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Vanguard Short-Term Inflation-Protected Securities Index Fund

784 hedge funds and large institutions have $9.61B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 346 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $2.35M

2.81% less ownership

Funds ownership: 52.53%49.72% (-2.8%)

3% less funds holding

Funds holding: 807784 (-23)

13% less capital invested

Capital invested by funds: $11.1B → $9.61B (-$1.48B)

16% less funds holding in top 10

Funds holding in top 10: 141118 (-23)

19% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 83

21% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 346

Holders
784
Holders Change
-23
Holders Change %
-2.85%
% of All Funds
13.51%
Holding in Top 10
118
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.31%
% of All Funds
2.03%
New
67
Increased
273
Reduced
346
Closed
83
Calls
$8.8M
Puts
$2.35M
Net Calls
+$6.46M
Net Calls Change
-$616K
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
751
Key Financial Inc
Pennsylvania
$10K +$9.91K +200 +1,111%
First Manhattan
752
First Manhattan
New York
$9K -$594 -12 -6%
HWM
753
HighMark Wealth Management
Minnesota
$9K +$99 +2 +1%
CT
754
Cambridge Trust
Massachusetts
$8K
HCP
755
Hexagon Capital Partners
Arkansas
$8K
VCM
756
Vigilant Capital Management
Maine
$8K
WWMSC
757
Wagner Wealth Management (South Carolina)
South Carolina
$8K
WWM
758
Wolff Wiese Magana
California
$7K
NIC
759
Northwest Investment Counselors
Oregon
$7K +$7.04K +142 New
FHC
760
First Heartland Consultants
Missouri
$6.3K -$3.17M -64,040 -33%
APC
761
Aspire Private Capital
North Carolina
$6K -$248 -5 -4%
AIP
762
Ameritas Investment Partners
Nebraska
$6K
EWM
763
Endurance Wealth Management
Rhode Island
$5K -$11.5K -232 -70%
ACM
764
Antonetti Capital Management
Florida
$5K
HWA
765
HHM Wealth Advisors
Tennessee
$5K
NFSG
766
Newbridge Financial Services Group
Florida
$5K
MOS
767
MGO One Seven
Ohio
$4.33K -$56.1K -1,133 -1%
CCM
768
Covington Capital Management
California
$4K
LPP
769
Life Planning Partners
Florida
$3.03K
BWM
770
Baystate Wealth Management
Massachusetts
$3K
BC
771
Burleson & Co
California
$3K
LS
772
Leelyn Smith
Illinois
$2K -$202K -4,085 -99%
EI
773
Ellevest Inc
New York
$2K -$12.9K -261 -89%
CFO
774
CVA Family Office
Colorado
$2K
GA
775
GoalVest Advisory
New York
$2K +$2.33K +47 New

VTIP Hedge Fund Activity: Q3 2022 in Review

784 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2022, worth a combined $9.61B — down 13% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of VTIP and 67 opened new positions — a net loss of 16 holders — while 346 trimmed existing stakes and 273 added.

The largest buyer was Morgan Stanley, adding an estimated $405M. The largest seller was JP Morgan Chase, cutting an estimated $432M.

  • 784 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2022, down from 807 in Q2 2022.
  • Funds reported $9.61B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2022, down 13% quarter-over-quarter.
  • 67 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2022 and 83 closed out, a net change of -16 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2022 was Morgan Stanley, an estimated $405M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2022 was JP Morgan Chase, an estimated $432M sold.

Based on aggregated 13F filings for Q3 2022.