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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

87 hedge funds and large institutions have $337M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

5% more capital invested

Capital invested by funds: $322M → $337M (+$14.6M)

0% more funds holding

Funds holding: 87 → 87 (0)

Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
2.5%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
7
Increased
40
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.85M
2
UCFA
United Capital Financial Advisors
Texas
+$5.68M
3
MFP
Mosaic Financial Partners
California
+$2.11M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$1.9M
5
JFG
JMG Financial Group
Illinois
+$1.68M

Top Sellers

1
WCM
Windham Capital Management
Massachusetts
-$7.34M
2
U
UBS
Switzerland
-$3.05M
3
CCMH
Cornerstone Capital Management Holdings
New York
-$1.94M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.2M
5
MWM
Modera Wealth Management
New Jersey
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Planning Alternatives
Michigan
$2.33M -$13.3K -267 -0.6%
LPL Financial
27
LPL Financial
California
$2.22M +$675K +13,574 +44%
CT
28
Coastline Trust
Rhode Island
$2.06M +$9.7K +195 +0.5%
PMG
29
ProVise Management Group
Florida
$2.06M +$557K +11,195 +37%
FAAS
30
First Allied Advisory Services
California
$2.02M +$81.2K +1,631 +4%
NMIS
31
Northwestern Mutual Investment Services
Wisconsin
$1.9M -$106K -2,126 -5%
CAN
32
Cetera Advisor Networks
California
$1.82M +$190K +3,828 +12%
MWM
33
Modera Wealth Management
New Jersey
$1.73M -$1.12M -22,565 -40%
SHA
34
Smith Hayes Advisers
Nebraska
$1.68M +$178K +3,569 +12%
ACM
35
Argentus Capital Management
Texas
$1.64M – – –
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.44M -$347K -6,969 -19%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.43M +$73.2K +1,472 +5%
CA
38
Cetera Advisors
Colorado
$1.42M +$519K +10,440 +58%
EWM
39
Empirical Wealth Management
Washington
$1.31M -$56.4K -1,134 -4%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.12M -$590K -11,861 -35%
WCA
41
Westover Capital Advisors
Delaware
$1.04M +$759K +15,257 +280%
Ameriprise
42
Ameriprise
Minnesota
$1.02M -$67.8K -1,362 -6%
FHA
43
First Horizon Advisors
Tennessee
$1.02M +$263K +5,280 +35%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.01M +$428K +8,605 +75%
SC
45
Stratford Consulting
Texas
$957K – – –
Stifel Financial
46
Stifel Financial
Missouri
$953K -$487K -9,786 -34%
FFIC
47
First Fiduciary Investment Counsel
Ohio
$856K -$149K -3,000 -15%
WTB
48
Washington Trust Bank
Washington
$771K +$84.3K +1,695 +12%
VFS
49
VSR Financial Services
Kansas
$703K -$155K -3,125 -18%
Wells Fargo
50
Wells Fargo
California
$701K +$647K +13,006 +1,334%
1
2
3 4

VTIP Hedge Fund Activity: Q2 2014 in Review

87 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q2 2014, worth a combined $337M — up 4.5% from $322M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VTIP positions and 6 closed out — a net gain of 1 holder — while 40 added to existing stakes and 28 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.85M. The largest seller was Windham Capital Management, cutting an estimated $7.34M.

  • 87 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $337M of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2014, up 4.5% quarter-over-quarter.
  • 7 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2014 and 6 closed out, a net change of +1 holder.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2014 was Envestnet Asset Management, an estimated $5.85M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2014 was Windham Capital Management, an estimated $7.34M sold.

Based on aggregated 13F filings for Q2 2014.