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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
WAP
301
Wealthcare Advisory Partners
Pennsylvania
$43K
RMAM
302
Raab & Moskowitz Asset Management
New Jersey
$42K +$42.7K +868 New
RFA
303
Reilly Financial Advisors
California
$37K
AIM
304
Anchor Investment Management
South Carolina
$37K
PFGIA
305
Patriot Financial Group Insurance Agency
Massachusetts
$36K -$935 -19 -2%
HNB
306
Huntington National Bank
Ohio
$34K
AIC
307
Archer Investment Corporation
Indiana
$34K +$31K +629 +1,066%
TWA
308
TCI Wealth Advisors
Arizona
$32K +$886 +18 +3%
1IA
309
1834 Investment Advisors
Wisconsin
$31K
SSWG
310
Seven Springs Wealth Group
Tennessee
$30K +$29.5K +600 New
PA
311
Procyon Advisors
Connecticut
$29K +$28.8K +584 New
AAP
312
Arax Advisory Partners
Colorado
$25K
SIC
313
Salem Investment Counselors
North Carolina
$25K
CBT
314
Capital Bank & Trust
California
$25K +$25.2K +511 New
FCA
315
FinTrust Capital Advisors
South Carolina
$23K
ME
316
McIlrath & Eck
Washington
$21K
NCM
317
New Capital Management
Texas
$20K
IA
318
IFP Advisors
Florida
$19K -$114K -2,325 -86%
BWA
319
Burt Wealth Advisors
Maryland
$18K
JFA
320
JNBA Financial Advisors
Minnesota
$17K
CFGS
321
Concourse Financial Group Securities
Alabama
$17K +$9.8K +199 +130%
FWM
322
Foresight Wealth Management
Utah
$16K +$492 +10 +3%
VFA
323
Valeo Financial Advisors
Indiana
$15K +$49 +1 +0.3%
DSC
324
Duncker Streett & Co
Missouri
$15K +$14.8K +300 New
TFGT
325
TS Financial Group (TSFG)
Illinois
$12K

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.