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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.46B +$51.2M +982,442 +4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.19B +$101M +1,932,475 +9%
Betterment LLC
3
Betterment LLC
New York
$479M +$37.4M +717,102 +9%
Morgan Stanley
4
Morgan Stanley
New York
$362M +$58.2M +1,117,170 +19%
VA
5
Valmark Advisers
Ohio
$304M +$13.5M +259,861 +5%
SEI Investments
6
SEI Investments
Pennsylvania
$267M -$33M -633,042 -11%
Wells Fargo
7
Wells Fargo
California
$230M +$3.33M +63,847 +1%
Bank of America
8
Bank of America
North Carolina
$229M +$34.6M +664,514 +18%
JP Morgan Chase
9
JP Morgan Chase
New York
$202M +$169M +3,236,316 +529%
UBS Group
10
UBS Group
Switzerland
$161M +$36.9M +708,123 +30%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$138M +$4.69M +89,898 +4%
EWM
12
Empirical Wealth Management
Washington
$114M +$21.8M +418,538 +24%
HighTower Advisors
13
HighTower Advisors
Illinois
$99.1M +$8.15M +156,411 +9%
NL
14
NKCFO LLC
Illinois
$88.5M -$52.1K -1,000 -0.1%
AA
15
Alesco Advisors
New York
$77.2M -$173K -3,311 -0.2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$75.1M +$51.8M +993,391 +226%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$64M +$33.8M +649,164 +113%
Ameriprise
18
Ameriprise
Minnesota
$62.4M +$9.08M +174,271 +17%
LPL Financial
19
LPL Financial
California
$61.2M +$14.5M +278,272 +31%
Osaic Holdings
20
Osaic Holdings
Arizona
$61.2M +$8.75M +167,964 +17%
KA
21
Klingman & Associates
New York
$56.9M +$2.67M +51,300 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$54.3M +$13.1M +251,060 +32%
CIAS
23
CBIZ Investment Advisory Services
Ohio
$49.1M
BS
24
Banco Santander
Spain
$47.3M +$6.14M +117,759 +15%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$43.2M +$3.84M +73,718 +10%

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.