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Vanguard Short-Term Inflation-Protected Securities Index Fund

363 hedge funds and large institutions have $4.92B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 119 increasing their positions, 125 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

16% more capital invested

Capital invested by funds: $4.25B → $4.92B (+$673M)

3% more funds holding

Funds holding: 354363 (+9)

5% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 125

5% less funds holding in top 10

Funds holding in top 10: 3836 (-2)

7.21% less ownership

Funds ownership: 72.54%65.33% (-7.2%)

Holders
363
Holders Change
+9
Holders Change %
+2.54%
% of All Funds
7.44%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.74%
New
43
Increased
119
Reduced
125
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Avior Wealth Management
Nebraska
$608K
PBF
202
Petix & Botte Financial
California
$607K +$528K +10,618 +79%
CAAS
203
Capital Asset Advisory Services
Michigan
$592K +$994 +20 +0.2%
MWM
204
Modera Wealth Management
New Jersey
$581K +$127K +2,562 +28%
AC
205
Alexandria Capital
Virginia
$572K -$81.5K -1,640 -13%
MWA
206
Moser Wealth Advisors
Washington
$567K -$75K -1,510 -12%
PHS
207
Pekin Hardy Strauss
Illinois
$567K +$118K +2,380 +27%
CT
208
Caldwell Trust
Florida
$560K +$16.1K +325 +3%
BWM
209
Benchmark Wealth Management
Connecticut
$552K +$7.21K +145 +1%
PWM
210
PBMares Wealth Management
Virginia
$548K
LOPW
211
Live Oak Private Wealth
North Carolina
$542K +$537K +10,801 New
RIA
212
Regal Investment Advisors
Michigan
$537K +$532K +10,696 New
FCIM
213
Fairview Capital Investment Management
California
$523K
BCA
214
Bay Colony Advisors
Massachusetts
$509K +$248K +5,000 +97%
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$498K -$7.21K -145 -1%
WWM
216
Western Wealth Management
Colorado
$497K +$492K +9,904 New
JHP
217
James Hambro & Partners
United Kingdom
$495K -$123K -2,470 -20%
JC
218
Jentner Corp
Ohio
$493K -$88.2K -1,775 -15%
KA
219
Kovack Advisors
Florida
$486K -$70.2K -1,412 -13%
22CM
220
20/20 Capital Management
California
$485K +$475K +9,558 New
IAN
221
Integrated Advisors Network
Texas
$482K -$169K -3,409 -26%
CPIG
222
Chicago Partners Investment Group
Illinois
$480K
SW
223
SkyOak Wealth
Michigan
$436K +$431K +8,682 New
MWM
224
Merriman Wealth Management
Washington
$433K -$17.8K -358 -4%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$424K +$10.7K +215 +3%

VTIP Hedge Fund Activity: Q2 2020 in Review

363 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q2 2020, worth a combined $4.92B — up 16% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VTIP positions and 32 closed out — a net gain of 11 holders — while 119 added to existing stakes and 125 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $181M. The largest seller was Osaic Holdings, cutting an estimated $586M.

  • 363 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2020, up from 354 in Q1 2020.
  • Funds reported $4.92B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2020, up 16% quarter-over-quarter.
  • 43 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2020 and 32 closed out, a net change of +11 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2020 was Northwestern Mutual Wealth Management, an estimated $181M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2020 was Osaic Holdings, an estimated $586M sold.

Based on aggregated 13F filings for Q2 2020.