We are live on ! Find out more
VTIP icon

Vanguard Short-Term Inflation-Protected Securities Index Fund

807 hedge funds and large institutions have $11.1B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 345 increasing their positions, 267 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $3.05M

47% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 70

29% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 267

25% more funds holding in top 10

Funds holding in top 10: 113141 (+28)

3% more funds holding

Funds holding: 786807 (+21)

5% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$517M)

0.07% less ownership

Funds ownership: 52.59%52.53% (-0.07%)

Holders
807
Holders Change
+21
Holders Change %
+2.67%
% of All Funds
13.6%
Holding in Top 10
141
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+24.78%
% of All Funds
2.38%
New
103
Increased
345
Reduced
267
Closed
70
Calls
$10.1M
Puts
$3.05M
Net Calls
+$7.07M
Net Calls Change
+$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
601
Topel & Distasi Wealth Management
California
$379K -$6.22K -123 -2%
CISOA
602
Capital Investment Services of America
Wisconsin
$376K
FFA
603
First Foundation Advisors
California
$376K +$379K +7,500 New
Thrivent Financial for Lutherans
604
Thrivent Financial for Lutherans
Minnesota
$375K +$379K +7,490 New
SFG
605
Sunburst Financial Group
Alabama
$372K -$75.1K -1,484 -17%
WEG
606
World Equity Group
Illinois
$370K +$373K +7,380 New
MFA
607
Mayflower Financial Advisors
Massachusetts
$369K +$87.2K +1,723 +31%
FMWA
608
Forvis Mazars Wealth Advisors
Missouri
$358K +$362K +7,149 New
AFC
609
AFT Forsyth & Company
Florida
$358K +$362K +7,150 New
GRP
610
Global Retirement Partners
California
$352K +$8.09K +160 +2%
IGGA
611
Iron Gate Global Advisors
Utah
$352K +$356K +7,028 New
PA
612
Pinnacle Associates
New York
$350K -$149K -2,952 -30%
KFS
613
Kaizen Financial Strategies
California
$349K -$20.2K -400 -5%
LWM
614
Laidlaw Wealth Management
New York
$348K -$180K -3,560 -34%
CAM
615
Covenant Asset Management
New Jersey
$347K +$14.7K +290 +4%
LCM
616
Liberty Capital Management
Michigan
$341K +$344K +6,796 New
BOPW
617
Brandywine Oak Private Wealth
Pennsylvania
$340K +$2.58K +51 +0.8%
JPLA
618
Joseph P. Lucia & Associates
New York
$339K +$327K +6,455 +2,152%
PIFP
619
Partners in Financial Planning
Virginia
$336K +$4.55K +90 +1%
Kovitz Investment Group Partners
620
Kovitz Investment Group Partners
Illinois
$335K +$455 +9 +0.1%
WAM
621
Worth Asset Management
Texas
$335K +$759 +15 +0.2%
VWA
622
VERITY Wealth Advisors
United States
$332K +$123K +2,440 +58%
BJL
623
Brighton Jones LLC
Washington
$332K +$336K +6,633 New
MPW
624
Monterey Private Wealth
California
$328K +$85.6K +1,692 +35%
PMA
625
Prudent Man Advisors
Illinois
$326K

VTIP Hedge Fund Activity: Q2 2022 in Review

807 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q2 2022, worth a combined $11.1B — up 4.9% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTIP positions and 70 closed out — a net gain of 33 holders — while 345 added to existing stakes and 267 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $155M. The largest seller was Fidelity Investments, cutting an estimated $95.5M.

  • 807 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2022, up from 786 in Q1 2022.
  • Funds reported $11.1B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2022, up 4.9% quarter-over-quarter.
  • 103 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2022 and 70 closed out, a net change of +33 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2022 was Exchange Traded Concepts, an estimated $155M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2022 was Fidelity Investments, an estimated $95.5M sold.

Based on aggregated 13F filings for Q2 2022.