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Vanguard Short-Term Inflation-Protected Securities Index Fund

352 hedge funds and large institutions have $4.9B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 133 increasing their positions, 111 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

20% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 111

8% more funds holding

Funds holding: 326352 (+26)

8% more capital invested

Capital invested by funds: $4.56B → $4.9B (+$342M)

1.35% more ownership

Funds ownership: 66.87%68.22% (+1.4%)

6% less funds holding in top 10

Funds holding in top 10: 3533 (-2)

Holders
352
Holders Change
+26
Holders Change %
+7.98%
% of All Funds
6.94%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.65%
New
60
Increased
133
Reduced
111
Closed
28
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
251
First Horizon Advisors
Tennessee
$250K +$25.6K +520 +11%
PAS
252
Partnervest Advisory Services
California
$248K -$193K -3,914 -44%
PWW
253
Pettyjohn Wood & White
Virginia
$245K +$3.79K +77 +2%
BCA
254
Bay Colony Advisors
Massachusetts
$245K +$4.14K +84 +2%
1WA
255
180 Wealth Advisors
Washington
$243K +$394 +8 +0.2%
SIA
256
Strategic Investment Advisors
Michigan
$241K +$241K +4,885 New
NEPWA
257
New England Private Wealth Advisors
Massachusetts
$236K +$1.67K +34 +0.7%
VHAM
258
Van Hulzen Asset Management
California
$235K +$235K +4,777 New
PHIMC
259
Private Harbour Investment Management & Counsel
Ohio
$230K
EA
260
Elm Advisors
California
$228K
ATWA
261
Arbor Trust Wealth Advisors
Michigan
$228K +$228K +4,625 New
SW
262
SkyOak Wealth
Michigan
$222K +$222K +4,500 New
CL
263
Choreo LLC
Illinois
$220K
Deutsche Bank
264
Deutsche Bank
Germany
$219K +$130K +2,633 +145%
SWP
265
Stratos Wealth Partners
Ohio
$211K -$25.7K -522 -11%
KFGK
266
Keystone Financial Group (Kentucky)
Kentucky
$210K +$210K +4,258 New
CAM
267
Cresset Asset Management
Illinois
$202K -$107K -2,181 -35%
DWT
268
Dorsey & Whitney Trust
South Dakota
$200K +$200K +4,062 New
BAM
269
Baldrige Asset Management
Pennsylvania
$178K +$3.99K +81 +2%
CAL
270
Capital Analysts LLC
Pennsylvania
$174K -$6.75K -137 -4%
TPCW
271
TD Private Client Wealth
New York
$166K +$166K +3,378 New
S
272
SignatureFD
Georgia
$165K -$15.7K -318 -9%
HDIM
273
Hanson & Doremus Investment Management
Vermont
$153K -$35.5K -722 -19%
BAMG
274
Brand Asset Management Group
Missouri
$148K +$11.3K +229 +8%
AIC
275
Ameritas Investment Company
Nebraska
$145K +$14.4K +292 +11%

VTIP Hedge Fund Activity: Q4 2019 in Review

352 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2019, worth a combined $4.9B — up 7.5% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VTIP positions and 28 closed out — a net gain of 32 holders — while 133 added to existing stakes and 111 trimmed.

The largest buyer was SCS Capital Management, opening a new position worth an estimated $176M. The largest seller was Goldman Sachs, cutting an estimated $139M.

  • 352 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2019, up from 326 in Q3 2019.
  • Funds reported $4.9B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2019, up 7.5% quarter-over-quarter.
  • 60 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2019 and 28 closed out, a net change of +32 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2019 was SCS Capital Management, an estimated $176M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2019 was Goldman Sachs, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2019.