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Vanguard Short-Term Inflation-Protected Securities Index Fund

115 hedge funds and large institutions have $598M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

49% more capital invested

Capital invested by funds: $401M → $598M (+$197M)

14% more funds holding

Funds holding: 101115 (+14)

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
3.07%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.29%
New
24
Increased
47
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
101
North Star Investment Management
Illinois
$96K
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$84K +$76.5K +1,556 +860%
DSC
103
Duncker Streett & Co
Missouri
$80K +$52.1K +1,060 +177%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$74K
BPBT
105
Boston Private Bank & Trust
Massachusetts
$60K +$61.6K +1,252 New
VCM
106
Vigilant Capital Management
Maine
$53K
FPFS
107
First Personal Financial Services
North Carolina
$45K +$46.8K +951 New
BWA
108
Burt Wealth Advisors
Maryland
$27K +$27.5K +560 New
BCI
109
Brinker Capital Investments
Pennsylvania
$26K +$26.4K +536 New
TRCT
110
Tower Research Capital (TRC)
New York
$9K -$20.4K -415 -70%
AllianceBernstein
111
AllianceBernstein
Tennessee
$6K +$6.29K +128 New
NES
112
New England Securities
New York
$5K
Citigroup
113
Citigroup
New York
$5K +$49 +1 +1%
MAS
114
Madden Advisory Services
Florida
$3K
AC
115
Alexandria Capital
Virginia
$1K +$689 +14 New
RC
116
RegentAtlantic Capital
New Jersey
-$556K -11,260 Closed
PAG
117
Private Advisor Group
New Jersey
-$541K -10,965 Closed
CWM
118
Concert Wealth Management
California
-$493K -10,005 Closed
DMS
119
Discretionary Management Services
Kansas
-$286K -5,800 Closed
EAM
120
Evanson Asset Management
California
-$284K -5,762 Closed
WA
121
WFG Advisors
Texas
-$59K -1,200 Closed
Creative Planning
122
Creative Planning
Kansas
-$10K -199 Closed
Parallax Volatility Advisers
123
Parallax Volatility Advisers
California
+$49 +1 New

VTIP Hedge Fund Activity: Q4 2014 in Review

115 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2014, worth a combined $598M — up 49% from $401M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VTIP positions and 7 closed out — a net gain of 17 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was Windham Capital Management, adding an estimated $58.5M. The largest seller was Bangor Savings Bank, cutting an estimated $6.52M.

  • 115 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2014, up from 101 in Q3 2014.
  • Funds reported $598M of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2014, up 49% quarter-over-quarter.
  • 24 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2014 and 7 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2014 was Windham Capital Management, an estimated $58.5M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2014 was Bangor Savings Bank, an estimated $6.52M sold.

Based on aggregated 13F filings for Q4 2014.