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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
BRC
101
BHF RG Capital
Arizona
$10.8M +$10.8M +206,509 New
JFG
102
JMG Financial Group
Illinois
$10.7M +$390K +7,474 +4%
SC
103
Scotia Capital
Ontario, Canada
$10.6M +$584K +11,201 +6%
CWM
104
Cabot Wealth Management
Massachusetts
$10.3M -$599K -11,498 -6%
LFS
105
Lutz Financial Services
Nebraska
$10.2M +$195K +3,751 +2%
BOS
106
Bank of Stockton
California
$10.1M +$9.56M +183,483 +2,039%
GAM
107
Gould Asset Management
California
$9.96M +$3.04M +58,300 +44%
AC
108
Apella Capital
Connecticut
$9.83M +$547K +10,492 +6%
TCOV
109
Trust Company of Vermont
Vermont
$9.75M +$1.82M +34,919 +23%
MSFS
110
Main Street Financial Solutions
Pennsylvania
$9.72M +$3M +57,473 +45%
Franklin Resources
111
Franklin Resources
California
$9.71M +$645K +12,383 +7%
BCM
112
Blume Capital Management
California
$9.68M -$2.16M -41,525 -18%
WCM
113
Windham Capital Management
Massachusetts
$9.67M +$407K +7,814 +4%
FA
114
Freestate Advisors
Kansas
$9.54M +$9.48M +181,964 New
KBFS
115
Kohmann Bosshard Financial Services
Ohio
$9.25M +$744K +14,269 +9%
MTC
116
Matrix Trust Company
Colorado
$9.13M +$9.08M +174,277 New
AWA
117
Alaska Wealth Advisors
Alaska
$9.13M -$191K -3,672 -2%
BFO
118
Boston Family Office
Massachusetts
$9.1M -$91.2K -1,750 -1%
WANY
119
Wealthspire Advisors (New York)
New York
$9.07M -$1.55M -29,755 -15%
NG
120
Northstar Group
New York
$8.8M -$287K -5,503 -3%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$8.73M +$1.85M +35,479 +27%
JIP
122
JBJ Investment Partners
South Carolina
$8.67M +$8.62M +165,347 New
VCM
123
Virtue Capital Management
Tennessee
$8.65M -$1.03M -19,738 -11%
MML Investors Services
124
MML Investors Services
Massachusetts
$8.37M +$86.4K +1,658 +1%
MCG
125
McCollum Christoferson Group
New York
$8.31M +$581K +11,155 +8%

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.