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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
RJT
176
Raymond James Trust
Florida
$1.88M -$34.1K -670 -2%
CSM
177
CAMG Solamere Management
North Carolina
$1.85M -$378K -7,436 -17%
AWA
178
Arkadios Wealth Advisors
Georgia
$1.83M +$1.62M +31,800 +779%
ASN
179
Advisory Services Network
Georgia
$1.8M +$19.3K +379 +1%
AFP
180
Ausdal Financial Partners
Iowa
$1.78M -$27.4K -539 -2%
UFA
181
US Financial Advisors
Massachusetts
$1.75M +$1.74M +34,162 New
EH
182
Equitable Holdings
New York
$1.73M -$1.02K -20 -0.1%
MWM
183
Maltin Wealth Management
New Jersey
$1.66M -$216K -4,250 -12%
IP
184
Intellectus Partners
California
$1.63M +$405K +7,950 +33%
SAM
185
S.A. Mason
Michigan
$1.52M +$120K +2,350 +9%
DI
186
Disciplined Investments
Oklahoma
$1.52M +$203K +3,980 +15%
BP
187
Ballentine Partners
Massachusetts
$1.48M -$3.65M -71,778 -71%
MIS
188
Morningstar Investment Services
Illinois
$1.44M -$178K -3,497 -11%
HPC
189
HM Payson & Co
Maine
$1.43M
SPA
190
Sentinel Pension Advisors
Massachusetts
$1.43M -$9.97K -196 -0.7%
HT
191
Heritage Trust
Oklahoma
$1.42M +$880K +17,293 +164%
ZC
192
Zeit Capital
Colorado
$1.41M +$1.4M +27,535 New
WCWM
193
Willow Creek Wealth Management
California
$1.4M +$209K +4,098 +18%
CCA
194
Column Capital Advisors
Indiana
$1.38M +$1.13M +22,155 +452%
CWM
195
Cedar Wealth Management
California
$1.37M +$23.4K +460 +2%
WPA
196
West Paces Advisors
Georgia
$1.3M
MCM
197
Monarch Capital Management
Indiana
$1.3M +$1.3M +25,463 New
JHCP
198
Jackson Hole Capital Partners
Oklahoma
$1.24M
TFA
199
Tranquilli Financial Advisor
New Jersey
$1.22M +$1.22M +23,947 New
WTB
200
Washington Trust Bank
Washington
$1.2M +$8.96K +176 +0.8%

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.