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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
CPIG
201
Chicago Partners Investment Group
Illinois
$466K +$2.57K +52 +0.6%
FCIM
202
Fairview Capital Investment Management
California
$463K -$143K -2,899 -23%
TSS
203
Two Sigma Securities
New York
$457K +$460K +9,315 New
NL
204
NWAM LLC
Washington
$453K +$101K +2,041 +28%
RJT
205
Raymond James Trust
Florida
$448K -$61.3K -1,240 -12%
PAS
206
Partnervest Advisory Services
California
$439K +$194K +3,931 +78%
CCG
207
Cypress Capital Group
Florida
$436K -$6.92K -140 -2%
SFS
208
Summit Financial Strategies
Ohio
$427K -$187K -3,776 -30%
CAN
209
Cetera Advisor Networks
California
$416K -$107K -2,157 -20%
WIC
210
Whitegate Investment Counselors
New Hampshire
$411K +$2.77K +56 +0.7%
PO
211
Private Ocean
California
$409K +$25.3K +512 +7%
ONB
212
Old National Bancorp
Indiana
$408K -$468K -9,473 -53%
EPA
213
Element Pointe Advisors
Florida
$408K
BF
214
BOK Financial
Oklahoma
$402K -$4.74K -96 -1%
TL
215
TrueWealth LLC
Georgia
$382K
TF
216
Tompkins Financial
New York
$380K -$9.33M -188,777 -96%
WS
217
Wedbush Securities
California
$372K -$13.1K -266 -3%
CISOA
218
Capital Investment Services of America
Wisconsin
$368K
DWM
219
Doyle Wealth Management
Florida
$355K -$10.4K -211 -3%
PB
220
Pinnacle Bancorp
Nebraska
$352K +$4K +81 +1%
OIA
221
OneDigital Investment Advisors
Kansas
$350K +$3.16K +64 +0.9%
WWM
222
Western Wealth Management
Colorado
$312K +$49 +1 +0%
CAM
223
Cresset Asset Management
Illinois
$309K -$97.3K -1,969 -24%
NDSI
224
Newman Dignan & Sheerar Inc
Rhode Island
$307K +$2.67K +54 +0.9%
MLFP
225
MPS Loria Financial Planners
Illinois
$306K -$15.8K -320 -5%

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.