We are live on ! Find out more
VTIP icon

Vanguard Short-Term Inflation-Protected Securities Index Fund

577 hedge funds and large institutions have $8.51B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2021 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 304 increasing their positions, 104 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 23

192% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 104

12% more funds holding

Funds holding: 513577 (+64)

11% more funds holding in top 10

Funds holding in top 10: 6269 (+7)

11% more capital invested

Capital invested by funds: $7.65B → $8.51B (+$863M)

6.58% less ownership

Funds ownership: 62.92%56.34% (-6.6%)

Holders
577
Holders Change
+64
Holders Change %
+12.48%
% of All Funds
10.04%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1.2%
New
92
Increased
304
Reduced
104
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
76
Financial Architects (New Jersey)
New Jersey
$15.4M +$2.6M +49,851 +20%
GLLW
77
Graves Light Lenhart Wealth
Virginia
$15.3M +$1.79M +34,361 +13%
V
78
Veritable
Delaware
$14.8M -$2.08M -39,872 -12%
LJAC
79
L.J. Altfest & Co
New York
$14.5M +$396K +7,607 +3%
VFP
80
Verus Financial Partners
Virginia
$13.8M +$918K +17,621 +7%
BFG
81
Baron Financial Group
New Jersey
$13.6M +$4.25M +81,456 +46%
FCC
82
Florin Court Capital
United Kingdom
$13.6M +$3.72M +71,300 +38%
PI
83
Pachira Investments
California
$13.3M +$3.85M +73,962 +41%
PGA
84
Portland Global Advisors
Maine
$12.9M +$548K +10,520 +4%
LWANC
85
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.9M +$462K +8,865 +4%
JCM
86
Janney Capital Management
Pennsylvania
$12.9M -$240K -4,605 -2%
OFA
87
Oak Family Advisors
Illinois
$12.8M +$2.2M +42,140 +21%
RCAG
88
Rehmann Capital Advisory Group
Michigan
$12.2M +$7.49M +143,776 +167%
MC
89
Minot Capital
Colorado
$12M
TSW
90
Thompson Siegel & Walmsley
Virginia
$12M +$11.9M +228,497 New
EA
91
Efficient Advisors
Ohio
$11.9M +$1.9M +36,455 +19%
VAM
92
Verity Asset Management
North Carolina
$11.8M +$1.32M +25,352 +13%
EWM
93
EPG Wealth Management
Georgia
$11.7M +$2.13M +40,956 +23%
AIC
94
Ameritas Investment Company
Nebraska
$11.6M -$2.97M -57,080 -91%
JBA
95
Johnson Bixby & Associates
Washington
$11.6M +$1.52M +29,071 +15%
CRC
96
Catawba River Capital
South Carolina
$11.6M +$362K +6,945 +3%
SGI
97
Summit Global Investments
Utah
$11.3M -$197K -3,786 -2%
Truist Financial
98
Truist Financial
North Carolina
$11.2M -$1.09M -20,958 -9%
MWM
99
Moulton Wealth Management
Washington
$11.2M +$2.69M +51,543 +32%
GCA
100
Gradient Capital Advisors
California
$11M +$1.08M +20,814 +11%

VTIP Hedge Fund Activity: Q2 2021 in Review

577 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q2 2021, worth a combined $8.51B — up 11% from $7.65B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VTIP positions and 23 closed out — a net gain of 69 holders — while 304 added to existing stakes and 104 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $169M. The largest seller was SCS Capital Management, cutting an estimated $378M.

  • 577 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2021, up from 513 in Q1 2021.
  • Funds reported $8.51B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2021, up 11% quarter-over-quarter.
  • 92 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2021 and 23 closed out, a net change of +69 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2021 was JP Morgan Chase, an estimated $169M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2021 was SCS Capital Management, an estimated $378M sold.

Based on aggregated 13F filings for Q2 2021.