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Vanguard Short-Term Inflation-Protected Securities Index Fund

392 hedge funds and large institutions have $6.02B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 178 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 74

136% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 25

22% more capital invested

Capital invested by funds: $4.92B → $6.02B (+$1.1B)

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

8% more funds holding

Funds holding: 363392 (+29)

0.29% more ownership

Funds ownership: 65.33%65.61% (+0.29%)

Holders
392
Holders Change
+29
Holders Change %
+7.99%
% of All Funds
7.91%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.79%
New
59
Increased
178
Reduced
74
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
26
Stearns Financial Services Group
North Carolina
$33.3M +$2.17M +42,801 +7%
LPL Financial
27
LPL Financial
California
$31M +$6.3M +124,124 +26%
AC
28
Abbrea Capital
California
$29.8M +$9.59M +188,990 +48%
AHSW
29
Adventist Health System West
California
$27.6M
Creative Planning
30
Creative Planning
Kansas
$23.8M +$1.31M +25,795 +6%
BIA
31
Barry Investment Advisors
Massachusetts
$23.7M -$30.7K -606 -0.1%
EWM
32
Executive Wealth Management
Michigan
$22.8M +$22.7M +447,053 New
BS
33
Banco Santander
Spain
$22.8M
EGWAG
34
Elwood & Goetz Wealth Advisory Group
Georgia
$21.7M +$976K +19,234 +5%
AssetMark Inc
35
AssetMark Inc
California
$21.2M +$6.97M +137,468 +50%
AWA
36
Alaska Wealth Advisors
Alaska
$19.6M +$1.43M +28,185 +8%
WB
37
Webster Bank
Connecticut
$19.1M -$3.1M -61,046 -14%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$18.9M +$2.53M +49,813 +16%
RBC
39
Roble Belko & Company
Pennsylvania
$17.7M +$1.4M +27,684 +9%
Stifel Financial
40
Stifel Financial
Missouri
$17.5M -$19.4M -383,095 -53%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$17M +$5.35M +105,383 +46%
Ameriprise
42
Ameriprise
Minnesota
$16.7M +$10M +197,745 +152%
CS
43
Credit Suisse
Switzerland
$16.6M -$464K -9,153 -3%
PPA
44
Parametric Portfolio Associates
Washington
$15.5M -$147K -2,895 -0.9%
MWP
45
Moller Wealth Partners
$15.4M +$388K +7,647 +3%
BCI
46
Brinker Capital Investments
Pennsylvania
$15.1M +$9.08M +179,000 +154%
CC
47
Cypress Capital
Tennessee
$15M -$404K -7,972 -3%
Goldman Sachs
48
Goldman Sachs
New York
$14.8M -$28.8K -567 -0.2%
MIM
49
Morningstar Investment Management
Illinois
$14.3M +$106K +2,082 +0.7%
CM
50
Columbus Macro
Pennsylvania
$14M -$2.44M -48,190 -15%

VTIP Hedge Fund Activity: Q3 2020 in Review

392 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2020, worth a combined $6.02B — up 22% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VTIP positions and 25 closed out — a net gain of 34 holders — while 178 added to existing stakes and 74 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was Stifel Financial, cutting an estimated $19.4M.

  • 392 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2020, up from 363 in Q2 2020.
  • Funds reported $6.02B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2020, up 22% quarter-over-quarter.
  • 59 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2020 and 25 closed out, a net change of +34 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2020 was Fidelity Investments, an estimated $148M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2020 was Stifel Financial, an estimated $19.4M sold.

Based on aggregated 13F filings for Q3 2020.