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Vanguard Short-Term Inflation-Protected Securities Index Fund

326 hedge funds and large institutions have $4.56B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 129 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $3.9B → $4.56B (+$657M)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

4.55% more ownership

Funds ownership: 62.32%66.87% (+4.6%)

8% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 120

1% less funds holding

Funds holding: 328326 (-2)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

Holders
326
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
7.15%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
27
Increased
129
Reduced
120
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
126
WesBanco Bank
West Virginia
$2.06M -$431K -8,729 -17%
LWANC
127
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.01M +$552K +11,163 +37%
SC
128
Scotia Capital
Ontario, Canada
$1.9M -$188K -3,813 -9%
MFG
129
Magnus Financial Group
New York
$1.84M +$68K +1,377 +4%
IFS
130
Ifrah Financial Services
Arkansas
$1.79M -$692 -14 -0%
CWM
131
Cranbrook Wealth Management
Michigan
$1.75M +$82.7K +1,674 +5%
Wealthfront Advisers
132
Wealthfront Advisers
California
$1.72M +$1.04M +20,979 +150%
SIA
133
Starfire Investment Advisers
Michigan
$1.7M -$78.6K -1,591 -4%
BAM
134
Belpointe Asset Management
Nevada
$1.67M +$1.68M +34,018 New
CTA
135
Chesley Taft & Associates
Illinois
$1.67M
WANY
136
Wealthspire Advisors (New York)
New York
$1.55M +$36.2K +732 +2%
UCFA
137
United Capital Financial Advisors
Texas
$1.53M -$304K -6,161 -16%
SIM
138
Stratos Investment Management
Ohio
$1.45M +$93.8K +1,899 +7%
UA
139
Unison Advisors
District of Columbia
$1.28M -$262K -5,297 -17%
WPA
140
West Paces Advisors
Georgia
$1.27M
AWM
141
AE Wealth Management
Kansas
$1.26M +$738K +14,924 +138%
NCM
142
Northwest Capital Management
Oregon
$1.24M +$87.2K +1,765 +7%
RA
143
Riversedge Advisors
Delaware
$1.23M
V
144
Veritable
Delaware
$1.22M -$367K -7,435 -23%
AW
145
ACG Wealth
Georgia
$1.21M -$246K -4,984 -17%
HC
146
HNP Capital
New York
$1.2M -$56.2K -1,137 -4%
VRM
147
Vectors Research Management
New York
$1.2M -$56.2K -1,137 -4%
CGFA
148
Colton Groome Financial Advisors
North Carolina
$1.16M +$2.17K +44 +0.2%
RIA
149
Regal Investment Advisors
Michigan
$1.13M +$37.8K +765 +3%
FPS
150
Fieldpoint Private Securities
Connecticut
$1.12M -$625K -12,650 -36%

VTIP Hedge Fund Activity: Q3 2019 in Review

326 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2019, worth a combined $4.56B — up 17% from $3.9B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of VTIP and 27 opened new positions — a net loss of 1 holder — while 120 trimmed existing stakes and 129 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $479M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $48.7M.

  • 326 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2019, down from 328 in Q2 2019.
  • Funds reported $4.56B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2019, up 17% quarter-over-quarter.
  • 27 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2019 and 28 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $479M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2019 was Perella Weinberg Partners Capital Management, an estimated $48.7M sold.

Based on aggregated 13F filings for Q3 2019.