We are live on ! Find out more
VTIP icon

Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

114 hedge funds and large institutions have $803M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

34% more capital invested

Capital invested by funds: $598M → $803M (+$205M)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 115 → 114 (-1)

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
3.04%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
14
Increased
55
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$62.4M
2
Goldman Sachs
Goldman Sachs
New York
+$28.8M
3
BIA
Barry Investment Advisors
Massachusetts
+$24.2M
4
FT
Fiduciary Trust
Massachusetts
+$16.9M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$15.5M

Top Sellers

1
TCM
TD Capital Management
Tennessee
-$7.01M
2
VKH
Virtu KCG Holdings
New York
-$3.31M
3
SFPM
Sensible Financial Planning & Management
Massachusetts
-$3.11M
4
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$2.58M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
101
Duncker Streett & Co
Missouri
$80K – – –
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$74K – – –
VCM
103
Vigilant Capital Management
Maine
$53K – – –
ASN
104
Advisory Services Network
Georgia
$41K +$40.8K +843 New
WCM
105
Wealthcare Capital Management
Virginia
$29K +$29.1K +601 New
BWA
106
Burt Wealth Advisors
Maryland
$27K – – –
AF
107
Allworth Financial
California
$23K +$22.7K +469 New
BCI
108
Brinker Capital Investments
Pennsylvania
$15K -$11K -228 -43%
Citigroup
109
Citigroup
New York
$10K +$5.08K +105 +104%
KTC
110
Kistler-Tiffany Companies
Pennsylvania
$10K +$9.64K +199 New
CCS
111
Crosspoint Capital Strategies
California
$8K +$8.04K +166 New
CWM
112
Catamount Wealth Management
Connecticut
$2K +$1.79K +37 New
AC
113
Alexandria Capital
Virginia
$1K – – –
REMPR
114
Roof Eidam Maycock Peralta (REMP)
California
– -$2.58M -53,395 Closed
BSB
115
Bangor Savings Bank
Maine
– -$1.21M -25,083 Closed
Citadel Advisors
116
Citadel Advisors
Florida
– -$488K -10,116 Closed
FFIC
117
First Fiduciary Investment Counsel
Ohio
– -$474K -9,820 Closed
FIB
118
First Interstate Bank
Montana
– -$465K -9,633 Closed
CBU
119
CIBC Bank USA
Illinois
– -$263K -5,447 Closed
WB
120
Webster Bank
Connecticut
– -$241K -4,998 Closed
LA
121
LVW Advisors
New York
– -$227K -4,700 Closed
NPC
122
National Planning Corporation
California
– -$97.2K -2,015 Closed
BPBT
123
Boston Private Bank & Trust
Massachusetts
– -$60K -1,252 Closed
FPFS
124
First Personal Financial Services
North Carolina
– -$45K -951 Closed
TRCT
125
Tower Research Capital (TRC)
New York
– -$9K -178 Closed
2 3 4
5
6

VTIP Hedge Fund Activity: Q1 2015 in Review

114 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q1 2015, worth a combined $803M — up 34% from $598M a quarter earlier.

Fund positioning in VTIP was balanced in Q1 2015: 14 funds opened new positions, 14 closed out, 55 added to existing stakes and 30 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $62.4M. The largest seller was TD Capital Management, cutting an estimated $7.01M.

  • 114 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q1 2015, down from 115 in Q4 2014.
  • Funds reported $803M of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q1 2015, up 34% quarter-over-quarter.
  • 14 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q1 2015 and 14 closed out, a net change of 0 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q1 2015 was AssetMark Inc, an estimated $62.4M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q1 2015 was TD Capital Management, an estimated $7.01M sold.

Based on aggregated 13F filings for Q1 2015.