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Vanguard Short-Term Inflation-Protected Securities Index Fund

614 hedge funds and large institutions have $9.7B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2021 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 340 increasing their positions, 119 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 119

168% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $384K

153% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 32

14% more capital invested

Capital invested by funds: $8.51B → $9.7B (+$1.18B)

13% more funds holding in top 10

Funds holding in top 10: 6978 (+9)

6% more funds holding

Funds holding: 577614 (+37)

0.27% more ownership

Funds ownership: 56.34%56.61% (+0.27%)

Holders
614
Holders Change
+37
Holders Change %
+6.41%
% of All Funds
10.75%
Holding in Top 10
78
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.04%
% of All Funds
1.37%
New
81
Increased
340
Reduced
119
Closed
32
Calls
$1.03M
Puts
$384K
Net Calls
+$647K
Net Calls Change
+$647K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.53B +$68.9M +1,313,343 +5%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.3B +$107M +2,038,156 +9%
Betterment LLC
3
Betterment LLC
New York
$504M +$23.3M +443,364 +5%
Morgan Stanley
4
Morgan Stanley
New York
$425M +$62.2M +1,186,132 +17%
JP Morgan Chase
5
JP Morgan Chase
New York
$315M +$112M +2,133,638 +55%
VA
6
Valmark Advisers
Ohio
$309M +$3.78M +72,129 +1%
SEI Investments
7
SEI Investments
Pennsylvania
$279M +$11M +209,421 +4%
Bank of America
8
Bank of America
North Carolina
$271M +$41.3M +786,577 +18%
Wells Fargo
9
Wells Fargo
California
$243M +$12.1M +230,626 +5%
UBS Group
10
UBS Group
Switzerland
$196M +$34.6M +660,380 +21%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$128M -$6.67M -127,184 -5%
EWM
12
Empirical Wealth Management
Washington
$122M +$6.88M +131,073 +6%
HighTower Advisors
13
HighTower Advisors
Illinois
$103M +$3.99M +76,057 +4%
NL
14
NKCFO LLC
Illinois
$84.6M -$4.14M -79,000 -5%
AA
15
Alesco Advisors
New York
$80.8M +$3.36M +64,147 +4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$79.5M +$15.3M +290,868 +24%
PAG
17
Private Advisor Group
New Jersey
$79.1M +$36.2M +689,246 +85%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$76.4M +$1.05M +20,059 +1%
Jane Street
19
Jane Street
New York
$76M +$57.5M +1,096,646 +314%
AIP
20
Almanack Investment Partners
Pennsylvania
$74.4M +$36.3M +692,794 +96%
Osaic Holdings
21
Osaic Holdings
Arizona
$69.8M +$8.36M +159,449 +14%
LPL Financial
22
LPL Financial
California
$67.7M +$6.3M +120,137 +10%
NA
23
NextCapital Advisers
Illinois
$63.6M +$63.4M +1,208,981 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$61.9M +$18.4M +351,646 +43%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$59.2M +$4.66M +88,816 +9%

VTIP Hedge Fund Activity: Q3 2021 in Review

614 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2021, worth a combined $9.7B — up 14% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VTIP positions and 32 closed out — a net gain of 49 holders — while 340 added to existing stakes and 119 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $112M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $23.8M sold.

  • 614 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2021, up from 577 in Q2 2021.
  • Funds reported $9.7B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2021, up 14% quarter-over-quarter.
  • 81 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2021 and 32 closed out, a net change of +49 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2021 was JP Morgan Chase, an estimated $112M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2021 was Brinker Capital Investments, an estimated $23.8M sold.

Based on aggregated 13F filings for Q3 2021.