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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
AC
176
Alexandria Capital
Virginia
$642K +$5.73K +116 +0.9%
MFWM
177
Motley Fool Wealth Management
Virginia
$640K -$92.6K -1,874 -13%
CCA
178
Clearwater Capital Advisors
Illinois
$628K
HS
179
Horan Securities
United States
$625K -$42.4K -858 -6%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$609K -$73.5K -1,488 -11%
JHP
181
James Hambro & Partners
United Kingdom
$605K +$610K +12,340 New
BSW
182
Buckingham Strategic Wealth
Missouri
$602K -$360K -7,294 -37%
BRWM
183
B. Riley Wealth Management
Tennessee
$600K +$42.1K +852 +7%
CCWA
184
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$578K +$582K +11,780 New
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$576K -$21.3K -432 -4%
SB
186
Simmons Bank
Arkansas
$573K -$115K -2,335 -17%
CA
187
Calton & Associates
Florida
$557K +$165K +3,331 +42%
HWM
188
Highwater Wealth Management
Colorado
$545K +$11.2K +227 +2%
SA
189
Sicart Associates
New York
$526K +$530K +10,725 New
CMBA
190
C.M. Bidwell & Associates
Hawaii
$523K -$128K -2,588 -20%
AWM
191
Aries Wealth Management
Maine
$515K +$247K +5,000 +91%
CWA
192
Clarus Wealth Advisors
Arizona
$500K +$12.8K +258 +3%
PHS
193
Pekin Hardy Strauss
Illinois
$494K +$1.73K +35 +0.3%
AFA
194
American Financial Advisors
Georgia
$491K +$30.8K +623 +7%
SSB
195
Sandy Spring Bank
Maryland
$490K -$56.6K -1,146 -10%
KA
196
Kovack Advisors
Florida
$488K +$491K +9,940 New
MCM
197
Monument Capital Management
Virginia
$481K +$8.35K +169 +2%
AI
198
Atria Investments
North Carolina
$476K -$7.02K -142 -1%
BlackRock
199
BlackRock
New York
$471K -$951K -19,244 -67%
VWA
200
VERITY Wealth Advisors
United States
$467K +$2.62K +53 +0.6%

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.