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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

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: 6 → 7 (+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: 87 → 87 (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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.85M
2
UCFA
United Capital Financial Advisors
Texas
+$5.68M
3
MFP
Mosaic Financial Partners
California
+$2.11M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$1.9M
5
JFG
JMG Financial Group
Illinois
+$1.68M

Top Sellers

1
WCM
Windham Capital Management
Massachusetts
-$7.34M
2
U
UBS
Switzerland
-$3.05M
3
CCMH
Cornerstone Capital Management Holdings
New York
-$1.94M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.2M
5
MWM
Modera Wealth Management
New Jersey
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
76
Evanson Asset Management
California
$200K +$199K +4,000 New
NSIM
77
North Star Investment Management
Illinois
$100K – – –
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$80K – – –
AIG
79
American International Group
New York
$79.4K – – –
VCM
80
Vigilant Capital Management
Maine
$55K – – –
TCOV
81
Trust Company of Vermont
Vermont
$51K +$1.24K +25 +3%
MAA
82
Managed Account Advisors
New Jersey
$36K +$35.4K +711 New
TRCT
83
Tower Research Capital (TRC)
New York
$21K +$2.39K +48 +13%
GSC
84
Ground Swell Capital
South Carolina
$10K +$9.95K +200 New
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$9K -$1.04K -21 -10%
NES
86
New England Securities
New York
$5K – – –
MAS
87
Madden Advisory Services
Florida
$3K – – –
CCMH
88
Cornerstone Capital Management Holdings
New York
– -$1.94M -39,390 Closed
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
– -$1.2M -24,289 Closed
MBT
90
Monroe Bank & Trust
Michigan
– -$247K -5,010 Closed
US Bancorp
91
US Bancorp
Minnesota
– -$225K -4,552 Closed
PFA
92
Paradigm Financial Advisors
Missouri
– -$164K -3,327 Closed
KCPG
93
Kavar Capital Partners Group
Kansas
– -$128K -2,600 Closed
1 2 3
4

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.