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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
FCA
401
FinTrust Capital Advisors
South Carolina
$33K -$5.8K -114 -15%
1IA
402
1834 Investment Advisors
Wisconsin
$32K
MA
403
Montag & Associates
Georgia
$32K +$32.1K +630 New
ME
404
McIlrath & Eck
Washington
$31K
RG
405
Retirement Group
California
$30K
AAP
406
Arax Advisory Partners
Colorado
$30K +$356 +7 +1%
AFS
407
Annapolis Financial Services
Maryland
$28K +$27.5K +541 New
VFA
408
Valeo Financial Advisors
Indiana
$27K +$13K +255 +95%
CWM
409
Curi Wealth Management
North Carolina
$27K +$27.5K +541 New
SIC
410
Salem Investment Counselors
North Carolina
$26K
CAL
411
Capital Analysts LLC
Pennsylvania
$25K -$31.9K -627 -56%
AF
412
Advisornet Financial
Minnesota
$24K +$23.9K +469 +5,211%
BFEC
413
Benjamin F. Edwards & Company
Missouri
$21K -$45.1K -886 -69%
NCM
414
New Capital Management
Texas
$21K
OIM
415
Oder Investment Management
California
$21K +$20.7K +406 New
PP
416
PrairieView Partners
Minnesota
$21K +$20.8K +409 New
AWM
417
AllSquare Wealth Management
New York
$20K
DAC
418
Dividend Assets Capital
South Carolina
$20K +$20.4K +400 New
BWA
419
Burt Wealth Advisors
Maryland
$19K
GRP
420
Global Retirement Partners
California
$17K
DSC
421
Duncker Streett & Co
Missouri
$15K
JFA
422
JNBA Financial Advisors
Minnesota
$15K
IAIM
423
International Assets Investment Management
Florida
$15K +$14.7K +288 New
JPLA
424
Joseph P. Lucia & Associates
New York
$15K +$15.3K +300 New
TWM
425
Tradition Wealth Management
Minnesota
$14K +$13.9K +274 New

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.