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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
PCIG
201
Partners Capital Investment Group
Massachusetts
$5.71M +$4.71M +90,517 +440%
PGFC
202
Peapack-Gladstone Financial Corp
New Jersey
$5.68M +$1.39M +26,630 +32%
WA
203
Wealth Architects
California
$5.6M +$186K +3,568 +3%
LRPA
204
L. Roy Papp & Associates
Arizona
$5.57M +$117K +2,240 +2%
BEC
205
Blue Edge Capital
Virginia
$5.49M +$5.56M +106,885 New
HT
206
Heritage Trust
Oklahoma
$5.37M +$814K +15,631 +18%
TFP
207
TrueWealth Financial Partners
Washington
$5.35M +$5.42M +104,126 New
SCA
208
STALEY CAPITAL ADVISERS
Pennsylvania
$5.34M
EH
209
Equitable Holdings
New York
$5.32M +$709K +13,615 +15%
SFG
210
Sovereign Financial Group
Connecticut
$5.29M -$114K -2,193 -2%
WAM
211
WNY Asset Management
New York
$5.29M +$2.64M +50,748 +97%
CPA
212
Cardiff Park Advisors
California
$5.27M +$5.34M +102,597 New
TFCP
213
Twin Focus Capital Partners
Massachusetts
$5.17M +$2.04M +39,163 +64%
DHFB
214
Dixon Hubard Feinour & Brown
Virginia
$5.14M +$5.21M +100,050 New
DADC
215
D.A. Davidson & Co
Montana
$5.14M +$561K +10,777 +12%
MAA
216
Mraz Amerine & Associates
California
$5.08M +$2.82M +54,262 +122%
MCM
217
Monarch Capital Management
Indiana
$5.05M -$188K -3,616 -4%
SAM
218
Secure Asset Management
Michigan
$5.02M +$1.09M +20,931 +27%
RC
219
Roundview Capital
New Jersey
$5M +$851K +16,350 +20%
BIP
220
Blueprint Investment Partners
North Carolina
$4.93M +$4.99M +95,951 New
KA
221
Kovack Advisors
Florida
$4.83M +$2.53M +48,560 +107%
CT
222
Coastline Trust
Rhode Island
$4.79M +$194K +3,724 +4%
WCA
223
Westover Capital Advisors
Delaware
$4.71M +$395K +7,593 +9%
SIA
224
Schechter Investment Advisors
Michigan
$4.67M +$4.73M +90,949 New
JSL
225
JT Stratford LLC
Georgia
$4.66M -$355K -6,830 -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.