We are live on ! Find out more
VTIP icon

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
MWP
276
Meridian Wealth Partners
Pennsylvania
$137K +$137K +2,780 New
TIM
277
Tortoise Investment Management
New York
$126K +$98 +2 +0.1%
CFA
278
Carroll Financial Associates
North Carolina
$125K
CFD
279
Creative Financial Designs
Indiana
$125K +$640 +13 +0.5%
AP
280
Arlington Partners
Alabama
$122K
SFS
281
Sowell Financial Services
Arkansas
$109K +$108K +2,195 +14,633%
M
282
MOTCO
Texas
$108K -$49.2K -1,000 -31%
VCM
283
Vigilant Capital Management
Maine
$108K -$2.46K -50 -2%
SPIA
284
Steward Partners Investment Advisory
New York
$107K +$12K +243 +12%
SWM
285
Sugarloaf Wealth Management
Georgia
$99K +$98.5K +2,000 New
ONST
286
Old North State Trust
North Carolina
$96K -$47.5K -965 -33%
BUB
287
BBVA USA Bancshares
Texas
$91K +$90.7K +1,842 New
TFS
288
TrustCore Financial Services
Tennessee
$87K +$345 +7 +0.4%
QFA
289
Quattro Financial Advisors
Texas
$69K -$138K -2,800 -67%
FCM
290
Firestone Capital Management
Florida
$69K +$69.4K +1,409 New
BFEC
291
Benjamin F. Edwards & Company
Missouri
$64K +$20K +407 +46%
GEA
292
Glen Eagle Advisors
New Jersey
$61.6K
TL
293
TrueWealth LLC
Georgia
$61K -$323K -6,565 -84%
HI
294
Hudock Inc
Pennsylvania
$55K -$171K -3,473 -76%
AWA
295
Arkadios Wealth Advisors
Georgia
$54.1K +$53.9K +1,094 New
DOA
296
D'Orazio & Associates
Virginia
$53K +$2.02K +41 +4%
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.2K -$1.18K -24 -2%
FGAM
298
Financial Gravity Asset Management
Texas
$49K -$293K -5,958 -36%
FHA
299
Flagship Harbor Advisors
Massachusetts
$49K
VCP
300
Verus Capital Partners
Arizona
$45K +$45.3K +921 New

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.