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Vanguard Short-Term Inflation-Protected Securities Index Fund

459 hedge funds and large institutions have $6.49B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 194 increasing their positions, 99 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 24

96% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 99

17% more funds holding

Funds holding: 392459 (+67)

13% more funds holding in top 10

Funds holding in top 10: 3944 (+5)

8% more capital invested

Capital invested by funds: $6.02B → $6.49B (+$470M)

0.79% less ownership

Funds ownership: 65.61%64.82% (-0.79%)

Holders
459
Holders Change
+67
Holders Change %
+17.09%
% of All Funds
8.12%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.78%
New
100
Increased
194
Reduced
99
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFP
226
Novak Financial Planning
Maryland
$806K +$803K +15,770 New
EC
227
Estate Counselors
Wisconsin
$805K -$865K -17,000 -52%
SIA
228
Strategic Investment Advisors
Michigan
$784K +$501K +9,848 +179%
MFWM
229
Motley Fool Wealth Management
Virginia
$776K -$128K -2,514 -14%
PWM
230
Perigon Wealth Management
California
$766K -$55.4K -1,089 -7%
WT
231
Whittier Trust
California
$766K +$763K +15,000 New
MWA
232
Moser Wealth Advisors
Washington
$764K +$66.2K +1,300 +10%
SPIA
233
Steward Partners Investment Advisory
New York
$752K +$12.7K +250 +2%
RCM
234
Radnor Capital Management
Pennsylvania
$739K
DAS
235
Dynamic Advisor Solutions
Arizona
$723K -$37.9K -745 -5%
QCIG
236
Quad-Cities Investment Group
Iowa
$704K +$701K +13,773 New
MC
237
Moors & Cabot
Massachusetts
$701K +$148K +2,910 +27%
CA
238
Calton & Associates
Florida
$662K +$31.4K +617 +5%
CFGS
239
Concourse Financial Group Securities
Alabama
$660K +$430K +8,442 +189%
RW
240
REDW Wealth
New Mexico
$659K
CGFA
241
Colton Groome Financial Advisors
North Carolina
$657K -$382K -7,497 -37%
AWM
242
Avior Wealth Management
Nebraska
$657K +$17.5K +344 +3%
BCA
243
Bay Colony Advisors
Massachusetts
$656K -$2.54K -50 -0.4%
CA
244
CGN Advisors
Kansas
$654K +$651K +12,791 New
CFAM
245
Center For Asset Management
Florida
$654K +$651K +12,792 New
PA
246
Parallel Advisors
California
$646K +$1.32K +26 +0.2%
RIA
247
Regal Investment Advisors
Michigan
$628K +$625K +12,288 New
SWP
248
Stratos Wealth Partners
Ohio
$611K +$223K +4,391 +58%
RC
249
Roundview Capital
New Jersey
$607K +$605K +11,882 New
CT
250
Caldwell Trust
Florida
$601K +$10.9K +215 +2%

VTIP Hedge Fund Activity: Q4 2020 in Review

459 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2020, worth a combined $6.49B — up 7.8% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VTIP positions and 24 closed out — a net gain of 76 holders — while 194 added to existing stakes and 99 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $123M. The largest seller was HighTower Advisors, exiting entirely with an estimated $56.1M sold.

  • 459 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2020, up from 392 in Q3 2020.
  • Funds reported $6.49B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2020, up 7.8% quarter-over-quarter.
  • 100 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2020 and 24 closed out, a net change of +76 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2020 was Fidelity Investments, an estimated $123M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2020 was HighTower Advisors, an estimated $56.1M sold.

Based on aggregated 13F filings for Q4 2020.