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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
TFA
326
Transamerica Financial Advisors
Florida
-$5.41M -109,689 Closed
FTUS
327
Flow Traders U.S.
New York
-$4.43M -89,824 Closed
LG
328
Leuthold Group
Minnesota
-$4.14M -83,939 Closed
AL
329
Aspiriant LLC
California
-$2.88M -58,316 Closed
RWP
330
RWA Wealth Partners
Massachusetts
-$1.09M -22,144 Closed
MA
331
Mutual Advisors
Nebraska
-$795K -16,123 Closed
BFIM
332
Beese Fulmer Investment Management
Ohio
-$560K -11,354 Closed
ACM
333
Ategra Capital Management
Virginia
-$542K -10,990 Closed
Baird Financial Group
334
Baird Financial Group
Wisconsin
-$390K -7,911 Closed
EVM
335
Eaton Vance Management
Massachusetts
-$235K -4,762 Closed
PCG
336
Private Capital Group
Connecticut
-$225K -4,600 Closed
RCIM
337
Red Cedar Investment Management
Michigan
-$227K -4,599 Closed
MWP
338
MYCIO Wealth Partners
Pennsylvania
-$212K -4,306 Closed
ZF
339
Zhang Financial
Michigan
-$212K -4,297 Closed
PWMAG
340
Pinnacle Wealth Management Advisory Group
New Jersey
-$202K -4,098 Closed
EWM
341
Elmwood Wealth Management
California
-$113K -2,285 Closed
KTC
342
Kistler-Tiffany Companies
Pennsylvania
-$28K -568 Closed
IWA
343
IBEX Wealth Advisors
New Jersey
-$27K -553 Closed
CB
344
CNB Bank
Pennsylvania
-$25K -512 Closed
DSC
345
Duncker Streett & Co
Missouri
-$15K -300 Closed
CAGAS
346
Capital Advisory Group Advisory Services
Minnesota
-$9K -191 Closed
MAU
347
MRA Associates USA
Arizona
-$6.31K -128 Closed
BC
348
Bartlett & Co
Ohio
-$3K -63 Closed
BCWM
349
Bartlett & Co Wealth Management
Ohio
-$3.11K -63 Closed
SMFS
350
Squar Milner Financial Services
California
-$1K -30 Closed

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.