Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
312 hedge funds and large institutions have $3.37B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 103 increasing their positions, 115 reducing their positions, and 37 closing their positions.
51% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 37
16% more capital invested
Capital invested by funds: $2.9B → $3.37B (+$472M)
8% more funds holding in top 10
Funds holding in top 10: 36 → 39 (+3)
6% more funds holding
Funds holding: 295 → 312 (+17)
4.36% more ownership
Funds ownership: 53.76% → 58.11% (+4.4%)
10% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$269M |
| 2 |
JP Morgan Chase
New York
|
+$116M |
| 3 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$20M |
| 4 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$16.3M |
| 5 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$32.4M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$22.1M |
| 3 |
SFS
Summit Financial Strategies
Columbus,
Ohio
|
-$16.9M |
| 4 |
SHWM
Smith & Howard Wealth Management
Atlanta,
Georgia
|
-$16.9M |
| 5 |
CA
CapWealth Advisors
Franklin,
Tennessee
|
-$11.2M |
VTIP Hedge Fund Activity: Q4 2018 in Review
312 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2018, worth a combined $3.37B — up 16% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new VTIP positions and 37 closed out — a net gain of 19 holders — while 103 added to existing stakes and 115 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $269M. The largest seller was Brouwer & Janachowski, exiting entirely with an estimated $32.4M sold.
- 312 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2018, up from 295 in Q3 2018.
- Funds reported $3.37B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2018, up 16% quarter-over-quarter.
- 56 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2018 and 37 closed out, a net change of +19 holders.
- The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2018 was Fidelity Investments, an estimated $269M added.
- The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2018 was Brouwer & Janachowski, an estimated $32.4M sold.
Based on aggregated 13F filings for Q4 2018.