Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
87 hedge funds and large institutions have $322M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
58% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 26
5% more funds holding
Funds holding: 83 → 87 (+4)
1% more capital invested
Capital invested by funds: $317M → $322M (+$4.56M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
+$6.43M |
| 2 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
+$5.85M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.07M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3.92M |
| 5 |
Morgan Stanley
New York
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$5.24M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$5.24M |
| 3 |
Goldman Sachs
New York
|
-$3.93M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.1M |
| 5 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$2.2M |
VTIP Hedge Fund Activity: Q1 2014 in Review
87 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q1 2014, worth a combined $322M — up 1.4% from $317M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new VTIP positions and 5 closed out — a net gain of 4 holders — while 41 added to existing stakes and 26 trimmed.
The largest buyer was Mosaic Financial Partners, adding an estimated $6.43M. The largest seller was SignalPoint Asset Management, exiting entirely with an estimated $5.24M sold.
- 87 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q1 2014, up from 83 in Q4 2013.
- Funds reported $322M of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q1 2014, up 1.4% quarter-over-quarter.
- 9 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q1 2014 and 5 closed out, a net change of +4 holders.
- The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q1 2014 was Mosaic Financial Partners, an estimated $6.43M added.
- The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q1 2014 was SignalPoint Asset Management, an estimated $5.24M sold.
Based on aggregated 13F filings for Q1 2014.