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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
BWL
701
Bogart Wealth LLC
Virginia
$24K +$833 +16 +4%
OA
702
Operose Advisors
Wisconsin
$24K +$23.8K +458 New
GI
703
Gradient Investments
Minnesota
$22K
ST
704
Sageworth Trust
Pennsylvania
$21K
SFCL
705
Strengthening Families & Communities LLC
Massachusetts
$18.3K +$691K +13,285 New
AA
706
Ancora Advisors
Ohio
$18K
Carson Wealth (CWM LLC)
707
Carson Wealth (CWM LLC)
Nebraska
$17K +$16.8K +323 New
DSC
708
Duncker Streett & Co
Missouri
$15K
FWM
709
Focused Wealth Management
New York
$15K +$468 +9 +3%
KCM
710
KRS Capital Management
Michigan
$15K +$15.6K +300 New
TSWM
711
Tyler-Stone Wealth Management
Ohio
$12K +$11.8K +226 New
SFG
712
Steward Financial Group
Texas
$12K +$13K +249 New
TC
713
Trust Company
Kansas
$11K
PCA
714
Providence Capital Advisors
North Carolina
$11K +$10.8K +207 New
QC
715
Quent Capital
New York
$10K +$10.4K +200 New
LWA
716
Lowe Wealth Advisors
Maryland
$9K
WWM
717
Wolff Wiese Magana
California
$8K
EIP
718
Ellis Investment Partners
Pennsylvania
$8K +$260 +5 +3%
CF
719
Concorde Financial
Texas
$8K +$7.81K +150 New
CT
720
Cambridge Trust
Massachusetts
$8K +$8.38K +161 New
HWM
721
HighMark Wealth Management
Minnesota
$7K +$260 +5 +4%
KFS
722
Kelly Financial Services
Massachusetts
$6.97K +$260 +5 +4%
APC
723
Aspire Private Capital
North Carolina
$6K
ACK
724
Andrew C. Karlinski
$6K +$5.67K +109 New
HWA
725
HHM Wealth Advisors
Tennessee
$5K

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.