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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
CPFP
76
Clear Perspectives Financial Planning
Ohio
$24.4M -$2.32M -45,918 -9%
FPAS
77
Focus Partners Advisor Solutions
Missouri
$24.3M +$10.5M +208,496 +76%
JWM
78
Jeppson Wealth Management
California
$24.2M -$3M -59,364 -11%
SIM
79
Studio Investment Management
Illinois
$24.1M +$335K +6,617 +1%
WPW
80
Waldron Private Wealth
Pennsylvania
$23.6M -$6M -118,541 -20%
TCOV
81
Trust Company of Vermont
Vermont
$23.2M +$3.53M +69,712 +18%
CC
82
Cypress Capital
Tennessee
$23.2M -$2.99M -59,117 -11%
CFG
83
Compton Financial Group
Maryland
$22.9M -$49.2K -972 -0.2%
RCAG
84
Rehmann Capital Advisory Group
Michigan
$22.9M +$4.81M +95,003 +26%
AWS
85
Atria Wealth Solutions
New York
$22.5M +$2.25M +44,491 +11%
FT
86
Fiduciary Trust
Massachusetts
$21.8M -$3.1M -61,252 -12%
GWA
87
Gibson Wealth Advisors
Texas
$21.8M +$4.33M +85,696 +25%
BIA
88
Barry Investment Advisors
Massachusetts
$21.7M -$1.24M -24,579 -5%
LG
89
Leuthold Group
Minnesota
$20.8M +$1.18M +23,357 +6%
FMII
90
Farmers & Merchants Investments Inc
Nebraska
$20M +$27.4K +541 +0.1%
KOC
91
Koss-Olinger Consulting
Florida
$19.9M +$18M +355,767 +864%
LAM
92
LFS Asset Management
California
$19.6M +$19.7M +390,325 New
LJAC
93
L.J. Altfest & Co
New York
$19.5M +$576K +11,396 +3%
US Bancorp
94
US Bancorp
Minnesota
$18.8M -$6.29M -124,323 -25%
BOS
95
Bank of Stockton
California
$18.7M +$2.23M +44,092 +13%
PCIG
96
Partners Capital Investment Group
Massachusetts
$18.7M +$14.2M +281,346 +306%
AF
97
Advisornet Financial
Minnesota
$18.7M +$18.6M +367,239 +6,083%
VST
98
Van Strum & Towne
California
$18.6M +$247K +4,876 +1%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$18.5M +$2.83M +55,943 +18%
CW
100
Connectus Wealth
Ohio
$18.3M +$18.5M +365,997 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.