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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
WA
126
Wealth Architects
California
$4.63M +$849K +16,678 +23%
LRPA
127
L. Roy Papp & Associates
Arizona
$4.57M +$161K +3,159 +4%
BFG
128
Baron Financial Group
New Jersey
$4.5M +$1.69M +33,145 +60%
William Blair & Company
129
William Blair & Company
Illinois
$4.5M +$58.3K +1,145 +1%
PMG
130
ProVise Management Group
Florida
$4.46M +$24.1K +474 +0.5%
PFM
131
Parsec Financial Management
North Carolina
$4.32M +$303K +5,958 +8%
FIM
132
Freedom Investment Management
Connecticut
$4.28M -$378K -7,429 -8%
MWA
133
Martel Wealth Advisors
Washington
$4.18M +$204K +4,006 +5%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$4.14M +$246K +4,826 +6%
LFG
135
Larson Financial Group
Missouri
$4.13M +$435K +8,542 +12%
WTC
136
WhitTier Trust Company
Nevada
$4.09M -$1.02M -20,000 -20%
CT
137
Coastline Trust
Rhode Island
$4.06M +$59.8K +1,175 +2%
CCM
138
Colorado Capital Management
Colorado
$4.05M +$119K +2,339 +3%
DADC
139
D.A. Davidson & Co
Montana
$3.92M +$645K +12,670 +20%
NL
140
NWAM LLC
Washington
$3.84M -$175K -3,440 -4%
LWA
141
Lenox Wealth Advisors
New York
$3.79M -$131K -2,572 -3%
NFG
142
Next Financial Group
Texas
$3.77M -$708K -13,906 -16%
BIP
143
Bouvel Investment Partners
Pennsylvania
$3.63M +$3.61M +70,944 New
GWM
144
Geneos Wealth Management
Colorado
$3.58M +$611K +12,002 +18%
Wealthfront Advisers
145
Wealthfront Advisers
California
$3.54M -$121K -2,378 -3%
WLIM
146
White Lighthouse Investment Management
Massachusetts
$3.41M +$50.5K +992 +2%
PWPCM
147
Perella Weinberg Partners Capital Management
New York
$3.4M
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$3.39M +$2.7M +52,996 +397%
Citigroup
149
Citigroup
New York
$3.36M -$146K -2,864 -4%
SRC
150
Sage Rhino Capital
California
$3.34M +$85.5K +1,681 +3%

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.