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Vanguard Short-Term Inflation-Protected Securities Index Fund

786 hedge funds and large institutions have $10.6B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2022 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 369 increasing their positions, 214 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 64

72% more repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 214

16% more funds holding in top 10

Funds holding in top 10: 97113 (+16)

6% more funds holding

Funds holding: 745786 (+41)

8% less call options, than puts

Call options by funds: $7.22M | Put options by funds: $7.87M

5.36% less ownership

Funds ownership: 57.95%52.59% (-5.4%)

6% less capital invested

Capital invested by funds: $11.2B → $10.6B (-$676M)

Holders
786
Holders Change
+41
Holders Change %
+5.5%
% of All Funds
12.4%
Holding in Top 10
113
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+16.49%
% of All Funds
1.78%
New
112
Increased
369
Reduced
214
Closed
64
Calls
$7.22M
Puts
$7.87M
Net Calls
-$653K
Net Calls Change
-$382K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.37B -$154M -3,006,161 -10%
Betterment LLC
2
Betterment LLC
New York
$523M +$4.78M +93,266 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$467M -$210M -4,094,388 -31%
Bank of America
4
Bank of America
North Carolina
$422M +$93M +1,812,754 +28%
JP Morgan Chase
5
JP Morgan Chase
New York
$411M +$49.6M +966,567 +14%
Wells Fargo
6
Wells Fargo
California
$309M +$54.9M +1,070,804 +22%
VA
7
Valmark Advisers
Ohio
$307M -$3.77M -73,500 -1%
UBS Group
8
UBS Group
Switzerland
$289M +$44.6M +870,478 +18%
SEI Investments
9
SEI Investments
Pennsylvania
$282M +$2.47M +48,160 +0.9%
Ameriprise
10
Ameriprise
Minnesota
$214M +$130M +2,526,436 +153%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$177M -$1.23B -23,989,201 -87%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$144M +$724K +14,125 +0.5%
LPL Financial
13
LPL Financial
California
$142M +$55.9M +1,090,402 +65%
EWM
14
Empirical Wealth Management
Washington
$129M +$3.81M +74,259 +3%
BCMIO
15
Beacon Capital Management Inc (Ohio)
Ohio
$117M +$66.6M +1,298,268 +132%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$115M +$13M +254,027 +13%
HighTower Advisors
17
HighTower Advisors
Illinois
$96.5M -$11.2M -219,256 -10%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$91M +$24.8M +483,458 +37%
Osaic Holdings
19
Osaic Holdings
Arizona
$86.7M +$14.6M +284,835 +19%
AIP
20
Almanack Investment Partners
Pennsylvania
$86M -$4.52M -88,079 -5%
AA
21
Alesco Advisors
New York
$85.8M +$2.94M +57,236 +4%
DSN
22
D. Scott Neal
Kentucky
$81.7M +$222K +4,338 +0.3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$77.8M +$5.8M +113,118 +8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$77.3M +$1.07M +20,787 +1%
BSW
25
Buckingham Strategic Wealth
Missouri
$66.9M +$10.9M +212,607 +19%

VTIP Hedge Fund Activity: Q1 2022 in Review

786 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q1 2022, worth a combined $10.6B — down 6% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VTIP positions and 64 closed out — a net gain of 48 holders — while 369 added to existing stakes and 214 trimmed.

The largest buyer was Ameriprise, adding an estimated $130M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.23B.

  • 786 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q1 2022, up from 745 in Q4 2021.
  • Funds reported $10.6B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q1 2022, down 6% quarter-over-quarter.
  • 112 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q1 2022 and 64 closed out, a net change of +48 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q1 2022 was Ameriprise, an estimated $130M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $1.23B sold.

Based on aggregated 13F filings for Q1 2022.