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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
AC
51
Abbrea Capital
California
$14.2M +$2.26M +45,951 +19%
BCM
52
Blume Capital Management
California
$13.5M +$3.41M +69,340 +34%
PG
53
Proffitt & Goodson
Tennessee
$13.1M +$470K +9,551 +4%
CA
54
Cambridge Associates
Massachusetts
$12.6M +$12.6M +254,997 New
SHWM
55
Smith & Howard Wealth Management
Georgia
$11.8M -$238K -4,834 -2%
NQWM
56
Northwest Quadrant Wealth Management
Oregon
$11.8M +$1.85M +37,570 +19%
JFG
57
JMG Financial Group
Illinois
$11.2M -$110K -2,239 -1%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$10.5M +$428K +8,687 +4%
AHSW
59
Adventist Health System West
California
$10.2M +$531K +10,790 +5%
ACM
60
Advisors Capital Management
New Jersey
$10.1M +$10.1M +205,400 New
NL
61
NKCFO LLC
Illinois
$10.1M
WCM
62
Windham Capital Management
Massachusetts
$9.79M -$8.66M -175,959 -47%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$9.17M -$1.58M -32,005 -15%
GC
64
Gratus Capital
Georgia
$8.94M +$8.93M +181,337 New
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$8.78M +$2.04M +41,433 +30%
Truist Financial
66
Truist Financial
North Carolina
$8.72M +$8.71M +176,944 New
FHB
67
First Hawaiian Bank
Hawaii
$7.98M +$221K +4,482 +3%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$7.86M -$217K -4,417 -3%
KBFS
69
Kohmann Bosshard Financial Services
Ohio
$7.82M +$132K +2,678 +2%
PPA
70
Parametric Portfolio Associates
Washington
$7.74M -$87.6K -1,780 -1%
GLLW
71
Graves Light Lenhart Wealth
Virginia
$7.6M +$282K +5,735 +4%
BP
72
Ballentine Partners
Massachusetts
$7.6M -$255K -5,189 -3%
GCA
73
Gradient Capital Advisors
California
$7.32M +$153K +3,101 +2%
Citigroup
74
Citigroup
New York
$7.27M -$1.14M -23,088 -14%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$7.06M +$738K +14,986 +12%

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.