
$218K -$7.66K -147 -3%
LWAC
478
Laurel Wealth Advisors (California)
California
$217K +$216K +4,153 New
LS
479
Leelyn Smith
Illinois
$216K
ARC
480
Advisor Resource Council
Texas
$215K +$214K +4,110 New
BAM
481
Baldrige Asset Management
Pennsylvania
$212K -$25.2K -483 -11%
JWCA
482
J.W. Cole Advisors
Florida
$211K -$27.2K -522 -12%
CAG
483
Csenge Advisory Group
Florida
$208K +$209K +4,002 New
BDF
484
Black Diamond Financial
Maryland
$207K +$203K +3,903 New
PAS
485
Park Avenue Securities
New York
$204K +$203K +3,901 New
GL
486
Graypoint LLC
New York
$203K +$202K +3,868 New
CRWM
487
Castle Rock Wealth Management
California
$201K +$200K +3,830 New
PCWA
488
Pacific Capital Wealth Advisors
California
$200K +$199K +3,821 New
EVM
489
Eaton Vance Management
Massachusetts
$197K -$18.8K -360 -9%
AIC
490
Archer Investment Corporation
Indiana
$185K -$55.7K -1,068 -23%
WAS
491
Winch Advisory Services
Wisconsin
$184K +$22.2K +425 +14%
HS
492
Horan Securities
United States
$151K -$10.8K -207 -7%
MAM
493
Meeder Asset Management
Ohio
$138K +$24.2K +465 +21%
TPCW
494
TD Private Client Wealth
New York
$136K +$11.5K +221 +9%
CFA
495
Carroll Financial Associates
North Carolina
$133K -$8.34K -160 -6%
KFS
496
Kelly Financial Services
Massachusetts
$130K +$346K +6,647 +4,373%
AFS
497
Annapolis Financial Services
Maryland
$129K
HDIM
498
Hanson & Doremus Investment Management
Vermont
$125K -$40.2K -771 -24%
ADL
499
Asset Dedication LLC
California
$106K +$57.7K +1,108 +120%
AL
500
ADE LLC
Maryland
$105K

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.