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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
TC
301
Trust Company
Kansas
$10K -$1.48K -30 -13%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$10K
SCA
303
Stonebridge Capital Advisors
Minnesota
$10K
AIM
304
Advantage Investment Management
Iowa
$9K
CFGS
305
Concourse Financial Group Securities
Alabama
$8K -$43.9K -888 -85%
EAM
306
Eukles Asset Management
Ohio
$8K
KFS
307
Kelly Financial Services
Massachusetts
$7.46K
GI
308
Gradient Investments
Minnesota
$7K +$3.36K +68 +82%
CAN
309
Claraphi Advisory Network
United States
$7K +$6.97K +141 New
AIP
310
Ameritas Investment Partners
Nebraska
$6K +$6.28K +127 New
BFC
311
Bedel Financial Consulting
Indiana
$5K
CTC
312
Central Trust Company
Missouri
$4K +$3.76K +76 New
TRCT
313
Tower Research Capital (TRC)
New York
$3K -$4.45K -90 -56%
FPB
314
First PREMIER Bank
South Dakota
$3K
GSWM
315
Golden State Wealth Management
California
$3K +$49 +1 +1%
AIC
316
Archer Investment Corporation
Indiana
$3K +$1.09K +22 +59%
IA
317
IndexIQ Advisors
New York
$2K
LWM
318
Liberty Wealth Management
California
$2K
PCA
319
Providence Capital Advisors
North Carolina
$2K +$2.37K +48 New
GRP
320
Global Retirement Partners
California
$1K -$12.4K -250 -92%
GWMIA
321
Global Wealth Management Investment Advisory
Florida
$1K -$2.17K -44 -65%
BWA
322
BDO Wealth Advisors
Florida
$1K
SFS
323
Sowell Financial Services
Arkansas
$1K +$741 +15 New
BHWM
324
Bay Harbor Wealth Management
Maryland
$1K +$1.19K +24 New
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$1K +$1.28K +26 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.