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Vanguard Short-Term Inflation-Protected Securities Index Fund

807 hedge funds and large institutions have $11.1B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 345 increasing their positions, 267 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $3.05M

47% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 70

29% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 267

25% more funds holding in top 10

Funds holding in top 10: 113141 (+28)

3% more funds holding

Funds holding: 786807 (+21)

5% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$517M)

0.07% less ownership

Funds ownership: 52.59%52.53% (-0.07%)

Holders
807
Holders Change
+21
Holders Change %
+2.67%
% of All Funds
13.6%
Holding in Top 10
141
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+24.78%
% of All Funds
2.38%
New
103
Increased
345
Reduced
267
Closed
70
Calls
$10.1M
Puts
$3.05M
Net Calls
+$7.07M
Net Calls Change
+$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
201
Larson Financial Group
Missouri
$7.71M -$209K -4,136 -3%
BFO
202
Boston Family Office
Massachusetts
$7.59M -$586K -11,592 -7%
DAS
203
Dynamic Advisor Solutions
Arizona
$7.45M +$3.2M +63,347 +74%
CT
204
Caldwell Trust
Florida
$7.39M +$1.95M +38,500 +35%
VVP
205
Venture Visionary Partners
Ohio
$7.35M +$153K +3,029 +2%
MWM
206
Meridian Wealth Management
Kentucky
$7.19M +$4.22M +83,469 +139%
BIP
207
Bouvel Investment Partners
Pennsylvania
$7.13M -$148K -2,916 -2%
ClearBridge Investments
208
ClearBridge Investments
New York
$7.11M +$40.5K +800 +0.6%
WGCA
209
Wolf Group Capital Advisors
Virginia
$7.06M +$2.15M +42,494 +43%
BWM
210
Birchcreek Wealth Management
Ohio
$6.97M +$32.1K +635 +0.5%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$6.95M -$21.2K -419 -0.3%
AWM
212
Avaii Wealth Management
Wisconsin
$6.92M -$117K -2,321 -2%
TFCP
213
Twin Focus Capital Partners
Massachusetts
$6.83M -$973K -19,230 -12%
HNB
214
Huntington National Bank
Ohio
$6.65M
LI
215
LMCG Investments
Massachusetts
$6.57M +$21.8K +431 +0.3%
PCWA
216
Pacific Capital Wealth Advisors
California
$6.55M +$4.15K +82 +0.1%
SC
217
Sepio Capital
Utah
$6.48M +$114K +2,262 +2%
EFL
218
ERn Financial LLC
Wisconsin
$6.38M -$2.65M -52,335 -29%
National Bank of Canada
219
National Bank of Canada
Quebec, Canada
$6.38M -$836K -16,517 -11%
DSN
220
D. Scott Neal
Kentucky
$6.38M -$74.3M -1,467,930 -92%
JCM
221
Jacobsen Capital Management
Utah
$6.36M -$517K -10,211 -7%
KOMWMG
222
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.35M +$494K +9,757 +8%
PAG
223
Private Advisory Group
Washington
$6.32M -$61.4K -1,213 -1%
CAC
224
Certified Advisory Corp
Florida
$6.31M +$481K +9,515 +8%
PFM
225
Phillips Financial Management
Indiana
$6.22M +$32.3K +638 +0.5%

VTIP Hedge Fund Activity: Q2 2022 in Review

807 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q2 2022, worth a combined $11.1B — up 4.9% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTIP positions and 70 closed out — a net gain of 33 holders — while 345 added to existing stakes and 267 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $155M. The largest seller was Fidelity Investments, cutting an estimated $95.5M.

  • 807 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2022, up from 786 in Q1 2022.
  • Funds reported $11.1B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2022, up 4.9% quarter-over-quarter.
  • 103 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2022 and 70 closed out, a net change of +33 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2022 was Exchange Traded Concepts, an estimated $155M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2022 was Fidelity Investments, an estimated $95.5M sold.

Based on aggregated 13F filings for Q2 2022.