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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.53B +$39.3M +755,038 +3%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.41B +$145M +2,786,490 +11%
Morgan Stanley
3
Morgan Stanley
New York
$679M +$267M +5,125,520 +63%
Betterment LLC
4
Betterment LLC
New York
$520M +$28M +538,467 +6%
JP Morgan Chase
5
JP Morgan Chase
New York
$363M +$55.8M +1,071,231 +18%
Bank of America
6
Bank of America
North Carolina
$330M +$66.4M +1,275,146 +25%
VA
7
Valmark Advisers
Ohio
$312M +$9.94M +191,025 +3%
SEI Investments
8
SEI Investments
Pennsylvania
$281M +$7.96M +152,873 +3%
Wells Fargo
9
Wells Fargo
California
$255M +$17.8M +341,633 +7%
UBS Group
10
UBS Group
Switzerland
$245M +$53.9M +1,035,297 +28%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$143M +$15M +287,469 +11%
Jane Street
12
Jane Street
New York
$132M +$58.4M +1,121,861 +78%
EWM
13
Empirical Wealth Management
Washington
$126M +$7.03M +135,100 +6%
HighTower Advisors
14
HighTower Advisors
Illinois
$108M +$7.12M +136,755 +7%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$102M +$25M +479,686 +32%
AIP
16
Almanack Investment Partners
Pennsylvania
$90.8M +$18.3M +351,715 +25%
LPL Financial
17
LPL Financial
California
$86.7M +$20.8M +398,799 +31%
Ameriprise
18
Ameriprise
Minnesota
$85M +$29.2M +561,590 +51%
AA
19
Alesco Advisors
New York
$83.2M +$4.22M +81,113 +5%
DSN
20
D. Scott Neal
Kentucky
$81.8M +$65M +1,249,606 +366%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$76.6M +$1.91M +36,760 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$75.3M +$7.17M +137,821 +10%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$72.3M +$14.6M +280,866 +25%
NL
24
NKCFO LLC
Illinois
$70.8M -$12.1M -231,600 -14%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$66.5M +$6.08M +116,892 +10%

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.