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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
VRM
151
Vectors Research Management
New York
$1.2M -$2.76K -56 -0.2%
UA
152
Unison Advisors
District of Columbia
$1.18M -$101K -2,049 -8%
Wealthfront Advisers
153
Wealthfront Advisers
California
$1.13M -$590K -11,985 -34%
DI
154
Disciplined Investments
Oklahoma
$1.13M +$1.13M +22,971 New
MCG
155
McCollum Christoferson Group
New York
$1.1M +$214K +4,350 +24%
AW
156
ACG Wealth
Georgia
$1.09M -$127K -2,584 -10%
CGFA
157
Colton Groome Financial Advisors
North Carolina
$1.08M -$83.1K -1,687 -7%
SC
158
Stratford Consulting
Texas
$1.07M +$7.58K +154 +0.7%
JHCP
159
Jackson Hole Capital Partners
Oklahoma
$1.04M
FPS
160
Fieldpoint Private Securities
Connecticut
$1.02M -$109K -2,210 -10%
EWM
161
EPG Wealth Management
Georgia
$1.01M +$1.01M +20,420 New
SP
162
Successful Portfolios
Florida
$1M +$141K +2,859 +16%
PA
163
Parallel Advisors
California
$995K +$240K +4,877 +32%
HPC
164
HM Payson & Co
Maine
$986K
SS
165
Simplicity Solutions
Minnesota
$973K +$52.8K +1,072 +6%
WTB
166
Washington Trust Bank
Washington
$961K +$52.7K +1,071 +6%
IAN
167
Integrated Advisors Network
Texas
$858K +$857K +17,412 New
HighTower Advisors
168
HighTower Advisors
Illinois
$855K +$101K +2,047 +13%
BWP
169
BSW Wealth Partners
Colorado
$851K
IC
170
IEQ Capital
California
$828K +$828K +16,810 New
MFWM
171
Motley Fool Wealth Management
Virginia
$792K +$148K +3,013 +23%
SFI
172
SPC Financial Inc
Maryland
$791K +$59.6K +1,210 +8%
RCM
173
Radnor Capital Management
Pennsylvania
$788K +$787K +15,990 New
SPC
174
Sigma Planning Corp
Michigan
$784K +$25K +508 +3%
NIM
175
Northeast Investment Management
Massachusetts
$749K -$17.7K -360 -2%

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.