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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
MGIA
851
Moneta Group Investment Advisors
Missouri
-$229K -4,472 Closed
AWE
852
Avidian Wealth Enterprises
Texas
-$224K -4,378 Closed
BFA
853
Bragg Financial Advisors
North Carolina
-$214K -4,173 Closed
JCM
854
Jacobi Capital Management
Pennsylvania
-$207K -4,035 Closed
DTL
855
Dynamic Technology Lab
Singapore
-$206K -4,028 Closed
CAG
856
Csenge Advisory Group
Florida
-$202K -3,953 Closed
CA
857
Claris Advisors
Missouri
-$200K -3,907 Closed
MAM
858
Meeder Asset Management
Ohio
-$124K -2,418 Closed
HWA
859
Heritage Wealth Advisors
Virginia
-$103K -2,004 Closed
Koshinski Asset Management
860
Koshinski Asset Management
Illinois
-$99K -1,933 Closed
PAG
861
Paladin Advisory Group
Iowa
-$71.5K -1,413 Closed
SMG
862
Spectrum Management Group
Indiana
-$43K -838 Closed
PCG
863
Private Capital Group
Connecticut
-$29K -571 Closed
IRAG
864
Investment Research & Advisory Group
Georgia
-$13K -245 Closed
QC
865
Quent Capital
New York
-$10K -200 Closed
SPWM
866
Spartan Planning & Wealth Management
North Carolina
-$7K -145 Closed
BFC
867
Bedel Financial Consulting
Indiana
-$5K -103 Closed
SW
868
SVB Wealth
Massachusetts
-$3K -70 Closed
WA
869
Win Advisors
Florida
-$2K -48 Closed
OAJ
870
Ogorek Anthony Joseph
New York
-$1K -38 Closed
GA
871
GoalVest Advisory
New York
-$2K -32 Closed
WWP
872
WR Wealth Planners
Missouri
-$1.23K -24 Closed
MFT
873
Moisand Fitzgerald Tamayo
Florida
-$1K -19 Closed
FCAS
874
First Command Advisory Services
Texas
+$152 +3 New
MIM
875
Macroview Investment Management
Maryland
+$152 +3 New

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.