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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
SGI
151
Summit Global Investments
Utah
$9.3M +$635K +12,198 +7%
CA
152
Cetera Advisors
Colorado
$9.29M +$9.13M +175,490 +3,392%
VVP
153
Venture Visionary Partners
Ohio
$9.2M +$2.37M +45,495 +34%
CAAS
154
Capital Asset Advisory Services
Michigan
$9.16M +$2.06M +39,621 +29%
AWM
155
Avitas Wealth Management
California
$9M +$9.11M +175,075 New
Mirae Asset Global Investments
156
Mirae Asset Global Investments
South Korea
$8.99M +$2.81M +54,000 +45%
WMR
157
Wealth Management Resources
Rhode Island
$8.89M +$9M +172,965 New
FTUS
158
Flow Traders U.S.
New York
$8.89M +$8.77M +168,430 +3,767%
ANTB
159
AMG National Trust Bank
Colorado
$8.86M +$2.5M +48,028 +39%
BFO
160
Boston Family Office
Massachusetts
$8.86M -$27.5K -528 -0.3%
PP
161
Prosperity Planning
Missouri
$8.68M +$767K +14,746 +10%
Citigroup
162
Citigroup
New York
$8.64M +$6.69M +128,585 +326%
PI
163
Pachira Investments
California
$8.59M -$4.45M -85,470 -34%
AI
164
ArchPoint Investors
Florida
$8.4M
MIM
165
Morningstar Investment Management
Illinois
$8.32M +$508K +9,754 +6%
LFG
166
Larson Financial Group
Missouri
$8.23M +$1.05M +20,134 +14%
VCM
167
Virtue Capital Management
Tennessee
$8.21M -$732K -14,064 -8%
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$8.14M +$8.29M +159,301 New
BP
169
Ballentine Partners
Massachusetts
$8.13M +$70.1K +1,346 +0.9%
MFG
170
Magnus Financial Group
New York
$8.11M +$51.6K +991 +0.6%
LWAC
171
Laurel Wealth Advisors (California)
California
$7.82M +$7.91M +152,050 New
MAG
172
Members Advisory Group
New York
$7.81M +$7.9M +151,806 New
KAS
173
Kestra Advisory Services
Texas
$7.76M -$174K -3,349 -2%
ClearBridge Investments
174
ClearBridge Investments
New York
$7.75M +$156K +3,000 +2%
BCM
175
Blume Capital Management
California
$7.49M -$2.01M -38,621 -21%

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.