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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
EAM
326
Evanson Asset Management
California
$272K +$2.85K +56 +1%
CIC
327
Carnegie Investment Counsel
Ohio
$268K
ACM
328
Ategra Capital Management
Virginia
$262K +$261K +5,132 New
FCA
329
FLC Capital Advisors
California
$259K +$258K +5,078 New
CWA
330
Clarus Wealth Advisors
Arizona
$252K -$407 -8 -0.2%
PWW
331
Pettyjohn Wood & White
Virginia
$249K +$2.09K +41 +0.8%
NEPWA
332
New England Private Wealth Advisors
Massachusetts
$248K +$2.95K +58 +1%
HB
333
Homrich & Berg
Georgia
$247K +$246K +4,834 New
HPCM
334
Hunter Perkins Capital Management
Illinois
$245K +$244K +4,800 New
BCWM
335
Bartlett & Co Wealth Management
Ohio
$244K
BC
336
Bartlett & Co
Ohio
$244K
ANTB
337
AMG National Trust Bank
Colorado
$241K +$240K +4,720 New
Principal Financial Group
338
Principal Financial Group
Iowa
$240K +$239K +4,693 New
ATWA
339
Arbor Trust Wealth Advisors
Michigan
$239K +$238K +4,670 New
IWM
340
IHT Wealth Management
Illinois
$236K -$12K -236 -5%
CAN
341
Cetera Advisor Networks
California
$236K +$23.7K +466 +11%
WDC
342
Woodward Diversified Capital
California
$233K +$232K +4,562 New
MLFP
343
MPS Loria Financial Planners
Illinois
$232K -$3.51K -69 -1%
BlackRock
344
BlackRock
New York
$228K -$10.1K -198 -4%
ECM
345
Evergreen Capital Management
Washington
$228K
CL
346
Choreo LLC
Illinois
$228K +$51 +1 +0%
1WA
347
180 Wealth Advisors
Washington
$224K -$1.48K -29 -0.7%
SIC
348
Samalin Investment Counsel
New York
$222K +$221K +4,336 New
FHA
349
First Horizon Advisors
Tennessee
$220K -$3.82K -75 -2%
CAM
350
Cresset Asset Management
Illinois
$220K +$9.87K +194 +5%

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.