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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

614 hedge funds and large institutions have $9.7B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2021 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 340 increasing their positions, 119 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 119

168% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $384K

153% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 32

14% more capital invested

Capital invested by funds: $8.51B → $9.7B (+$1.18B)

13% more funds holding in top 10

Funds holding in top 10: 69 → 78 (+9)

6% more funds holding

Funds holding: 577 → 614 (+37)

0.27% more ownership

Funds ownership: 56.34% → 56.61% (+0.27%)

Holders
614
Holders Change
+37
Holders Change %
+6.41%
% of All Funds
10.75%
Holding in Top 10
78
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.04%
% of All Funds
1.37%
New
81
Increased
340
Reduced
119
Closed
32
Calls
$1.03M
Puts
$384K
Net Calls
+$647K
Net Calls Change
+$647K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$112M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$107M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$68.9M
4
NA
NextCapital Advisers
Illinois
+$63.4M
5
Morgan Stanley
Morgan Stanley
New York
+$62.2M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$23.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$17.7M
3
MWM
Moulton Wealth Management
Washington
-$11.2M
4
CS
Credit Suisse
Switzerland
-$10.1M
5
MTC
Matrix Trust Company
Colorado
-$9.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$28.6M +$3.6M +68,593 +14%
DRS
52
Deane Retirement Strategies
Louisiana
$28.3M -$107K -2,035 -0.4%
AHC
53
Anderson Hoagland & Co
Missouri
$28.1M +$1.15M +22,004 +4%
LG
54
Leuthold Group
Minnesota
$27.6M -$85K -1,620 -0.3%
CFG
55
Compton Financial Group
Maryland
$27.1M +$1.03M +19,552 +4%
FHB
56
First Hawaiian Bank
Hawaii
$26.5M +$2.23M +42,571 +9%
GC
57
Gratus Capital
Georgia
$26.2M +$4.73M +90,103 +22%
CC
58
Cypress Capital
Tennessee
$26M +$26M +495,149 New
VFP
59
Verus Financial Partners
Virginia
$25.8M +$12.3M +234,605 +89%
Wealthfront Advisers
60
Wealthfront Advisers
California
$25.7M +$19M +361,469 +285%
MAM
61
Marotta Asset Management
Virginia
$25.4M +$2.06M +39,361 +9%
EWM
62
Executive Wealth Management
Michigan
$24.9M +$281K +5,361 +1%
PPA
63
Parametric Portfolio Associates
Washington
$24.8M +$2.27M +43,196 +10%
VRM
64
Vectors Research Management
New York
$24.1M +$5.17M +98,554 +27%
BIA
65
Barry Investment Advisors
Massachusetts
$24M +$197K +3,765 +0.8%
V
66
Veritable
Delaware
$24M +$9.17M +174,887 +62%
HC
67
HNP Capital
New York
$23.8M +$4.91M +93,560 +26%
MWP
68
Moller Wealth Partners
$23.6M +$687K +13,099 +3%
AW
69
Avion Wealth
Texas
$23.1M +$1.24M +23,692 +6%
CA
70
Cambridge Associates
Massachusetts
$21.8M +$1.26M +24,079 +6%
WB
71
Webster Bank
Connecticut
$21.3M +$1.5M +28,515 +8%
NQWM
72
Northwest Quadrant Wealth Management
Oregon
$21.2M +$948K +18,076 +5%
EF
73
Empowered Funds
Pennsylvania
$20.3M +$20.6M +393,511 New
EA
74
Efficient Advisors
Ohio
$20.3M +$8.32M +158,690 +70%
SIM
75
Studio Investment Management
Illinois
$20.1M +$20.1M +382,423 New
1 2
3
4 5

VTIP Hedge Fund Activity: Q3 2021 in Review

614 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2021, worth a combined $9.7B — up 14% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VTIP positions and 32 closed out — a net gain of 49 holders — while 340 added to existing stakes and 119 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $112M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $23.8M sold.

  • 614 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2021, up from 577 in Q2 2021.
  • Funds reported $9.7B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2021, up 14% quarter-over-quarter.
  • 81 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2021 and 32 closed out, a net change of +49 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2021 was JP Morgan Chase, an estimated $112M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2021 was Brinker Capital Investments, an estimated $23.8M sold.

Based on aggregated 13F filings for Q3 2021.