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Vanguard Short-Term Inflation-Protected Securities Index Fund

114 hedge funds and large institutions have $803M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

34% more capital invested

Capital invested by funds: $598M → $803M (+$205M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 115114 (-1)

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
3.04%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
14
Increased
55
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$1.45M -$754K -15,558 -34%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.44M +$18.8K +389 +1%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.41M +$114K +2,359 +9%
ACM
54
Argentus Capital Management
Texas
$1.23M -$622K -12,852 -34%
VFS
55
VSR Financial Services
Kansas
$1.17M +$349K +7,200 +42%
WA
56
Wealth Architects
California
$1.11M +$23.5K +485 +2%
MAA
57
Managed Account Advisors
New Jersey
$1.03M +$99.3K +2,050 +11%
Axa
58
Axa
France
$1.03M +$118K +2,440 +13%
FAAS
59
First Allied Advisory Services
California
$1.02M +$679K +14,023 +193%
WCA
60
Westover Capital Advisors
Delaware
$999K -$1.6K -33 -0.2%
Stifel Financial
61
Stifel Financial
Missouri
$996K -$13.7K -283 -1%
HP
62
HT Partners
Connecticut
$985K +$982K +20,279 New
Ameriprise
63
Ameriprise
Minnesota
$949K -$650K -13,420 -41%
FHA
64
First Horizon Advisors
Tennessee
$947K -$48.9K -1,009 -5%
HDIM
65
Hanson & Doremus Investment Management
Vermont
$915K +$35.7K +738 +4%
SC
66
Stratford Consulting
Texas
$875K
CAN
67
Cetera Advisor Networks
California
$864K -$256K -5,294 -23%
WTB
68
Washington Trust Bank
Washington
$825K +$32K +661 +4%
SFI
69
SPC Financial Inc
Maryland
$819K -$50.4K -1,040 -6%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$775K +$68.8K +1,421 +10%
TCOV
71
Trust Company of Vermont
Vermont
$724K +$46.7K +964 +7%
NCM
72
Narwhal Capital Management
Georgia
$678K +$48.4K +1,000 +8%
VKH
73
Virtu KCG Holdings
New York
$661K -$3.31M -68,334 -83%
DMS
74
Discretionary Management Services
Kansas
$640K +$639K +13,200 New
KA
75
Klingman & Associates
New York
$625K +$38.7K +800 +7%

VTIP Hedge Fund Activity: Q1 2015 in Review

114 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q1 2015, worth a combined $803M — up 34% from $598M a quarter earlier.

Fund positioning in VTIP was balanced in Q1 2015: 14 funds opened new positions, 14 closed out, 55 added to existing stakes and 30 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $62.4M. The largest seller was TD Capital Management, cutting an estimated $7.01M.

  • 114 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q1 2015, down from 115 in Q4 2014.
  • Funds reported $803M of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q1 2015, up 34% quarter-over-quarter.
  • 14 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q1 2015 and 14 closed out, a net change of 0 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q1 2015 was AssetMark Inc, an estimated $62.4M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q1 2015 was TD Capital Management, an estimated $7.01M sold.

Based on aggregated 13F filings for Q1 2015.