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Vanguard Short-Term Inflation-Protected Securities Index Fund

326 hedge funds and large institutions have $4.56B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 129 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $3.9B → $4.56B (+$657M)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

4.55% more ownership

Funds ownership: 62.32%66.87% (+4.6%)

8% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 120

1% less funds holding

Funds holding: 328326 (-2)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

Holders
326
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
7.15%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
27
Increased
129
Reduced
120
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$621M +$214M +4,323,907 +52%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$544M +$479M +9,687,792 +691%
JP Morgan Chase
3
JP Morgan Chase
New York
$335M +$24.3M +491,597 +8%
Betterment LLC
4
Betterment LLC
New York
$296M
VA
5
Valmark Advisers
Ohio
$264M -$2.81M -56,936 -1%
SEI Investments
6
SEI Investments
Pennsylvania
$241M +$14.4M +291,852 +6%
Goldman Sachs
7
Goldman Sachs
New York
$159M -$3.53M -71,331 -2%
FT
8
Fiduciary Trust
Massachusetts
$114M +$1.47M +29,699 +1%
Bank of America
9
Bank of America
North Carolina
$89.3M -$2.54M -51,393 -3%
Morgan Stanley
10
Morgan Stanley
New York
$89M -$274K -5,536 -0.3%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$88.9M -$27.3M -552,984 -23%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.3M +$140K +2,835 +0.2%
Wells Fargo
13
Wells Fargo
California
$73.1M -$2.73M -55,148 -4%
EWM
14
Empirical Wealth Management
Washington
$72.8M +$5.6M +113,355 +8%
UBS Group
15
UBS Group
Switzerland
$61.4M +$38M +769,019 +159%
AA
16
Alesco Advisors
New York
$57M -$6.55M -132,617 -10%
BCMIO
17
Beacon Capital Management Inc (Ohio)
Ohio
$52.2M -$9.44M -190,952 -15%
BS
18
Banco Santander
Spain
$49.8M +$5.75M +116,265 +13%
Creative Planning
19
Creative Planning
Kansas
$44.7M -$1.01M -20,440 -2%
KA
20
Klingman & Associates
New York
$36.8M +$9.17M +185,597 +33%
AWA
21
Alaska Wealth Advisors
Alaska
$34.8M -$5.04M -102,018 -13%
APCM
22
Alaska Permanent Capital Management
Alaska
$34.8M +$4.04M +81,770 +13%
PWPCM
23
Perella Weinberg Partners Capital Management
New York
$34.6M -$48.7M -985,926 -58%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$33.7M -$8.42M -170,336 -20%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$32M +$2.2M +44,471 +7%

VTIP Hedge Fund Activity: Q3 2019 in Review

326 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2019, worth a combined $4.56B — up 17% from $3.9B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of VTIP and 27 opened new positions — a net loss of 1 holder — while 120 trimmed existing stakes and 129 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $479M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $48.7M.

  • 326 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2019, down from 328 in Q2 2019.
  • Funds reported $4.56B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2019, up 17% quarter-over-quarter.
  • 27 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2019 and 28 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $479M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2019 was Perella Weinberg Partners Capital Management, an estimated $48.7M sold.

Based on aggregated 13F filings for Q3 2019.