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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
PG
51
Proffitt & Goodson
Tennessee
$12.5M +$347K +7,029 +3%
COI
52
Capital One Investing
Virginia
$12.1M +$1.5M +30,385 +14%
SHWM
53
Smith & Howard Wealth Management
Georgia
$12M -$5.52M -111,758 -31%
AC
54
Abbrea Capital
California
$11.9M +$2.37M +48,000 +25%
JFG
55
JMG Financial Group
Illinois
$11.2M +$393K +7,948 +4%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$10.7M -$1.3M -26,321 -11%
Jane Street
57
Jane Street
New York
$10.5M +$270K +5,459 +3%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$10M +$1.32M +26,632 +15%
NL
59
NKCFO LLC
Illinois
$10M
BCM
60
Blume Capital Management
California
$10M +$10.1M +203,820 New
NQWM
61
Northwest Quadrant Wealth Management
Oregon
$9.91M -$341K -6,895 -3%
AHSW
62
Adventist Health System West
California
$9.67M +$9.74M +197,100 New
BTS
63
BB&T Securities
Virginia
$8.55M -$146K -2,962 -2%
MD
64
Money Design
Japan
$8.4M +$776K +15,708 +10%
Citigroup
65
Citigroup
New York
$8.37M -$2.82M -57,131 -25%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$8.04M +$241K +4,870 +3%
BP
67
Ballentine Partners
Massachusetts
$7.82M -$919K -18,594 -10%
PPA
68
Parametric Portfolio Associates
Washington
$7.79M +$856K +17,328 +12%
FHB
69
First Hawaiian Bank
Hawaii
$7.72M +$188K +3,814 +2%
FMT
70
First Mercantile Trust
Tennessee
$7.7M +$904K +18,296 +13%
KBFS
71
Kohmann Bosshard Financial Services
Ohio
$7.65M +$577K +11,686 +8%
GLLW
72
Graves Light Lenhart Wealth
Virginia
$7.31M +$200K +4,046 +3%
GCA
73
Gradient Capital Advisors
California
$7.13M -$34.8K -705 -0.5%
NSIM
74
North Star Investment Management
Illinois
$6.9M -$65.2K -1,320 -0.9%
QCMNJ
75
Quantum Capital Management (New Jersey)
New Jersey
$6.86M +$191K +3,874 +3%

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.