We are live on ! Find out more
VTIP icon

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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.25B -$95.5M -1,888,515 -7%
Morgan Stanley
2
Morgan Stanley
New York
$532M +$75.4M +1,489,916 +16%
JP Morgan Chase
3
JP Morgan Chase
New York
$509M +$108M +2,127,389 +27%
Betterment LLC
4
Betterment LLC
New York
$499M -$13.4M -264,578 -3%
Bank of America
5
Bank of America
North Carolina
$470M +$57M +1,127,332 +14%
Wells Fargo
6
Wells Fargo
California
$325M +$22.7M +448,812 +7%
UBS Group
7
UBS Group
Switzerland
$304M +$21.7M +429,375 +8%
VA
8
Valmark Advisers
Ohio
$288M -$12.1M -238,391 -4%
SEI Investments
9
SEI Investments
Pennsylvania
$268M -$8.3M -163,984 -3%
Ameriprise
10
Ameriprise
Minnesota
$220M +$9.3M +183,750 +4%
Jane Street
11
Jane Street
New York
$168M +$147M +2,907,286 +663%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$165M -$8.06M -159,347 -5%
LPL Financial
13
LPL Financial
California
$159M +$19.8M +391,169 +14%
BCMIO
14
Beacon Capital Management Inc (Ohio)
Ohio
$154M +$39.6M +783,316 +34%
ETC
15
Exchange Traded Concepts
Oklahoma
$153M +$155M +3,061,683 New
TAIM
16
TD Ameritrade Investment Management
Nebraska
$135M -$5.58M -110,231 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$125M +$36.8M +727,056 +41%
EWM
18
Empirical Wealth Management
Washington
$125M -$1.87M -36,908 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$121M +$33.2M +656,722 +38%
AIP
20
Almanack Investment Partners
Pennsylvania
$99.3M +$15.3M +302,053 +18%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$98.2M +$22.2M +439,472 +29%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$85.4M -$27.5M -542,952 -24%
BSW
23
Buckingham Strategic Wealth
Missouri
$84.3M +$19M +374,868 +29%
AA
24
Alesco Advisors
New York
$82.4M -$1.55M -30,543 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$75.1M -$587K -11,598 -0.8%

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.