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
WA
151
Wealth Architects
California
$5.6M +$132K +2,537 +2%
LRPA
152
L. Roy Papp & Associates
Arizona
$5.58M +$1.9M +36,393 +52%
SCA
153
STALEY CAPITAL ADVISERS
Pennsylvania
$5.52M -$136K -2,600 -2%
RRCM
154
Rappaport Reiches Capital Management
Illinois
$5.45M +$5.42M +103,906 New
BWM
155
Birchcreek Wealth Management
Ohio
$5.4M +$897K +17,216 +20%
AWA
156
Arkadios Wealth Advisors
Georgia
$5.18M +$382K +7,321 +8%
HMS
157
Hanseatic Management Services
New Mexico
$5.16M -$1.68M -32,176 -25%
CAAS
158
Capital Asset Advisory Services
Michigan
$4.99M +$1.74M +33,481 +54%
GWM
159
Geneos Wealth Management
Colorado
$4.69M +$745K +14,300 +19%
HC
160
Hoese & Co
Minnesota
$4.66M +$4.63M +88,830 New
DADC
161
D.A. Davidson & Co
Montana
$4.58M +$103K +1,985 +2%
SFPM
162
Sensible Financial Planning & Management
Massachusetts
$4.51M -$80.1K -1,536 -2%
KAS
163
Kestra Advisory Services
Texas
$4.48M +$2.32M +44,568 +109%
VR
164
Viridian RIA
Washington
$4.38M
WCA
165
Westover Capital Advisors
Delaware
$4.34M +$27.9K +535 +0.6%
MIA
166
MainStreet Investment Advisors
Illinois
$4.32M -$1.17M -22,367 -21%
NFG
167
Next Financial Group
Texas
$4.3M +$54.5K +1,046 +1%
CT
168
Coastline Trust
Rhode Island
$4.29M +$298K +5,715 +8%
ODCM
169
Old Dominion Capital Management
Virginia
$4.2M +$3.76M +72,050 +901%
PFM
170
Parsec Financial Management
North Carolina
$4.12M -$180K -3,450 -4%
FLPIM
171
F.L. Putnam Investment Management
Massachusetts
$4.1M +$4.08M +78,235 New
RC
172
Roundview Capital
New Jersey
$4.04M +$1.7M +32,587 +73%
SAM
173
Secure Asset Management
Michigan
$4M +$376K +7,212 +10%
FFG
174
Ford Financial Group
California
$3.96M +$3.94M +75,620 New
JSL
175
JT Stratford LLC
Georgia
$3.96M +$3.94M +75,529 New

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.