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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$6.71M -$375K -7,592 -5%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$6.29M -$870K -17,608 -12%
FIM
78
Freedom Investment Management
Connecticut
$6.14M -$820K -16,594 -12%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$6.11M -$728K -14,724 -11%
AIP
80
Almanack Investment Partners
Pennsylvania
$5.99M -$240K -4,866 -4%
GIA
81
Granite Investment Advisors
New Hampshire
$5.74M +$78.3K +1,585 +1%
FCC
82
Florin Court Capital
United Kingdom
$5.68M +$2.41M +48,707 +73%
SFPM
83
Sensible Financial Planning & Management
Massachusetts
$5.59M -$207K -4,185 -4%
Stifel Financial
84
Stifel Financial
Missouri
$5.26M +$797K +16,134 +18%
MSWMA
85
Market Street Wealth Management Advisors
Indiana
$5.24M -$1.04M -20,976 -16%
FMII
86
Farmers & Merchants Investments Inc
Nebraska
$5.14M +$458K +9,269 +10%
AA
87
ALPS Advisors
Colorado
$5.1M -$65.7K -1,330 -1%
LNB
88
Ledyard National Bank
$4.99M -$516K -10,449 -9%
LRPA
89
L. Roy Papp & Associates
Arizona
$4.9M -$79.7K -1,613 -2%
TCOV
90
Trust Company of Vermont
Vermont
$4.79M -$1.66M -33,490 -26%
NG
91
Northstar Group
New York
$4.72M -$71.3K -1,442 -1%
FANJ
92
Financial Architects (New Jersey)
New Jersey
$4.65M -$79.8K -1,614 -2%
PAG
93
Private Advisor Group
New Jersey
$4.62M +$946K +19,149 +25%
AG
94
Advisor Group
Arizona
$4.4M +$143K +2,895 +3%
WLIM
95
White Lighthouse Investment Management
Massachusetts
$4.13M +$319K +6,451 +8%
PFM
96
Phillips Financial Management
Indiana
$4.1M -$32.7K -662 -0.8%
CSM
97
CAMG Solamere Management
North Carolina
$4.06M +$15.2K +308 +0.4%
MWA
98
Martel Wealth Advisors
Washington
$4.02M -$8.4K -170 -0.2%
LWA
99
Lenox Wealth Advisors
New York
$3.97M +$90.1K +1,823 +2%
CT
100
Coastline Trust
Rhode Island
$3.92M -$15.8K -320 -0.4%

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.