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Vanguard Short-Term Inflation-Protected Securities Index Fund

326 hedge funds and large institutions have $4.56B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 129 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $3.9B → $4.56B (+$657M)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

4.55% more ownership

Funds ownership: 62.32%66.87% (+4.6%)

8% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 120

1% less funds holding

Funds holding: 328326 (-2)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

Holders
326
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
7.15%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
27
Increased
129
Reduced
120
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
26
Janney Capital Management
Pennsylvania
$30.3M +$6.02M +121,821 +25%
CS
27
Credit Suisse
Switzerland
$28.7M +$1.26M +25,578 +5%
US Bancorp
28
US Bancorp
Minnesota
$26.7M +$2.61M +52,763 +11%
SFSG
29
Stearns Financial Services Group
North Carolina
$26.6M +$2.18M +44,187 +9%
LPL Financial
30
LPL Financial
California
$26.2M -$1.24M -25,028 -4%
MWM
31
Modera Wealth Management
New Jersey
$24.9M -$300K -6,070 -1%
BIA
32
Barry Investment Advisors
Massachusetts
$22.2M -$114K -2,313 -0.5%
WB
33
Webster Bank
Connecticut
$22.2M +$35.3K +715 +0.2%
LFS
34
Lutz Financial Services
Nebraska
$20.6M -$3.53M -71,432 -15%
JC
35
Jentner Corp
Ohio
$19.5M -$137K -2,769 -0.7%
EGWAG
36
Elwood & Goetz Wealth Advisory Group
Georgia
$19.5M +$2.11M +42,680 +12%
AWE
37
Avidian Wealth Enterprises
Texas
$18.8M +$19M +384,132 New
MIS
38
Morningstar Investment Services
Illinois
$18.8M +$166K +3,350 +0.9%
WCM
39
Windham Capital Management
Massachusetts
$18.4M -$4.81M -97,280 -21%
RBC
40
Roble Belko & Company
Pennsylvania
$18.4M +$1.57M +31,809 +9%
Ameriprise
41
Ameriprise
Minnesota
$17.7M +$340K +6,873 +2%
GC
42
Garde Capital
Washington
$17.7M +$1.12M +22,710 +7%
CM
43
Columbus Macro
Pennsylvania
$17.2M +$2.09M +42,353 +14%
FAAS
44
First Allied Advisory Services
California
$16.2M +$26.1K +528 +0.2%
AssetMark Inc
45
AssetMark Inc
California
$16.2M +$1.92M +38,829 +13%
MWP
46
Moller Wealth Partners
$16M +$2.57M +51,909 +19%
MIM
47
Morningstar Investment Management
Illinois
$16M -$3.26M -65,923 -17%
FA
48
FDx Advisors
Illinois
$15.4M +$4.64M +93,849 +42%
CC
49
Cypress Capital
Tennessee
$14.4M -$575K -11,629 -4%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$13.5M +$1.43M +28,945 +12%

VTIP Hedge Fund Activity: Q3 2019 in Review

326 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2019, worth a combined $4.56B — up 17% from $3.9B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of VTIP and 27 opened new positions — a net loss of 1 holder — while 120 trimmed existing stakes and 129 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $479M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $48.7M.

  • 326 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2019, down from 328 in Q2 2019.
  • Funds reported $4.56B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2019, up 17% quarter-over-quarter.
  • 27 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2019 and 28 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $479M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2019 was Perella Weinberg Partners Capital Management, an estimated $48.7M sold.

Based on aggregated 13F filings for Q3 2019.