We are live on ! Find out more
VTIP icon

Vanguard Short-Term Inflation-Protected Securities Index Fund

328 hedge funds and large institutions have $3.72B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 114 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $3.37B → $3.72B (+$352M)

5% more funds holding

Funds holding: 312328 (+16)

2.74% more ownership

Funds ownership: 58.11%60.85% (+2.7%)

12% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 130

15% less funds holding in top 10

Funds holding in top 10: 3933 (-6)

Holders
328
Holders Change
+16
Holders Change %
+5.13%
% of All Funds
7.1%
Holding in Top 10
33
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.38%
% of All Funds
0.71%
New
44
Increased
114
Reduced
130
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$337M +$64.8M +1,342,671 +24%
JP Morgan Chase
2
JP Morgan Chase
New York
$291M +$39.3M +813,364 +16%
Betterment LLC
3
Betterment LLC
New York
$277M +$15.8M +327,369 +6%
VA
4
Valmark Advisers
Ohio
$267M +$196M +4,066,744 +288%
SEI Investments
5
SEI Investments
Pennsylvania
$211M +$14.9M +308,674 +8%
Goldman Sachs
6
Goldman Sachs
New York
$153M +$875K +18,124 +0.6%
PWPCM
7
Perella Weinberg Partners Capital Management
New York
$134M +$65M +1,346,507 +96%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$109M +$2.36M +48,971 +2%
Bank of America
9
Bank of America
North Carolina
$106M -$21.5M -444,851 -17%
FT
10
Fiduciary Trust
Massachusetts
$106M +$2.61M +54,114 +3%
Wells Fargo
11
Wells Fargo
California
$94.9M +$1.31M +27,231 +1%
Morgan Stanley
12
Morgan Stanley
New York
$84.6M -$33.5M -693,391 -29%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$72.2M +$3.39M +70,184 +5%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$65.2M +$2.78M +57,560 +4%
AA
15
Alesco Advisors
New York
$64.4M +$815K +16,873 +1%
EWM
16
Empirical Wealth Management
Washington
$59.1M +$5.06M +104,758 +9%
State of Tennessee, Department of Treasury
17
State of Tennessee, Department of Treasury
Tennessee
$47.5M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$44.6M +$3.31M +68,543 +8%
BS
19
Banco Santander
Spain
$43.5M +$1.31M +27,036 +3%
AWA
20
Alaska Wealth Advisors
Alaska
$39.5M +$25.1M +520,273 +179%
US Bancorp
21
US Bancorp
Minnesota
$33.2M -$1.01M -20,908 -3%
LPL Financial
22
LPL Financial
California
$30.9M -$1.48M -30,708 -5%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$27.4M -$378K -7,837 -1%
APCM
24
Alaska Permanent Capital Management
Alaska
$26.5M +$1.53M +31,624 +6%
LFS
25
Lutz Financial Services
Nebraska
$25.6M +$679K +14,064 +3%

VTIP Hedge Fund Activity: Q1 2019 in Review

328 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q1 2019, worth a combined $3.72B — up 10% from $3.37B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VTIP positions and 24 closed out — a net gain of 20 holders — while 114 added to existing stakes and 130 trimmed.

The largest buyer was Valmark Advisers, adding an estimated $196M. The largest seller was Morgan Stanley, cutting an estimated $33.5M.

  • 328 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q1 2019, up from 312 in Q4 2018.
  • Funds reported $3.72B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q1 2019, up 10% quarter-over-quarter.
  • 44 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q1 2019 and 24 closed out, a net change of +20 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q1 2019 was Valmark Advisers, an estimated $196M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q1 2019 was Morgan Stanley, an estimated $33.5M sold.

Based on aggregated 13F filings for Q1 2019.