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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
EH
176
Equitable Holdings
New York
$3.96M +$1.94M +37,293 +98%
WLIM
177
White Lighthouse Investment Management
Massachusetts
$3.94M +$168K +3,227 +4%
BIP
178
Bouvel Investment Partners
Pennsylvania
$3.91M +$124K +2,376 +3%
LWA
179
Lenox Wealth Advisors
New York
$3.84M -$83.9K -1,609 -2%
CMBA
180
C.M. Bidwell & Associates
Hawaii
$3.83M +$898K +17,234 +31%
SRC
181
Sage Rhino Capital
California
$3.8M +$70.3K +1,348 +2%
ASN
182
Advisory Services Network
Georgia
$3.76M +$1.38M +26,469 +59%
A
183
AdvicePeriod
California
$3.59M +$238K +4,569 +7%
CWS
184
Cypress Wealth Services
California
$3.59M +$1.42M +27,150 +66%
BCMIO
185
Beacon Capital Management Inc (Ohio)
Ohio
$3.54M -$46.1M -883,827 -99%
RA
186
Riversedge Advisors
Delaware
$3.54M +$96.1K +1,844 +3%
PHS
187
Pekin Hardy Strauss
Illinois
$3.54M +$26.3K +505 +0.8%
CTA
188
Chesley Taft & Associates
Illinois
$3.51M +$579K +11,105 +20%
SP
189
Successful Portfolios
Florida
$3.51M +$671K +12,869 +24%
HT
190
Heritage Trust
Oklahoma
$3.5M +$1.37M +26,236 +65%
PWPCM
191
Perella Weinberg Partners Capital Management
New York
$3.49M
CWM
192
Cranbrook Wealth Management
Michigan
$3.44M +$264K +5,071 +8%
Parallax Volatility Advisers
193
Parallax Volatility Advisers
California
$3.41M +$3.39M +65,056 New
William Blair & Company
194
William Blair & Company
Illinois
$3.35M +$297K +5,707 +10%
FA
195
FDx Advisors
Illinois
$3.31M -$72.4K -1,389 -2%
SFG
196
Sovereign Financial Group
Connecticut
$3.26M
MWA
197
Martel Wealth Advisors
Washington
$3.22M -$1.17M -22,444 -27%
SHWM
198
Smith & Howard Wealth Management
Georgia
$3.21M -$2.12M -40,766 -40%
NL
199
NWAM LLC
Washington
$3.21M -$33.1K -635 -1%
Millennium Management
200
Millennium Management
New York
$3.11M +$1.21M +23,170 +64%

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.