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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
PPW
101
Pasadena Private Wealth
California
$6.96M +$28.2K +554 +0.4%
MD
102
Money Design
Japan
$6.88M -$696K -13,685 -9%
TCOV
103
Trust Company of Vermont
Vermont
$6.82M +$282K +5,538 +4%
MIA
104
MainStreet Investment Advisors
Illinois
$6.56M -$3.05M -59,905 -32%
GAM
105
Gould Asset Management
California
$6.45M +$548K +10,770 +9%
MSFS
106
Main Street Financial Solutions
Pennsylvania
$6.39M +$6.37M +125,117 New
RJA
107
Raymond James & Associates
Florida
$6.29M +$263K +5,159 +4%
EA
108
Efficient Advisors
Ohio
$6.23M +$6.2M +121,879 New
CPFP
109
Clear Perspectives Financial Planning
Ohio
$6.17M +$6.14M +120,681 New
MCG
110
McCollum Christoferson Group
New York
$6.04M +$2.43M +47,790 +68%
CASB
111
Cape Ann Savings Bank
Massachusetts
$5.95M +$5.94M +116,621 New
LL
112
LPWM LLC
Minnesota
$5.91M +$1.36M +26,795 +30%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$5.88M +$699K +13,734 +14%
PP
114
Prosperity Planning
Missouri
$5.8M
SCA
115
STALEY CAPITAL ADVISERS
Pennsylvania
$5.51M -$922K -18,120 -14%
MFG
116
Magnus Financial Group
New York
$5.41M +$720K +14,148 +15%
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$5.36M -$4.16M -81,662 -44%
VR
118
Viridian RIA
Washington
$5.31M +$306K +6,007 +6%
GIA
119
Granite Investment Advisors
New Hampshire
$5.22M -$303K -5,957 -6%
PFM
120
Phillips Financial Management
Indiana
$5.2M +$717K +14,082 +16%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$5.1M -$654K -12,844 -11%
MML Investors Services
122
MML Investors Services
Massachusetts
$5.02M +$1.61M +31,551 +47%
SHWM
123
Smith & Howard Wealth Management
Georgia
$4.95M +$6.62K +130 +0.1%
AWE
124
Avidian Wealth Enterprises
Texas
$4.91M -$6.89M -135,428 -58%
SFPM
125
Sensible Financial Planning & Management
Massachusetts
$4.64M -$64.2K -1,261 -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.