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Vanguard Short-Term Inflation-Protected Securities Index Fund

101 hedge funds and large institutions have $401M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 21

19% more capital invested

Capital invested by funds: $337M → $401M (+$64.7M)

16% more funds holding

Funds holding: 87101 (+14)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
101
Holders Change
+14
Holders Change %
+16.09%
% of All Funds
2.93%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
15
Increased
49
Reduced
21
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Alesco Advisors
New York
$46.2M +$1.39M +27,819 +3%
Goldman Sachs
2
Goldman Sachs
New York
$35.5M +$6.18M +123,916 +21%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.9M +$9.61M +192,724 +62%
Morgan Stanley
4
Morgan Stanley
New York
$20.5M -$670K -13,446 -3%
UCFA
5
United Capital Financial Advisors
Texas
$19.1M +$9.61M +192,672 +100%
JFG
6
JMG Financial Group
Illinois
$19M +$568K +11,401 +3%
Bank of America
7
Bank of America
North Carolina
$15.8M +$1.75M +35,021 +12%
M
8
MOTCO
Texas
$15.2M +$514K +10,311 +3%
SFPM
9
Sensible Financial Planning & Management
Massachusetts
$13.8M +$15.6M +312,104 New
Natixis Advisors
10
Natixis Advisors
Massachusetts
$13.7M -$1.24M -24,897 -8%
MFP
11
Mosaic Financial Partners
California
$11.9M +$1.32M +26,461 +12%
RPGK
12
Retirement Planning Group (Kansas)
Kansas
$11.7M +$1.37M +27,560 +13%
FAAM
13
First Allied Asset Management
California
$11.1M -$444K -8,905 -4%
EWM
14
Empirical Wealth Management
Washington
$10.5M +$9.34M +187,331 +717%
TCM
15
TD Capital Management
Tennessee
$9.76M +$9.85M +197,594 New
WCM
16
Windham Capital Management
Massachusetts
$9.25M +$85.5K +1,716 +0.9%
RJA
17
Raymond James & Associates
Florida
$8.93M +$98.6K +1,977 +1%
U
18
UBS
Switzerland
$8.48M -$1.58M -31,640 -16%
BSB
19
Bangor Savings Bank
Maine
$7.78M +$769K +15,421 +11%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.37M -$1.04M -20,817 -16%
PFM
21
Phillips Financial Management
Indiana
$4.54M +$88.6K +1,777 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$4.51M +$636K +12,760 +16%
SFI
23
SPC Financial Inc
Maryland
$4.49M -$1.13M -22,700 -20%
TCM
24
Twin Capital Management
Pennsylvania
$4.32M +$87.7K +1,760 +2%
DADC
25
D.A. Davidson & Co
Montana
$2.83M -$13.1K -262 -0.5%

VTIP Hedge Fund Activity: Q3 2014 in Review

101 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2014, worth a combined $401M — up 19% from $337M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VTIP positions and 1 closed out — a net gain of 14 holders — while 49 added to existing stakes and 21 trimmed.

The largest buyer was TD Capital Management, opening a new position worth an estimated $9.85M. The largest seller was UBS, cutting an estimated $1.58M.

  • 101 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2014, up from 87 in Q2 2014.
  • Funds reported $401M of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2014, up 19% quarter-over-quarter.
  • 15 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2014 and 1 closed out, a net change of +14 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2014 was TD Capital Management, an estimated $9.85M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2014 was UBS, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2014.