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Vanguard Short-Term Inflation-Protected Securities Index Fund

326 hedge funds and large institutions have $4.56B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 129 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $3.9B → $4.56B (+$657M)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

4.55% more ownership

Funds ownership: 62.32%66.87% (+4.6%)

8% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 120

1% less funds holding

Funds holding: 328326 (-2)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

Holders
326
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
7.15%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
27
Increased
129
Reduced
120
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
226
Traphagen Investment Advisors
New Jersey
$299K
MC
227
Mathes Company
New York
$294K
CCG
228
Chatham Capital Group
Georgia
$289K
IWM
229
IHT Wealth Management
Illinois
$280K +$9.83K +199 +4%
CFA
230
Cahill Financial Advisors
Minnesota
$272K +$18.3K +371 +7%
JIR
231
James Investment Research
Ohio
$268K
AIM
232
AMI Investment Management
Indiana
$262K
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$259K -$22.7K -460 -8%
EAM
234
Evanson Asset Management
California
$256K +$2.03K +41 +0.8%
Vanguard Group
235
Vanguard Group
Pennsylvania
$251K -$354K -7,162 -58%
1WA
236
180 Wealth Advisors
Washington
$242K -$2.47K -50 -1%
PWW
237
Pettyjohn Wood & White
Virginia
$240K +$1.43K +29 +0.6%
BCA
238
Bay Colony Advisors
Massachusetts
$240K +$9.14K +185 +4%
SWP
239
Stratos Wealth Partners
Ohio
$236K -$10K -203 -4%
PA
240
Pinnacle Associates
New York
$235K -$107K -2,166 -31%
NEPWA
241
New England Private Wealth Advisors
Massachusetts
$233K +$2.08K +42 +0.9%
CIBC World Market
242
CIBC World Market
Ontario, Canada
$232K +$234K +4,738 New
PHIMC
243
Private Harbour Investment Management & Counsel
Ohio
$229K
CBFP
244
Cedar Brook Financial Partners
Ohio
$227K +$2.13K +43 +0.9%
EA
245
Elm Advisors
California
$227K +$2.96K +60 +1%
HI
246
Hudock Inc
Pennsylvania
$225K -$77.2K -1,563 -25%
FHA
247
First Horizon Advisors
Tennessee
$223K +$4.3K +87 +2%
CL
248
Choreo LLC
Illinois
$219K -$24.8K -501 -10%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$213K +$445 +9 +0.2%
QFA
250
Quattro Financial Advisors
Texas
$206K

VTIP Hedge Fund Activity: Q3 2019 in Review

326 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2019, worth a combined $4.56B — up 17% from $3.9B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of VTIP and 27 opened new positions — a net loss of 1 holder — while 120 trimmed existing stakes and 129 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $479M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $48.7M.

  • 326 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2019, down from 328 in Q2 2019.
  • Funds reported $4.56B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2019, up 17% quarter-over-quarter.
  • 27 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2019 and 28 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $479M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2019 was Perella Weinberg Partners Capital Management, an estimated $48.7M sold.

Based on aggregated 13F filings for Q3 2019.