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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
MWA
101
Martel Wealth Advisors
Washington
$4.08M +$41.2K +837 +1%
LNB
102
Ledyard National Bank
$3.99M -$1.02M -20,799 -20%
LWA
103
Lenox Wealth Advisors
New York
$3.92M -$63.9K -1,297 -2%
LBD
104
Landsberg Bennett & Dubbaneh
Florida
$3.92M +$448K +9,097 +13%
PAG
105
Private Advisor Group
New Jersey
$3.89M -$759K -15,410 -16%
CT
106
Coastline Trust
Rhode Island
$3.88M -$61.3K -1,245 -2%
LL
107
LPWM LLC
Minnesota
$3.79M +$3.79M +76,953 New
ETS
108
ESL Trust Services
New York
$3.73M +$3.72M +75,585 New
CCM
109
Colorado Capital Management
Colorado
$3.69M +$82.5K +1,675 +2%
RJA
110
Raymond James & Associates
Florida
$3.52M -$90.6K -1,840 -3%
DADC
111
D.A. Davidson & Co
Montana
$3.34M -$308K -6,249 -8%
A
112
AdvicePeriod
California
$3.33M +$215K +4,370 +7%
PMG
113
ProVise Management Group
Florida
$3.29M -$36.6K -744 -1%
CWM
114
Cedar Wealth Management
California
$3.29M +$7.93K +161 +0.2%
GWM
115
Geneos Wealth Management
Colorado
$3.2M -$248K -5,034 -7%
LWANC
116
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.18M +$1.16M +23,465 +57%
SCA
117
STALEY CAPITAL ADVISERS
Pennsylvania
$3.13M -$24.6K -500 -0.8%
EH
118
Equitable Holdings
New York
$3.04M +$3.04M +61,671 New
GFPC
119
Global Financial Private Capital
Florida
$2.99M +$230K +4,668 +8%
NFG
120
Next Financial Group
Texas
$2.78M +$140K +2,850 +5%
LNC
121
Lincoln National Corp
Pennsylvania
$2.75M +$360K +7,307 +15%
BCMO
122
Buckingham Capital Management (Ohio)
Ohio
$2.72M -$87.9K -1,785 -3%
BAM
123
Belpointe Asset Management
Nevada
$2.61M +$934K +18,965 +56%
SBL
124
Sargent Bickham Lagudis
Colorado
$2.58M +$79.6K +1,617 +3%
WAM
125
Wealthspire Advisors (Maryland)
Maryland
$2.56M -$1.3M -26,396 -34%

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.