Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
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.
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: 6 → 7 (+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: 87 → 87 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.85M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$5.68M |
| 3 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
+$2.11M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$1.9M |
| 5 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$7.34M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$3.05M |
| 3 |
CCMH
Cornerstone Capital Management Holdings
New York
|
-$1.94M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$1.12M |
VTIP Hedge Fund Activity: Q2 2014 in Review
87 of the 3,491 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.