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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
MIM
76
Morningstar Investment Management
Illinois
$9.73M -$4.61M -90,506 -32%
V
77
Veritable
Delaware
$9.59M -$1.97M -38,770 -17%
WCM
78
Windham Capital Management
Massachusetts
$9.38M -$164K -3,215 -2%
LFS
79
Lutz Financial Services
Nebraska
$9.33M +$69.7K +1,369 +0.8%
CRC
80
Catawba River Capital
South Carolina
$9.3M +$9.26M +182,038 New
SC
81
Scotia Capital
Ontario, Canada
$9.18M +$465K +9,146 +5%
NSIM
82
North Star Investment Management
Illinois
$9.18M +$2.52M +49,490 +38%
Truist Financial
83
Truist Financial
North Carolina
$8.98M -$31.4K -617 -0.3%
GC
84
Gratus Capital
Georgia
$8.73M +$7.35M +144,456 +545%
GCA
85
Gradient Capital Advisors
California
$8.73M +$876K +17,204 +11%
Franklin Resources
86
Franklin Resources
California
$8.68M +$568K +11,153 +7%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$8.62M +$963K +18,926 +13%
FANJ
88
Financial Architects (New Jersey)
New Jersey
$8.61M +$1.47M +28,808 +21%
Renaissance Technologies
89
Renaissance Technologies
New York
$8.44M +$2.52M +49,519 +43%
KAS
90
Kestra Advisory Services
Texas
$8.34M +$6.11M +120,113 +277%
JBA
91
Johnson Bixby & Associates
Washington
$8.29M +$8.26M +162,338 New
AC
92
Apella Capital
Connecticut
$8.22M +$1.19M +23,311 +17%
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$7.87M +$244K +4,803 +3%
BFO
94
Boston Family Office
Massachusetts
$7.85M +$7.82M +153,704 New
DRS
95
Deane Retirement Strategies
Louisiana
$7.69M -$157K -3,083 -2%
NG
96
Northstar Group
New York
$7.13M +$289K +5,676 +4%
CWM
97
Cabot Wealth Management
Massachusetts
$7.12M +$4.43M +86,982 +166%
Vanguard Group
98
Vanguard Group
Pennsylvania
$7.08M +$6.69M +131,524 +1,898%
SP
99
Symmetry Partners
Connecticut
$7.05M +$1.72M +33,739 +32%
QCMNJ
100
Quantum Capital Management (New Jersey)
New Jersey
$7M +$76.3K +1,499 +1%

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.