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Vanguard Short-Term Inflation-Protected Securities Index Fund

745 hedge funds and large institutions have $11.2B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2021 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 383 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 34

217% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 121

24% more funds holding in top 10

Funds holding in top 10: 7897 (+19)

21% more funds holding

Funds holding: 614745 (+131)

16% more capital invested

Capital invested by funds: $9.7B → $11.2B (+$1.55B)

1.34% more ownership

Funds ownership: 56.61%57.95% (+1.3%)

17% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.59M

Holders
745
Holders Change
+131
Holders Change %
+21.34%
% of All Funds
11.47%
Holding in Top 10
97
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+24.36%
% of All Funds
1.49%
New
176
Increased
383
Reduced
121
Closed
34
Calls
$1.32M
Puts
$1.59M
Net Calls
-$271K
Net Calls Change
-$918K
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
126
Catawba River Capital
South Carolina
$11.7M -$147K -2,818 -1%
MD
127
Money Design
Japan
$11.3M -$129K -2,484 -1%
MML Investors Services
128
MML Investors Services
Massachusetts
$11.2M +$1.29M +24,780 +13%
SCP
129
Shorepoint Capital Partners
Massachusetts
$11.1M +$4.46M +85,628 +65%
LFS
130
Lutz Financial Services
Nebraska
$11M +$1.37M +26,386 +14%
AWA
131
Archvest Wealth Advisors
California
$11M +$11.1M +213,103 New
JFG
132
JMG Financial Group
Illinois
$10.9M +$120K +2,305 +1%
NCM
133
Northland Capital Management
Minnesota
$10.6M +$10.8M +207,124 New
PPW
134
Pasadena Private Wealth
California
$10.6M -$1.58M -30,427 -13%
HC
135
Hoese & Co
Minnesota
$10.4M -$59.3K -1,140 -0.6%
AC
136
Apella Capital
Connecticut
$10.3M +$302K +5,811 +3%
MSFS
137
Main Street Financial Solutions
Pennsylvania
$10.2M +$431K +8,284 +4%
SMG
138
Smart Money Group
Texas
$10.1M +$7.42M +142,515 +263%
ERIM
139
Eagle Ridge Investment Management
Connecticut
$10.1M +$10.2M +196,331 New
AWA
140
Alaska Wealth Advisors
Alaska
$10M +$643K +12,353 +7%
Franklin Resources
141
Franklin Resources
California
$10M +$484K +9,304 +5%
SAI
142
Systematic Alpha Investments
New Jersey
$10M +$10.1M +195,000 New
KBFS
143
Kohmann Bosshard Financial Services
Ohio
$10M +$437K +8,398 +5%
MCG
144
McCollum Christoferson Group
New York
$9.89M +$746K +14,330 +8%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$9.85M +$3.19M +61,217 +47%
CWM
146
Cabot Wealth Management
Massachusetts
$9.72M -$91K -1,748 -0.9%
WCM
147
Windham Capital Management
Massachusetts
$9.72M -$68K -1,307 -0.7%
WANY
148
Wealthspire Advisors (New York)
New York
$9.66M -$3.44M -66,113 -26%
WCM
149
Wavelength Capital Management
Connecticut
$9.62M +$9.74M +187,160 New
NG
150
Northstar Group
New York
$9.38M +$683K +13,124 +8%

VTIP Hedge Fund Activity: Q4 2021 in Review

745 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2021, worth a combined $11.2B — up 16% from $9.7B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new VTIP positions and 34 closed out — a net gain of 142 holders — while 383 added to existing stakes and 121 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $267M. The largest seller was Private Advisor Group, cutting an estimated $24.3M.

  • 745 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2021, up from 614 in Q3 2021.
  • Funds reported $11.2B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2021, up 16% quarter-over-quarter.
  • 176 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2021 and 34 closed out, a net change of +142 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2021 was Morgan Stanley, an estimated $267M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2021 was Private Advisor Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2021.