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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
CGFA
476
Colton Groome Financial Advisors
North Carolina
$702K +$7.55K +145 +1%
CAPTRUST Financial Advisors
477
CAPTRUST Financial Advisors
North Carolina
$701K -$32.2K -618 -4%
EA
478
Elm Advisors
California
$698K +$67.7K +1,301 +11%
MIM
479
MTM Investment Management
South Carolina
$681K +$280K +5,375 +68%
WS
480
Wedbush Securities
California
$680K +$308K +5,915 +81%
IAMOG
481
Investors Asset Management of Georgia
Georgia
$668K +$104K +2,000 +18%
LIG
482
Lokken Investment Group
Delaware
$666K -$22.3K -428 -3%
CIBC Private Wealth Group
483
CIBC Private Wealth Group
Georgia
$661K +$670K +12,868 New
PPP
484
Private Portfolio Partners
New Jersey
$651K +$78K +1,498 +13%
PB
485
Pinnacle Bancorp
Nebraska
$642K +$35.6K +684 +6%
SAMC
486
Spectrum Asset Management (California)
California
$642K +$103K +1,971 +19%
LOPW
487
Live Oak Private Wealth
North Carolina
$637K
WP
488
WealthPLAN Partners
Nebraska
$635K -$64K -1,230 -9%
MSAM
489
Moloney Securities Asset Management
Missouri
$635K -$24.1K -464 -4%
MWA
490
Meridian Wealth Advisors
Texas
$624K +$21.9K +420 +4%
JE
491
JMAC Enterprises
Pennsylvania
$622K +$638K +12,257 New
TSS
492
Two Sigma Securities
New York
$613K -$50.6K -973 -8%
FTS
493
Fifth Third Securities
Ohio
$613K +$46.7K +898 +8%
IPW
494
Intergy Private Wealth
Colorado
$613K +$620K +11,917 New
AWM
495
Avior Wealth Management
Nebraska
$607K -$1.67K -32 -0.3%
FOA
496
Five Oceans Advisors
California
$593K +$5.99K +115 +1%
MAM
497
McLean Asset Management
Virginia
$588K +$63.2K +1,215 +12%
S
498
SignatureFD
Georgia
$588K +$75.5K +1,450 +15%
BCWM
499
Bartlett & Co Wealth Management
Ohio
$587K +$317K +6,100 +115%
BC
500
Bartlett & Co
Ohio
$587K +$317K +6,100 +115%

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.