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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
CHA
326
Carmichael Hill & Associates
Maryland
$11K +$11.1K +225 New
EIP
327
Ellis Investment Partners
Pennsylvania
$10K -$6.6K -134 -39%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$10K
SCA
329
Stonebridge Capital Advisors
Minnesota
$10K
TC
330
Trust Company
Kansas
$10K
KFS
331
Kelly Financial Services
Massachusetts
$7.49K
AIP
332
Ameritas Investment Partners
Nebraska
$6K
GG
333
Gleason Group
Kentucky
$6K +$6.11K +124 New
HWM
334
Howard Wealth Management
Connecticut
$6K +$6.75K +137 New
BFC
335
Bedel Financial Consulting
Indiana
$5K
EAM
336
Eukles Asset Management
Ohio
$4K -$4.23K -86 -50%
RG
337
Retirement Group
California
$4K +$3.94K +80 New
GI
338
Gradient Investments
Minnesota
$3K -$4.33K -88 -58%
IA
339
IndexIQ Advisors
New York
$2K
PCA
340
Providence Capital Advisors
North Carolina
$2K
LWM
341
Liberty Wealth Management
California
$2K +$49 +1 +2%
TFA
342
Transamerica Financial Advisors
Florida
$2K +$1.92K +39 New
GWMIA
343
Global Wealth Management Investment Advisory
Florida
$1K -$394 -8 -33%
BWA
344
BDO Wealth Advisors
Florida
$1K
GRP
345
Global Retirement Partners
California
$1K
Rockefeller Capital Management
346
Rockefeller Capital Management
New York
$1K
EWP
347
Engrave Wealth Partners
Texas
$1K +$1.08K +22 New
SMFS
348
Squar Milner Financial Services
California
$1K +$1.48K +30 New
NDSI
349
Newman Dignan & Sheerar Inc
Rhode Island
$311 +$2.12K +43 +0.7%
LS
350
Leelyn Smith
Illinois
$76 +$75.7K +1,538 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.