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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
MC
526
Moors & Cabot
Massachusetts
$462K -$85.9K -1,650 -16%
SW
527
SkyOak Wealth
Michigan
$457K +$10.4K +199 +2%
WAS
528
Winch Advisory Services
Wisconsin
$456K +$295K +5,674 +177%
ARC
529
Advisor Resource Council
Texas
$455K +$462K +8,868 New
Fifth Third Bancorp
530
Fifth Third Bancorp
Ohio
$443K -$1.35K -26 -0.3%
LAS
531
LWM Advisory Services
Florida
$440K +$445K +8,554 New
SSWM
532
Sheets Smith Wealth Management
North Carolina
$438K +$84K +1,614 +23%
EAM
533
Evanson Asset Management
California
$438K +$110K +2,117 +33%
MC
534
Matisse Capital
Oregon
$437K
WB
535
West Bancorporation
Iowa
$436K +$441K +8,480 New
VCAM
536
Van Cleef Asset Management
Ohio
$435K
SF
537
Synovus Financial
Georgia
$433K +$75.2K +1,444 +21%
CL
538
CPWM LLC
Washington
$428K +$423K +8,134 New
ECM
539
Evergreen Capital Management
Washington
$426K +$199K +3,825 +86%
CAM
540
Cresset Asset Management
Illinois
$425K +$33.7K +648 +8%
NDSI
541
Newman Dignan & Sheerar Inc
Rhode Island
$424K +$14.5K +278 +3%
RBCM
542
Raub Brock Capital Management
California
$420K
IAA
543
Independent Advisor Alliance
North Carolina
$420K +$19.7K +378 +5%
FHA
544
First Horizon Advisors
Tennessee
$413K +$60.6K +1,165 +17%
FDCDDQ
545
Federation des caisses Desjardins du Quebec
Quebec, Canada
$407K -$24.2K -465 -6%
RWI
546
Red Wave Investments
Pennsylvania
$405K
IA
547
Insight Advisors
Pennsylvania
$401K -$2.19K -42 -0.5%
Cerity Partners
548
Cerity Partners
New York
$401K +$165K +3,174 +69%
BFIM
549
Beese Fulmer Investment Management
Ohio
$400K -$384K -7,385 -49%
CBFP
550
Cedar Brook Financial Partners
Ohio
$395K +$5.2K +100 +1%

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.