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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
TDWM
551
Topel & Distasi Wealth Management
California
$395K +$400K +7,680 New
FAIM
552
Financial Advocates Investment Management
Washington
$393K -$34.1K -655 -8%
PWMAG
553
Pinnacle Wealth Management Advisory Group
New Jersey
$393K
VWA
554
Visionary Wealth Advisors
Illinois
$392K +$396K +7,617 New
CSPIA
555
Cary Street Partners Investment Advisory
Virginia
$386K +$8.22K +158 +2%
CISOA
556
Capital Investment Services of America
Wisconsin
$385K
OHIS
557
Oak Harvest Investment Services
Texas
$382K +$15.2K +292 +4%
BlackRock
558
BlackRock
New York
$378K -$28K -538 -7%
CWA
559
Clarus Wealth Advisors
Arizona
$376K -$172K -3,303 -31%
DHGWA
560
Dixon Hughes Goodman Wealth Advisors
North Carolina
$374K +$378K +7,272 New
KAM
561
Kraft Asset Management
Tennessee
$373K +$378K +7,255 New
MWM
562
Merriman Wealth Management
Washington
$363K -$184K -3,527 -33%
BF
563
BOK Financial
Oklahoma
$354K -$13.6K -261 -4%
MWA
564
MFA Wealth Advisors
Pennsylvania
$352K +$356K +6,844 New
CCG
565
Cypress Capital Group
Florida
$344K -$19.7K -378 -5%
VPIM
566
Vanguard Personalized Indexing Management
California
$343K
SFG
567
Sunburst Financial Group
Alabama
$343K +$72.1K +1,385 +26%
CAM
568
Covenant Asset Management
New Jersey
$341K +$345K +6,629 New
MFG
569
Monumental Financial Group
Maryland
$339K +$343K +6,600 New
PMA
570
Prudent Man Advisors
Illinois
$335K
SFS
571
Summit Financial Strategies
Ohio
$335K
HFS
572
Horizon Financial Services
North Carolina
$335K -$30.6K -588 -8%
SW
573
Simplicity Wealth
New Jersey
$333K +$337K +6,475 New
KNFPWM
574
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$332K +$336K +6,454 New
ZF
575
Zhang Financial
Michigan
$331K +$19.5K +375 +6%

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.