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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
CW
201
CreativeOne Wealth
Kansas
$1.16M +$1.15M +22,616 New
Kovitz Investment Group Partners
202
Kovitz Investment Group Partners
Illinois
$1.15M -$12.9K -254 -1%
BAM
203
Belpointe Asset Management
Nevada
$1.1M -$3M -58,937 -73%
HWMG
204
Hurlow Wealth Management Group
Indiana
$1.08M +$378K +7,435 +55%
BWM
205
Birchcreek Wealth Management
Ohio
$1.07M +$1.07M +21,052 New
TFCP
206
Twin Focus Capital Partners
Massachusetts
$1.06M +$417K +8,190 +65%
FPS
207
Fieldpoint Private Securities
Connecticut
$1.06M
NIM
208
Northeast Investment Management
Massachusetts
$1.05M +$60.6K +1,190 +6%
SA
209
Sicart Associates
New York
$1.04M -$122K -2,400 -11%
IFG
210
Independent Financial Group
California
$1.03M +$30.6K +601 +3%
BI
211
Blooom Inc
Kansas
$1.03M +$1.02M +19,964 New
SGCA
212
Steel Grove Capital Advisors
Tennessee
$1.02M +$1.02M +19,991 New
MA
213
Mutual Advisors
Nebraska
$999K -$55.2K -1,084 -5%
CA
214
Continuum Advisory
Idaho
$988K +$178K +3,493 +22%
CFD
215
Creative Financial Designs
Indiana
$964K -$26.9K -528 -3%
HWM
216
Howard Wealth Management
Connecticut
$958K +$178K +3,501 +23%
SPC
217
Sigma Planning Corp
Michigan
$882K -$10.8K -212 -1%
VC
218
Veery Capital
Delaware
$868K +$864K +16,981 New
IC
219
IEQ Capital
California
$863K +$305 +6 +0%
HCIA
220
Hochman Cole Investment Advisors
Illinois
$836K +$469K +9,221 +129%
RVPG
221
Relative Value Partners Group
$823K +$83K +1,631 +11%
AWM
222
Aries Wealth Management
Maine
$819K
SFI
223
SPC Financial Inc
Maryland
$813K -$25.2K -495 -3%
CFA
224
Cahill Financial Advisors
Minnesota
$812K +$550K +10,816 +213%
BWP
225
BSW Wealth Partners
Colorado
$809K

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.