We are live on ! Find out more
VTIP icon

Vanguard Short-Term Inflation-Protected Securities Index Fund

121 hedge funds and large institutions have $770M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

6% more funds holding

Funds holding: 114121 (+7)

4% less capital invested

Capital invested by funds: $803M → $770M (-$32.6M)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
121
Holders Change
+7
Holders Change %
+6.14%
% of All Funds
3.26%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
17
Increased
54
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
101
M&T Bank
New York
$209K -$11.9K -244 -5%
PG
102
Patten Group
Tennessee
$162K +$162K +3,323 New
AIG
103
American International Group
New York
$152K +$36.5K +750 +31%
MFS
104
MSI Financial Services
Massachusetts
$137K -$79.8K -1,639 -37%
NSIM
105
North Star Investment Management
Illinois
$97K
DSC
106
Duncker Streett & Co
Missouri
$81K
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$74K
ASN
108
Advisory Services Network
Georgia
$51K +$10.3K +211 +25%
BWA
109
Burt Wealth Advisors
Maryland
$27K
WEC
110
Winslow Evans & Crocker
Massachusetts
$24.9K +$24.9K +512 New
CMO
111
Covenant Multifamily Offices
Texas
$16K +$16.1K +330 New
BCI
112
Brinker Capital Investments
Pennsylvania
$15K
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7K +$11.7M +240,220 New
Citigroup
114
Citigroup
New York
$10K
WIC
115
Woodmont Investment Counsel
Tennessee
$10K +$9.78K +201 New
CCS
116
Crosspoint Capital Strategies
California
$8K
CWM
117
Catamount Wealth Management
Connecticut
$2K
MAS
118
Madden Advisory Services
Florida
$2K +$2.63K +54 New
AC
119
Alexandria Capital
Virginia
$1K
FAAM
120
First Allied Asset Management
California
-$11.2M -230,714 Closed
RJFSA
121
Raymond James Financial Services Advisors
Florida
-$1.77M -36,482 Closed
LNC
122
Lincoln National Corp
Pennsylvania
-$285K -5,883 Closed
BCM
123
Bluefin Capital Management
New York
-$233K -4,802 Closed
CS
124
Credit Suisse
Switzerland
-$206K -4,246 Closed
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
-$111K -2,300 Closed

VTIP Hedge Fund Activity: Q2 2015 in Review

121 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q2 2015, worth a combined $770M — down 4.1% from $803M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VTIP positions and 10 closed out — a net gain of 7 holders — while 54 added to existing stakes and 34 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.6M. The largest seller was AssetMark Inc, cutting an estimated $70.6M.

  • 121 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2015, up from 114 in Q1 2015.
  • Funds reported $770M of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2015, down 4.1% quarter-over-quarter.
  • 17 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2015 and 10 closed out, a net change of +7 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2015 was Goldman Sachs, an estimated $20.6M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2015 was AssetMark Inc, an estimated $70.6M sold.

Based on aggregated 13F filings for Q2 2015.