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Vanguard Short-Term Inflation-Protected Securities Index Fund

352 hedge funds and large institutions have $4.9B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 133 increasing their positions, 111 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

20% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 111

8% more funds holding

Funds holding: 326352 (+26)

8% more capital invested

Capital invested by funds: $4.56B → $4.9B (+$342M)

1.35% more ownership

Funds ownership: 66.87%68.22% (+1.4%)

6% less funds holding in top 10

Funds holding in top 10: 3533 (-2)

Holders
352
Holders Change
+26
Holders Change %
+7.98%
% of All Funds
6.94%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.65%
New
60
Increased
133
Reduced
111
Closed
28
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
26
Stearns Financial Services Group
North Carolina
$28.8M +$2.01M +40,733 +8%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$26.6M -$7.26M -147,386 -21%
MWM
28
Modera Wealth Management
New Jersey
$24.6M -$394K -8,006 -2%
CS
29
Credit Suisse
Switzerland
$24.5M -$4.28M -86,854 -15%
PWPCM
30
Perella Weinberg Partners Capital Management
New York
$23.3M -$11.4M -232,052 -33%
BIA
31
Barry Investment Advisors
Massachusetts
$22.9M +$532K +10,815 +2%
WB
32
Webster Bank
Connecticut
$22.2M -$79.6K -1,617 -0.4%
EGWAG
33
Elwood & Goetz Wealth Advisory Group
Georgia
$21.8M +$2.24M +45,568 +11%
US Bancorp
34
US Bancorp
Minnesota
$21M -$5.78M -117,470 -22%
Goldman Sachs
35
Goldman Sachs
New York
$21M -$139M -2,816,799 -87%
AWA
36
Alaska Wealth Advisors
Alaska
$20.9M -$14.1M -285,422 -40%
AWE
37
Avidian Wealth Enterprises
Texas
$19.7M +$743K +15,084 +4%
MIS
38
Morningstar Investment Services
Illinois
$19.5M +$589K +11,969 +3%
MIM
39
Morningstar Investment Management
Illinois
$19.1M +$3.1M +63,018 +19%
LFS
40
Lutz Financial Services
Nebraska
$19.1M -$1.6M -32,453 -8%
GC
41
Garde Capital
Washington
$18.3M +$533K +10,825 +3%
RBC
42
Roble Belko & Company
Pennsylvania
$18.2M -$227K -4,615 -1%
AssetMark Inc
43
AssetMark Inc
California
$17.1M +$861K +17,478 +5%
CM
44
Columbus Macro
Pennsylvania
$16.9M -$405K -8,218 -2%
FAAS
45
First Allied Advisory Services
California
$15.8M -$414K -8,413 -3%
MWP
46
Moller Wealth Partners
$15.7M -$441K -8,950 -3%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$15.3M +$1.75M +35,596 +13%
CONA
48
Capital One National Association
New York
$15.2M +$15.2M +308,270 New
CC
49
Cypress Capital
Tennessee
$15M +$539K +10,939 +4%
FA
50
FDx Advisors
Illinois
$14.4M -$1.14M -23,201 -7%

VTIP Hedge Fund Activity: Q4 2019 in Review

352 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2019, worth a combined $4.9B — up 7.5% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VTIP positions and 28 closed out — a net gain of 32 holders — while 133 added to existing stakes and 111 trimmed.

The largest buyer was SCS Capital Management, opening a new position worth an estimated $176M. The largest seller was Goldman Sachs, cutting an estimated $139M.

  • 352 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2019, up from 326 in Q3 2019.
  • Funds reported $4.9B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2019, up 7.5% quarter-over-quarter.
  • 60 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2019 and 28 closed out, a net change of +32 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2019 was SCS Capital Management, an estimated $176M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2019 was Goldman Sachs, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2019.