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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

101 hedge funds and large institutions have $401M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 21

19% more capital invested

Capital invested by funds: $337M → $401M (+$64.7M)

16% more funds holding

Funds holding: 87 → 101 (+14)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
101
Holders Change
+14
Holders Change %
+16.09%
% of All Funds
2.93%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
15
Increased
49
Reduced
21
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
TD Capital Management
Tennessee
+$9.85M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.61M
3
UCFA
United Capital Financial Advisors
Texas
+$9.61M
4
EWM
Empirical Wealth Management
Washington
+$9.34M
5
Goldman Sachs
Goldman Sachs
New York
+$6.18M

Top Sellers

Rank Fund Capital Flow
1
U
UBS
Switzerland
-$1.58M
2
FAAS
First Allied Advisory Services
California
-$1.57M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$1.24M
4
SFI
SPC Financial Inc
Maryland
-$1.13M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
26
Moller Wealth Partners
$2.81M -$213K -4,265 -7%
GIA
27
Granite Investment Advisors
New Hampshire
$2.65M +$320K +6,415 +14%
LPL Financial
28
LPL Financial
California
$2.46M +$271K +5,429 +12%
PMG
29
ProVise Management Group
Florida
$2.43M +$404K +8,105 +20%
RIA
30
Regal Investment Advisors
Michigan
$2.32M -$25.1K -504 -1%
PA
31
Planning Alternatives
Michigan
$2.28M -$14.3K -286 -0.6%
CT
32
Coastline Trust
Rhode Island
$2.17M +$136K +2,720 +7%
NMIS
33
Northwestern Mutual Investment Services
Wisconsin
$2.12M +$249K +4,986 +13%
CA
34
Cetera Advisors
Colorado
$2.11M +$718K +14,411 +51%
SHA
35
Smith Hayes Advisers
Nebraska
$2.01M +$353K +7,090 +21%
CAN
36
Cetera Advisor Networks
California
$1.91M +$114K +2,292 +6%
ACM
37
Argentus Capital Management
Texas
$1.88M +$270K +5,412 +17%
W
38
Wealthfront
California
$1.85M +$1.87M +37,483 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.45M +$42.4K +850 +3%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.38M -$39.2K -786 -3%
Jane Street
41
Jane Street
New York
$1.28M +$1.29M +25,946 New
MWM
42
Modera Wealth Management
New Jersey
$1.19M -$521K -10,454 -30%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.18M +$75.2K +1,508 +7%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.16M +$164K +3,290 +16%
HA
45
Hays Advisory
Tennessee
$1.09M +$1.1M +22,079 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.03M +$1.04M +20,890 New
Ameriprise
47
Ameriprise
Minnesota
$1.02M +$16.8K +337 +2%
WCA
48
Westover Capital Advisors
Delaware
$1.02M -$2.84K -57 -0.3%
FHA
49
First Horizon Advisors
Tennessee
$987K -$21.9K -439 -2%
Stifel Financial
50
Stifel Financial
Missouri
$987K +$48.2K +966 +5%
1
2
3 4 5

VTIP Hedge Fund Activity: Q3 2014 in Review

101 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2014, worth a combined $401M — up 19% from $337M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VTIP positions and 1 closed out — a net gain of 14 holders — while 49 added to existing stakes and 21 trimmed.

The largest buyer was TD Capital Management, opening a new position worth an estimated $9.85M. The largest seller was UBS, cutting an estimated $1.58M.

  • 101 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2014, up from 87 in Q2 2014.
  • Funds reported $401M of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2014, up 19% quarter-over-quarter.
  • 15 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2014 and 1 closed out, a net change of +14 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2014 was TD Capital Management, an estimated $9.85M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2014 was UBS, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2014.