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Vanguard Short-Term Inflation-Protected Securities Index Fund

459 hedge funds and large institutions have $6.49B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 194 increasing their positions, 99 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 24

96% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 99

17% more funds holding

Funds holding: 392459 (+67)

13% more funds holding in top 10

Funds holding in top 10: 3944 (+5)

8% more capital invested

Capital invested by funds: $6.02B → $6.49B (+$470M)

0.79% less ownership

Funds ownership: 65.61%64.82% (-0.79%)

Holders
459
Holders Change
+67
Holders Change %
+17.09%
% of All Funds
8.12%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.78%
New
100
Increased
194
Reduced
99
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cambridge Associates
Massachusetts
$15.9M +$2.86M +56,103 +22%
SFS
52
Sowell Financial Services
Arkansas
$15.5M +$2.22M +43,544 +17%
FA
53
FDx Advisors
Illinois
$14.9M +$2.37M +46,499 +19%
CC
54
Cypress Capital
Tennessee
$14.4M -$639K -12,558 -4%
FHB
55
First Hawaiian Bank
Hawaii
$14.3M +$5.28M +103,772 +59%
ASW
56
Astoria Strategic Wealth
Texas
$14M +$440K +8,647 +3%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$13.9M +$308K +6,046 +2%
NQWM
58
Northwest Quadrant Wealth Management
Oregon
$13.8M +$946K +18,581 +7%
ACA
59
Anchor Capital Advisors
Massachusetts
$12M -$380K -7,467 -3%
VRM
60
Vectors Research Management
New York
$11.6M +$1.37M +27,001 +13%
BCM
61
Blume Capital Management
California
$11.6M -$1.1M -21,707 -9%
HC
62
HNP Capital
New York
$11.5M +$1.17M +22,960 +11%
GLLW
63
Graves Light Lenhart Wealth
Virginia
$11.3M +$413K +8,116 +4%
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.2M +$3.6M +70,773 +48%
PGA
65
Portland Global Advisors
Maine
$11M +$622K +12,214 +6%
FCC
66
Florin Court Capital
United Kingdom
$11M +$1.73M +34,000 +19%
FTUS
67
Flow Traders U.S.
New York
$11M +$11M +215,612 New
JCM
68
Janney Capital Management
Pennsylvania
$11M -$622K -12,219 -5%
LJAC
69
L.J. Altfest & Co
New York
$10.5M +$103K +2,028 +1%
VAM
70
Verity Asset Management
North Carolina
$10.1M +$10.1M +197,702 New
OFA
71
Oak Family Advisors
Illinois
$10.1M +$10M +197,187 New
FMII
72
Farmers & Merchants Investments Inc
Nebraska
$10M +$3.9M +76,613 +64%
WANY
73
Wealthspire Advisors (New York)
New York
$10M +$756K +14,857 +8%
AWA
74
Alaska Wealth Advisors
Alaska
$9.8M -$9.75M -191,642 -50%
JFG
75
JMG Financial Group
Illinois
$9.75M +$149K +2,929 +2%

VTIP Hedge Fund Activity: Q4 2020 in Review

459 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2020, worth a combined $6.49B — up 7.8% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VTIP positions and 24 closed out — a net gain of 76 holders — while 194 added to existing stakes and 99 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $123M. The largest seller was HighTower Advisors, exiting entirely with an estimated $56.1M sold.

  • 459 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2020, up from 392 in Q3 2020.
  • Funds reported $6.49B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2020, up 7.8% quarter-over-quarter.
  • 100 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2020 and 24 closed out, a net change of +76 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2020 was Fidelity Investments, an estimated $123M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2020 was HighTower Advisors, an estimated $56.1M sold.

Based on aggregated 13F filings for Q4 2020.