We are live on ! Find out more
VTIP icon

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
BWA
251
BlueSky Wealth Advisors
North Carolina
$204K +$205K +4,151 New
HDIM
252
Hanson & Doremus Investment Management
Vermont
$188K -$139K -2,814 -42%
CAL
253
Capital Analysts LLC
Pennsylvania
$179K -$13.6M -274,543 -99%
S
254
SignatureFD
Georgia
$179K -$2.17K -44 -1%
BAM
255
Baldrige Asset Management
Pennsylvania
$173K
ACA
256
Atlas Capital Advisors
Wyoming
$173K
M
257
MOTCO
Texas
$156K -$198K -4,000 -56%
ONST
258
Old North State Trust
North Carolina
$143K -$19.1K -387 -12%
BAMG
259
Brand Asset Management Group
Missouri
$136K +$24.2K +490 +21%
AIC
260
Ameritas Investment Company
Nebraska
$130K +$131K +2,644 New
IA
261
IFP Advisors
Florida
$130K +$134K +2,713 New
TIM
262
Tortoise Investment Management
New York
$126K +$49 +1 +0%
CFA
263
Carroll Financial Associates
North Carolina
$124K
CFD
264
Creative Financial Designs
Indiana
$124K +$1.04K +21 +0.8%
AP
265
Arlington Partners
Alabama
$121K
GWA
266
Guidant Wealth Advisors
Illinois
$115K -$7.41K -150 -6%
VCM
267
Vigilant Capital Management
Maine
$110K
SPIA
268
Steward Partners Investment Advisory
New York
$95K +$68.1K +1,379 +242%
Deutsche Bank
269
Deutsche Bank
Germany
$89K +$44.7K +904 +99%
TFS
270
TrustCore Financial Services
Tennessee
$86K +$445 +9 +0.5%
GEA
271
Glen Eagle Advisors
New Jersey
$61.3K -$32.1K -650 -34%
APW
272
Acima Private Wealth
Virginia
$58K +$58.8K +1,190 New
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.1K
DOA
274
D'Orazio & Associates
Virginia
$51K +$49 +1 +0.1%
SB
275
Strategic Blueprint
Georgia
$49K +$49.4K +1,000 New

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.