We are live on ! Find out more
VTIP icon

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
PGA
76
Portland Global Advisors
Maine
$7.02M +$7.01M +142,395 New
QCMNJ
77
Quantum Capital Management (New Jersey)
New Jersey
$7.01M +$122K +2,480 +2%
NSIM
78
North Star Investment Management
Illinois
$6.98M +$42.8K +870 +0.6%
FMT
79
First Mercantile Trust
Tennessee
$6.98M -$761K -15,465 -10%
FCC
80
Florin Court Capital
United Kingdom
$6.21M +$497K +10,100 +9%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$6.14M +$7.04K +143 +0.1%
MD
82
Money Design
Japan
$5.9M -$2.53M -51,373 -30%
GIA
83
Granite Investment Advisors
New Hampshire
$5.89M +$116K +2,360 +2%
Renaissance Technologies
84
Renaissance Technologies
New York
$5.79M +$5.79M +117,594 New
SFPM
85
Sensible Financial Planning & Management
Massachusetts
$5.52M -$96.4K -1,957 -2%
FIM
86
Freedom Investment Management
Connecticut
$5.5M -$670K -13,611 -11%
FMII
87
Farmers & Merchants Investments Inc
Nebraska
$5.36M +$187K +3,805 +4%
Stifel Financial
88
Stifel Financial
Missouri
$5.11M -$173K -3,523 -3%
AA
89
ALPS Advisors
Colorado
$5.04M -$77.5K -1,575 -2%
LRPA
90
L. Roy Papp & Associates
Arizona
$4.87M -$54.3K -1,103 -1%
FANJ
91
Financial Architects (New Jersey)
New Jersey
$4.71M +$38.6K +785 +0.8%
NG
92
Northstar Group
New York
$4.56M -$182K -3,693 -4%
MIA
93
MainStreet Investment Advisors
Illinois
$4.53M +$3.61M +73,242 +392%
WLIM
94
White Lighthouse Investment Management
Massachusetts
$4.52M +$365K +7,419 +9%
TCOV
95
Trust Company of Vermont
Vermont
$4.49M -$319K -6,479 -7%
MML Investors Services
96
MML Investors Services
Massachusetts
$4.42M +$617K +12,538 +16%
AG
97
Advisor Group
Arizona
$4.41M -$12.3K -250 -0.3%
PFM
98
Phillips Financial Management
Indiana
$4.18M +$55.3K +1,124 +1%
MSWMA
99
Market Street Wealth Management Advisors
Indiana
$4.13M -$1.14M -23,086 -22%
CSM
100
CAMG Solamere Management
North Carolina
$4.09M +$20.7K +421 +0.5%

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.