We are live on ! Find out more
VTIP icon

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
CAAS
251
Capital Asset Advisory Services
Michigan
$599K +$2.14K +42 +0.4%
PBF
252
Petix & Botte Financial
California
$596K +$69.3K +1,362 +13%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$594K +$14.1K +277 +2%
SSWM
254
Smith Salley Wealth Management
North Carolina
$589K +$587K +11,532 New
BSW
255
Buckingham Strategic Wealth
Missouri
$581K -$105K -2,061 -15%
KA
256
Kovack Advisors
Florida
$578K +$17.8K +350 +3%
CPIG
257
Chicago Partners Investment Group
Illinois
$578K +$86.6K +1,702 +18%
DPI
258
Diversified Portfolios Inc
Michigan
$573K -$34.4K -675 -6%
IAN
259
Integrated Advisors Network
Texas
$568K +$65.9K +1,295 +13%
AC
260
Alexandria Capital
Virginia
$567K +$1.68K +33 +0.3%
Millennium Management
261
Millennium Management
New York
$564K +$562K +11,035 New
BFIM
262
Beese Fulmer Investment Management
Ohio
$563K
FCIM
263
Fairview Capital Investment Management
California
$555K -$2.54K -50 -0.5%
LOPW
264
Live Oak Private Wealth
North Carolina
$552K +$153 +3 +0%
AIA
265
Arbor Investment Advisors
North Carolina
$545K +$42.6K +838 +9%
22CM
266
20/20 Capital Management
California
$541K -$101K -1,975 -16%
FC
267
Ferris Capital
Massachusetts
$540K +$79.5K +1,563 +17%
SBSB
268
Sullivan, Bruyette, Speros & Blaney
Virginia
$539K
BWM
269
Benchmark Wealth Management
Connecticut
$537K -$5.29K -104 -1%
MOS
270
MGO One Seven
Ohio
$529K
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$519K -$30.5K -600 -6%
WWM
272
Western Wealth Management
Colorado
$517K +$10.6K +209 +2%
MWM
273
Modera Wealth Management
New Jersey
$515K -$83.7K -1,645 -14%
MWM
274
Merriman Wealth Management
Washington
$513K +$70.5K +1,386 +16%
VM
275
VPR Management
Texas
$511K +$509K +10,000 New

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.