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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
VCM
126
Virtue Capital Management
Tennessee
$13.7M +$5.25M +103,752 +62%
AWA
127
Arete Wealth Advisors
Illinois
$13.4M +$3.85M +76,114 +141%
MAA
128
Mraz Amerine & Associates
California
$13.4M +$2.72M +53,722 +25%
SC
129
Scotia Capital
Ontario, Canada
$13.4M -$3.84M -75,837 -22%
VWA
130
Visionary Wealth Advisors
Illinois
$13M +$12.6M +249,486 +2,458%
QCMNJ
131
Quantum Capital Management (New Jersey)
New Jersey
$12.8M -$163K -3,225 -1%
CAN
132
Cetera Advisor Networks
California
$12.7M +$6.03M +119,120 +89%
WCM
133
Wavelength Capital Management
Connecticut
$12.4M +$1.94M +38,440 +18%
Renaissance Technologies
134
Renaissance Technologies
New York
$12.2M -$12.2M -241,573 -50%
LFS
135
Lutz Financial Services
Nebraska
$12M +$1.07M +21,055 +10%
ASN
136
Advisory Services Network
Georgia
$12M +$3.93M +77,690 +48%
CWG
137
Crown Wealth Group
North Carolina
$12M +$12.1M +238,813 New
SCP
138
Shorepoint Capital Partners
Massachusetts
$11.9M +$13.8K +273 +0.1%
GAM
139
Gould Asset Management
California
$11.9M -$3.22M -63,660 -21%
OFA
140
Oak Family Advisors
Illinois
$11.8M -$672K -13,284 -5%
RBC
141
Roble Belko & Company
Pennsylvania
$11.8M -$3.37M -66,619 -22%
GWM
142
Grand Wealth Management
Michigan
$11.5M -$190K -3,763 -2%
MCG
143
McCollum Christoferson Group
New York
$11.4M +$1M +19,810 +10%
FFC
144
Fure Financial Corporation
Minnesota
$11.3M -$515K -10,190 -4%
GCA
145
Gradient Capital Advisors
California
$11.2M -$446K -8,814 -4%
AWA
146
Archvest Wealth Advisors
California
$11.2M +$208K +4,102 +2%
LWP
147
Lumature Wealth Partners
Georgia
$11.2M +$11.3M +223,625 New
KWS
148
Keystone Wealth Services
California
$11.2M +$3.68M +72,716 +48%
JFG
149
JMG Financial Group
Illinois
$11.1M +$40.1K +792 +0.4%
BRWM
150
B. Riley Wealth Management
Tennessee
$11.1M +$14.9M +293,702 +911%

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.