We are live on ! Find out more
VTIP icon

Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

115 hedge funds and large institutions have $598M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

49% more capital invested

Capital invested by funds: $401M → $598M (+$197M)

14% more funds holding

Funds holding: 101 → 115 (+14)

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
3.07%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.29%
New
24
Increased
47
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCM
Windham Capital Management
Massachusetts
+$58.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.9M
3
UCFA
United Capital Financial Advisors
Texas
+$31.8M
4
AssetMark Inc
AssetMark Inc
California
+$25.7M
5
EWM
Empirical Wealth Management
Washington
+$10.7M

Top Sellers

1
BSB
Bangor Savings Bank
Maine
-$6.52M
2
Bank of America
Bank of America
North Carolina
-$3.69M
3
SFI
SPC Financial Inc
Maryland
-$3.59M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.55M
5
JFG
JMG Financial Group
Illinois
-$3.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
26
Phillips Financial Management
Indiana
$4.19M -$236K -4,798 -5%
SEI Investments
27
SEI Investments
Pennsylvania
$4.08M +$4.16M +84,636 New
CCMH
28
Cornerstone Capital Management Holdings
New York
$4.05M +$4.13M +83,998 New
VKH
29
Virtu KCG Holdings
New York
$3.96M +$4.03M +81,978 New
CT
30
Coastline Trust
Rhode Island
$2.88M +$780K +15,860 +36%
GIA
31
Granite Investment Advisors
New Hampshire
$2.81M +$233K +4,730 +9%
UBS AM
32
UBS AM
Illinois
$2.79M – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.72M +$1.75M +35,582 +170%
MWP
34
Moller Wealth Partners
$2.6M -$153K -3,121 -5%
REMPR
35
Roof Eidam Maycock Peralta (REMP)
California
$2.58M +$2.63M +53,395 New
LPL Financial
36
LPL Financial
California
$2.46M +$60.2K +1,225 +2%
NMIS
37
Northwestern Mutual Investment Services
Wisconsin
$2.34M +$273K +5,561 +13%
CA
38
Cetera Advisors
Colorado
$2.34M +$283K +5,748 +13%
PMG
39
ProVise Management Group
Florida
$2.33M -$47.6K -968 -2%
DADC
40
D.A. Davidson & Co
Montana
$2.31M -$465K -9,448 -17%
SHA
41
Smith Hayes Advisers
Nebraska
$2.23M +$278K +5,659 +14%
RIA
42
Regal Investment Advisors
Michigan
$2.19M -$72.4K -1,472 -3%
PA
43
Planning Alternatives
Michigan
$2.17M -$57.8K -1,176 -3%
F
44
FutureAdvisor
California
$2.14M +$2.18M +44,396 New
ACM
45
Argentus Capital Management
Texas
$1.84M – – –
W
46
Wealthfront
California
$1.82M +$8.21K +167 +0.4%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.76M -$3.55M -72,260 -66%
Wells Fargo
48
Wells Fargo
California
$1.75M +$941K +19,138 +112%
Ameriprise
49
Ameriprise
Minnesota
$1.59M +$604K +12,284 +59%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.42M +$3.94K +80 +0.3%
1
2
3 4 5

VTIP Hedge Fund Activity: Q4 2014 in Review

115 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2014, worth a combined $598M — up 49% from $401M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VTIP positions and 7 closed out — a net gain of 17 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was Windham Capital Management, adding an estimated $58.5M. The largest seller was Bangor Savings Bank, cutting an estimated $6.52M.

  • 115 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2014, up from 101 in Q3 2014.
  • Funds reported $598M of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2014, up 49% quarter-over-quarter.
  • 24 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2014 and 7 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2014 was Windham Capital Management, an estimated $58.5M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2014 was Bangor Savings Bank, an estimated $6.52M sold.

Based on aggregated 13F filings for Q4 2014.