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
AssetMark Inc
51
AssetMark Inc
California
$31.1M -$3.44M -68,029 -10%
BIM
52
Bullseye Investment Management
Ohio
$30.9M +$7.38M +145,928 +31%
EGWAG
53
Elwood & Goetz Wealth Advisory Group
Georgia
$30.7M -$1.93M -38,140 -6%
EWM
54
Executive Wealth Management
Michigan
$30.6M +$1.17M +23,170 +4%
MAM
55
Marotta Asset Management
Virginia
$30.3M +$2.59M +51,187 +9%
TLFA
56
True Link Financial Advisors
California
$30.3M +$30.5M +603,642 New
Creative Planning
57
Creative Planning
Kansas
$29.9M +$5.89M +116,532 +24%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$29.8M +$8.73M +172,539 +41%
CIAS
59
CBIZ Investment Advisory Services
Ohio
$29.5M +$29.4M +581,590 +9,004%
NQWM
60
Northwest Quadrant Wealth Management
Oregon
$28.7M +$497K +9,820 +2%
EF
61
Empowered Funds
Pennsylvania
$28.5M +$10.2M +200,954 +53%
FHB
62
First Hawaiian Bank
Hawaii
$28.4M +$202K +3,992 +0.7%
APCM
63
Alaska Permanent Capital Management
Alaska
$28M -$1.84M -36,368 -6%
AW
64
Avion Wealth
Texas
$27.4M +$963K +19,032 +4%
DRS
65
Deane Retirement Strategies
Louisiana
$26.6M -$455K -8,995 -2%
SMG
66
Smart Money Group
Texas
$26.6M +$5.54M +109,539 +26%
VRM
67
Vectors Research Management
New York
$26.5M +$143K +2,829 +0.5%
VFP
68
Verus Financial Partners
Virginia
$25.9M -$373K -7,373 -1%
KAS
69
Kestra Advisory Services
Texas
$25.6M +$17.9M +353,245 +223%
AHC
70
Anderson Hoagland & Co
Missouri
$25.6M -$3.67M -72,649 -12%
HC
71
HNP Capital
New York
$25.4M +$14.1K +279 +0.1%
LRWA
72
Long Run Wealth Advisors
New York
$25.2M -$65.9K -1,302 -0.3%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$25.1M -$517K -10,228 -2%
SAI
74
Systematic Alpha Investments
New Jersey
$24.8M
MWP
75
Moller Wealth Partners
$24.6M +$282K +5,584 +1%

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.