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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
JHP
276
James Hambro & Partners
United Kingdom
$504K
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$498K +$123K +2,415 +33%
PA
278
Pinnacle Associates
New York
$486K +$5.09K +100 +1%
WCFA
279
Walkner Condon Financial Advisors
Wisconsin
$481K +$171K +3,357 +55%
UCFA
280
United Capital Financial Advisors
Texas
$472K -$375K -7,366 -44%
DACG
281
Donor Advised Charitable Giving
California
$465K +$51.3K +1,008 +12%
WFA
282
Wellspring Financial Advisors
Ohio
$463K +$462K +9,069 New
BOS
283
Bank of Stockton
California
$459K +$458K +9,000 New
VAS
284
Vestmark Advisory Solutions
Massachusetts
$426K +$16.4K +323 +4%
WP
285
WealthShield Partners
North Carolina
$421K +$156K +3,072 +60%
PHIMC
286
Private Harbour Investment Management & Counsel
Ohio
$418K
BF
287
BOK Financial
Oklahoma
$407K +$14.8K +290 +4%
SFG
288
Sunburst Financial Group
Alabama
$405K +$7.13K +140 +2%
SSWM
289
Sheets Smith Wealth Management
North Carolina
$403K -$7.63K -150 -2%
RWI
290
Red Wave Investments
Pennsylvania
$403K +$401K +7,877 New
EPA
291
Element Pointe Advisors
Florida
$403K
CFB
292
Cullen/Frost Bankers
Texas
$398K -$291K -5,726 -42%
LA
293
Latitude Advisors
Florida
$397K +$396K +7,773 New
SW
294
SkyOak Wealth
Michigan
$392K +$6.51K +128 +2%
SWA
295
Stratos Wealth Advisors
Ohio
$388K +$386K +7,589 New
CISOA
296
Capital Investment Services of America
Wisconsin
$383K
EAMA
297
EFG Asset Management (Americas)
Florida
$375K
CCG
298
Cypress Capital Group
Florida
$371K -$23.2K -455 -6%
EWA
299
Exencial Wealth Advisors
Oklahoma
$368K -$33.4K -657 -8%
KFGK
300
Keystone Financial Group (Kentucky)
Kentucky
$368K -$1.12K -22 -0.3%

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.