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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
BIP
176
Bouvel Investment Partners
Pennsylvania
$7.38M +$3.53M +67,741 +89%
SIM
177
Stratos Investment Management
Ohio
$7.29M +$2.57M +49,326 +53%
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$7.27M -$674K -12,954 -8%
LL
179
LPWM LLC
Minnesota
$7.26M +$589K +11,321 +9%
AWM
180
AE Wealth Management
Kansas
$7.12M +$1.04M +19,963 +17%
BWM
181
Birchcreek Wealth Management
Ohio
$7M +$374K +7,187 +6%
DLDF
182
Dan L. Duncan Foundation
Texas
$6.89M +$6.97M +134,000 New
AWM
183
Avaii Wealth Management
Wisconsin
$6.84M +$6.93M +133,081 New
Natixis Advisors
184
Natixis Advisors
Massachusetts
$6.8M +$54.8K +1,053 +0.8%
HAS
185
HBW Advisory Services
California
$6.67M +$1.31M +25,163 +24%
PCWA
186
Pacific Capital Wealth Advisors
California
$6.66M +$539K +10,352 +9%
ASN
187
Advisory Services Network
Georgia
$6.58M +$680K +13,073 +11%
CASB
188
Cape Ann Savings Bank
Massachusetts
$6.55M +$240K +4,617 +4%
NFG
189
Next Financial Group
Texas
$6.54M +$2.2M +42,192 +50%
HMS
190
Hanseatic Management Services
New Mexico
$6.38M -$413K -7,931 -6%
RWIA
191
Roger Wittlin Investment Advisory
California
$6.37M +$6.45M +123,997 New
FTA
192
Financial & Tax Architects
Missouri
$6.36M +$1.01M +19,447 +19%
SC
193
Sepio Capital
Utah
$6.24M +$1.55M +29,708 +32%
PFM
194
Phillips Financial Management
Indiana
$6.23M +$206K +3,953 +3%
UB
195
UMB Bank
Missouri
$5.95M +$6.02M +115,698 New
Millennium Management
196
Millennium Management
New York
$5.92M +$3.3M +63,454 +123%
SA
197
SAM Advisors
California
$5.89M +$6.01M +115,404 New
CCM
198
Colorado Capital Management
Colorado
$5.86M +$78.3K +1,504 +1%
KWS
199
Keystone Wealth Services
California
$5.84M +$5.91M +113,551 New
RRCM
200
Rappaport Reiches Capital Management
Illinois
$5.8M +$408K +7,834 +7%

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.