We are live on ! Find out more
VTIP icon

Vanguard Short-Term Inflation-Protected Securities Index Fund

115 hedge funds and large institutions have $598M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

49% more capital invested

Capital invested by funds: $401M → $598M (+$197M)

14% more funds holding

Funds holding: 101115 (+14)

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
3.07%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.29%
New
24
Increased
47
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1
Windham Capital Management
Massachusetts
$66.5M +$58.5M +1,190,322 +636%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$56.7M +$32.9M +669,634 +133%
UCFA
3
United Capital Financial Advisors
Texas
$49.9M +$31.8M +647,486 +168%
AA
4
Alesco Advisors
New York
$46.4M +$1.27M +25,768 +3%
Goldman Sachs
5
Goldman Sachs
New York
$39.7M +$5.11M +103,822 +14%
AssetMark Inc
6
AssetMark Inc
California
$25.9M +$25.7M +523,171 +3,635%
EWM
7
Empirical Wealth Management
Washington
$20.8M +$10.7M +217,090 +102%
Morgan Stanley
8
Morgan Stanley
New York
$19.9M -$136K -2,761 -0.7%
JFG
9
JMG Financial Group
Illinois
$15.3M -$3.32M -67,482 -18%
Natixis Advisors
10
Natixis Advisors
Massachusetts
$14.2M +$900K +18,302 +7%
SFPM
11
Sensible Financial Planning & Management
Massachusetts
$13.5M -$1.63M -33,155 -11%
TCM
12
TD Capital Management
Tennessee
$12.8M +$3.3M +67,142 +34%
FAAM
13
First Allied Asset Management
California
$12.2M +$1.39M +28,330 +13%
M
14
MOTCO
Texas
$12.1M -$2.84M -57,777 -19%
MFP
15
Mosaic Financial Partners
California
$12M +$455K +9,252 +4%
Bank of America
16
Bank of America
North Carolina
$11.9M -$3.69M -74,990 -23%
SFS
17
Summit Financial Strategies
Ohio
$11.4M +$11.6M +235,352 New
RPGK
18
Retirement Planning Group (Kansas)
Kansas
$10.6M -$854K -17,371 -7%
RJA
19
Raymond James & Associates
Florida
$9.46M +$748K +15,204 +8%
Betterment LLC
20
Betterment LLC
New York
$8.82M +$8.99M +182,847 New
NYLIM
21
New York Life Investment Management
New York
$8.56M +$8.73M +177,560 New
APCM
22
Alaska Permanent Capital Management
Alaska
$6.93M +$7.07M +143,694 New
UBS Group
23
UBS Group
Switzerland
$6.21M +$6.33M +128,701 New
TCM
24
Twin Capital Management
Pennsylvania
$5.61M +$1.41M +28,690 +33%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$5M +$600K +12,203 +13%