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Vanguard Short-Term Inflation-Protected Securities Index Fund

765 hedge funds and large institutions have $7B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 225 increasing their positions, 367 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more call options, than puts

Call options by funds: $2.16M | Put options by funds: $332K

1.57% more ownership

Funds ownership: 47.18%48.75% (+1.6%)

3% less capital invested

Capital invested by funds: $7.21B → $7B (-$216M)

5% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 58

1% less funds holding

Funds holding: 776765 (-11)

12% less funds holding in top 10

Funds holding in top 10: 9281 (-11)

39% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 367

Holders
765
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.01%
Holding in Top 10
81
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.96%
% of All Funds
1.27%
New
55
Increased
225
Reduced
367
Closed
58
Calls
$2.16M
Puts
$332K
Net Calls
+$1.83M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$754M +$379K +7,949 +0%
SEI Investments
2
SEI Investments
Pennsylvania
$308M +$73.2K +1,535 +0%
Betterment LLC
3
Betterment LLC
New York
$299M -$44.3M -928,264 -13%
Bank of America
4
Bank of America
North Carolina
$264M -$58.7M -1,230,870 -18%
VA
5
Valmark Advisers
Ohio
$240M +$9.3M +195,093 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$235M +$182M +3,818,082 +334%
HWA
7
Heritage Wealth Advisors
Virginia
$204M -$2.27M -47,673 -1%
Wells Fargo
8
Wells Fargo
California
$166M -$8.97M -188,161 -5%
UBS Group
9
UBS Group
Switzerland
$157M -$33.3M -699,505 -17%
EWM
10
Empirical Wealth Management
Washington
$120M +$10.2M +213,614 +9%
Goldman Sachs
11
Goldman Sachs
New York
$98.9M -$8.56M -179,537 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$98.2M -$3.47M -72,688 -3%
LPL Financial
13
LPL Financial
California
$97.3M -$195K -4,089 -0.2%
TAIM
14
TD Ameritrade Investment Management
Nebraska
$89.9M -$6.36M -133,499 -7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$87.8M -$16.9M -353,964 -16%
AA
16
Alesco Advisors
New York
$82.1M +$258K +5,402 +0.3%
BSW
17
Buckingham Strategic Wealth
Missouri
$79.8M +$1.5M +31,424 +2%
HCC
18
Hirtle Callaghan & Co
Pennsylvania
$69.4M +$8.75M +183,634 +14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$64.7M -$826K -17,317 -1%
Stifel Financial
20
Stifel Financial
Missouri
$62.6M +$12.3M +257,754 +24%
Osaic Holdings
21
Osaic Holdings
Arizona
$62M -$20.5M -429,743 -25%
Franklin Resources
22
Franklin Resources
California
$61.4M -$9.82M -206,025 -14%
HighTower Advisors
23
HighTower Advisors
Illinois
$59.9M -$164K -3,432 -0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$59.7M -$6.14M -128,786 -9%
Ameriprise
25
Ameriprise
Minnesota
$57.7M -$36.4M -764,316 -39%

VTIP Hedge Fund Activity: Q2 2023 in Review

765 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q2 2023, worth a combined $7B — down 3% from $7.21B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of VTIP and 55 opened new positions — a net loss of 3 holders — while 367 trimmed existing stakes and 225 added.

The largest buyer was JP Morgan Chase, adding an estimated $182M. The largest seller was Bank of America, cutting an estimated $58.7M.

  • 765 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2023, down from 776 in Q1 2023.
  • Funds reported $7B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2023, down 3% quarter-over-quarter.
  • 55 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2023 and 58 closed out, a net change of -3 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2023 was JP Morgan Chase, an estimated $182M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2023 was Bank of America, an estimated $58.7M sold.

Based on aggregated 13F filings for Q2 2023.