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Vanguard Short-Term Inflation-Protected Securities Index Fund

87 hedge funds and large institutions have $337M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

5% more capital invested

Capital invested by funds: $322M → $337M (+$14.6M)

0% more funds holding

Funds holding: 8787 (0)

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
2.5%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
7
Increased
40
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Alesco Advisors
New York
$45.5M +$1.43M +28,754 +3%
Goldman Sachs
2
Goldman Sachs
New York
$29.9M -$497K -9,997 -2%
Morgan Stanley
3
Morgan Stanley
New York
$21.5M +$1.58M +31,691 +8%
JFG
4
JMG Financial Group
Illinois
$18.7M +$1.68M +33,755 +10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.7M +$5.85M +117,534 +60%
Natixis Advisors
6
Natixis Advisors
Massachusetts
$15.1M +$1.9M +38,201 +14%
M
7
MOTCO
Texas
$14.9M -$528K -10,604 -3%
Bank of America
8
Bank of America
North Carolina
$14.3M +$949K +19,083 +7%
FAAM
9
First Allied Asset Management
California
$11.8M +$162K +3,261 +1%
MFP
10
Mosaic Financial Partners
California
$10.7M +$2.11M +42,456 +25%
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$10.5M +$30.8K +619 +0.3%
U
12
UBS
Switzerland
$10.2M -$3.05M -61,315 -23%
UCFA
13
United Capital Financial Advisors
Texas
$9.7M +$5.68M +114,189 +144%
WCM
14
Windham Capital Management
Massachusetts
$9.3M -$7.34M -147,496 -44%
RJA
15
Raymond James & Associates
Florida
$8.97M +$1.31M +26,389 +17%
BSB
16
Bangor Savings Bank
Maine
$7.13M +$310K +6,235 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.49M -$480K -9,637 -7%
SFI
18
SPC Financial Inc
Maryland
$5.69M -$806K -16,200 -12%
PFM
19
Phillips Financial Management
Indiana
$4.5M -$93.9K -1,887 -2%
TCM
20
Twin Capital Management
Pennsylvania
$4.3M -$807K -16,220 -16%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$3.94M +$276K +5,544 +8%
MWP
22
Moller Wealth Partners
$3.07M +$364K +7,325 +14%
DADC
23
D.A. Davidson & Co
Montana
$2.88M +$7.81K +157 +0.3%
RIA
24
Regal Investment Advisors
Michigan
$2.38M -$153K -3,070 -6%
GIA
25
Granite Investment Advisors
New Hampshire
$2.37M +$1.33M +26,645 +130%

VTIP Hedge Fund Activity: Q2 2014 in Review

87 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q2 2014, worth a combined $337M — up 4.5% from $322M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VTIP positions and 6 closed out — a net gain of 1 holder — while 40 added to existing stakes and 28 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.85M. The largest seller was Windham Capital Management, cutting an estimated $7.34M.

  • 87 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $337M of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2014, up 4.5% quarter-over-quarter.
  • 7 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2014 and 6 closed out, a net change of +1 holder.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2014 was Envestnet Asset Management, an estimated $5.85M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2014 was Windham Capital Management, an estimated $7.34M sold.

Based on aggregated 13F filings for Q2 2014.