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Vanguard Short-Term Inflation-Protected Securities Index Fund

87 hedge funds and large institutions have $337M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

5% more capital invested

Capital invested by funds: $322M → $337M (+$14.6M)

0% more funds holding

Funds holding: 8787 (0)

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
2.5%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
7
Increased
40
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cabot Wealth Management
Massachusetts
$699K +$98K +1,969 +16%
Axa
52
Axa
France
$689K +$68.7K +1,380 +11%
MWR
53
McAdams Wright Ragen
Washington
$688K -$848K -17,050 -55%
AL
54
Aspiriant LLC
California
$597K -$42.2K -849 -7%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$582K +$200K +4,029 +53%
RC
56
RegentAtlantic Capital
New Jersey
$564K +$560K +11,260 New
LC
57
Lourd Capital
California
$544K
PAG
58
Private Advisor Group
New Jersey
$532K +$146K +2,940 +38%
NCM
59
Narwhal Capital Management
Georgia
$515K +$512K +10,285 New
SG
60
Somerset Group
Minnesota
$491K -$53.3K -1,072 -10%
CWM
61
Concert Wealth Management
California
$490K -$3.73K -75 -0.7%
HDIM
62
Hanson & Doremus Investment Management
Vermont
$487K +$97.5K +1,960 +25%
FIB
63
First Interstate Bank
Montana
$483K
IH
64
IFC Holdings
Florida
$437K -$309K -6,205 -42%
WB
65
Webster Bank
Connecticut
$418K -$12.4K -249 -3%
AssetMark Inc
66
AssetMark Inc
California
$415K +$412K +8,280 New
GAM
67
Gould Asset Management
California
$361K +$25.6K +515 +8%
ZF
68
Zhang Financial
Michigan
$300K +$297K +5,978 New
VKH
69
Virtu KCG Holdings
New York
$292K -$472K -9,482 -62%
DMS
70
Discretionary Management Services
Kansas
$291K
CNBT
71
Canandaigua National Bank & Trust
New York
$281K
MC
72
Mathes Company
New York
$281K +$24.9K +500 +10%
MFS
73
MSI Financial Services
Massachusetts
$274K +$82.6K +1,660 +44%
CBU
74
CIBC Bank USA
Illinois
$247K -$35.1K -705 -12%
CWM
75
Cranbrook Wealth Management
Michigan
$233K +$19.9K +400 +9%

VTIP Hedge Fund Activity: Q2 2014 in Review

87 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q2 2014, worth a combined $337M — up 4.5% from $322M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VTIP positions and 6 closed out — a net gain of 1 holder — while 40 added to existing stakes and 28 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.85M. The largest seller was Windham Capital Management, cutting an estimated $7.34M.

  • 87 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $337M of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2014, up 4.5% quarter-over-quarter.
  • 7 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2014 and 6 closed out, a net change of +1 holder.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2014 was Envestnet Asset Management, an estimated $5.85M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2014 was Windham Capital Management, an estimated $7.34M sold.

Based on aggregated 13F filings for Q2 2014.