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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
WCWM
176
Willow Creek Wealth Management
California
$749K +$98 +2 +0%
VWA
177
V Wealth Advisors
Kansas
$747K
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$736K -$26.9K -546 -4%
Cetera Investment Advisers
179
Cetera Investment Advisers
Illinois
$720K +$58.3K +1,185 +9%
PBF
180
Petix & Botte Financial
California
$710K +$712K +14,463 New
JC
181
Jentner Corp
Ohio
$699K -$18.8M -382,716 -96%
AWM
182
Avior Wealth Management
Nebraska
$693K -$30.8K -626 -4%
EAMA
183
EFG Asset Management (Americas)
Florida
$690K -$24.6K -499 -4%
MWA
184
Moser Wealth Advisors
Washington
$674K +$674K +13,685 New
BRWM
185
B. Riley Wealth Management
Tennessee
$672K +$69K +1,402 +11%
RW
186
REDW Wealth
New Mexico
$664K
AC
187
Alexandria Capital
Virginia
$648K +$2.51K +51 +0.4%
TFCP
188
Twin Focus Capital Partners
Massachusetts
$647K +$935 +19 +0.1%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$645K +$33.2K +674 +5%
CCA
190
Clearwater Capital Advisors
Illinois
$631K
SA
191
Sicart Associates
New York
$627K +$98.5K +2,000 +19%
BSW
192
Buckingham Strategic Wealth
Missouri
$616K +$11.9K +242 +2%
JHP
193
James Hambro & Partners
United Kingdom
$608K
CA
194
Calton & Associates
Florida
$601K +$41.4K +840 +7%
CAAS
195
Capital Asset Advisory Services
Michigan
$576K +$574K +11,663 New
AWM
196
Aries Wealth Management
Maine
$543K +$24.6K +500 +5%
KA
197
Kovack Advisors
Florida
$536K +$46.1K +937 +9%
BWM
198
Benchmark Wealth Management
Connecticut
$535K +$535K +10,856 New
HS
199
Horan Securities
United States
$534K -$94.4K -1,917 -15%
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$534K -$44.8K -910 -8%

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.