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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
CCWA
201
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$511K -$69.4K -1,410 -12%
Citadel Advisors
202
Citadel Advisors
Florida
$506K +$506K +10,271 New
PIA
203
Perennial Investment Advisors
California
$498K +$497K +10,097 New
PHS
204
Pekin Hardy Strauss
Illinois
$496K
FP
205
Fiduciary Planning
Florida
$496K +$494K +10,037 New
Baird Financial Group
206
Baird Financial Group
Wisconsin
$496K +$496K +10,069 New
AFA
207
American Financial Advisors
Georgia
$486K -$5.61K -114 -1%
SSB
208
Sandy Spring Bank
Maryland
$474K -$18.3K -371 -4%
VWA
209
VERITY Wealth Advisors
United States
$472K +$2.07K +42 +0.4%
CPIG
210
Chicago Partners Investment Group
Illinois
$469K +$1.92K +39 +0.4%
CWA
211
Clarus Wealth Advisors
Arizona
$457K -$45.7K -929 -9%
CMBA
212
C.M. Bidwell & Associates
Hawaii
$454K -$71.6K -1,454 -14%
RJT
213
Raymond James Trust
Florida
$450K
SAM
214
S.A. Mason
Michigan
$446K +$445K +9,045 New
AI
215
Atria Investments
North Carolina
$445K -$32.8K -666 -7%
VF
216
Virtu Financial
New York
$445K +$444K +9,025 New
FCIM
217
Fairview Capital Investment Management
California
$425K -$39.4K -801 -8%
BF
218
BOK Financial
Oklahoma
$418K +$13.5K +274 +3%
WIC
219
Whitegate Investment Counselors
New Hampshire
$416K +$2.22K +45 +0.5%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$416K +$202K +4,108 +95%
CCG
221
Cypress Capital Group
Florida
$405K -$32.5K -660 -7%
CT
222
Caldwell Trust
Florida
$401K +$400K +8,130 New
SFS
223
Summit Financial Strategies
Ohio
$399K -$30.3K -615 -7%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$390K +$389K +7,905 New
SFG
225
Sunburst Financial Group
Alabama
$383K +$383K +7,777 New

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.