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Vanguard Short-Term Inflation-Protected Securities Index Fund

352 hedge funds and large institutions have $4.9B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 133 increasing their positions, 111 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

20% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 111

8% more funds holding

Funds holding: 326352 (+26)

8% more capital invested

Capital invested by funds: $4.56B → $4.9B (+$342M)

1.35% more ownership

Funds ownership: 66.87%68.22% (+1.4%)

6% less funds holding in top 10

Funds holding in top 10: 3533 (-2)

Holders
352
Holders Change
+26
Holders Change %
+7.98%
% of All Funds
6.94%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.65%
New
60
Increased
133
Reduced
111
Closed
28
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$756M +$132M +2,671,113 +21%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$596M +$49.4M +1,002,479 +9%
JP Morgan Chase
3
JP Morgan Chase
New York
$371M +$34.2M +695,045 +10%
Betterment LLC
4
Betterment LLC
New York
$329M +$33.2M +674,176 +11%
VA
5
Valmark Advisers
Ohio
$268M +$2.92M +59,308 +1%
SEI Investments
6
SEI Investments
Pennsylvania
$256M +$14M +284,383 +6%
SCM
7
SCS Capital Management
Massachusetts
$176M +$176M +3,574,313 New
Morgan Stanley
8
Morgan Stanley
New York
$103M +$13.5M +274,911 +15%
Bank of America
9
Bank of America
North Carolina
$98.1M +$8.41M +170,787 +9%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$95.4M +$6.13M +124,549 +7%
EWM
11
Empirical Wealth Management
Washington
$79M +$5.8M +117,806 +8%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78M +$4.39M +89,102 +6%
FT
13
Fiduciary Trust
Massachusetts
$77.9M -$37.1M -752,525 -32%
Wells Fargo
14
Wells Fargo
California
$77.4M +$4.01M +81,484 +5%
UBS Group
15
UBS Group
Switzerland
$66.1M +$4.38M +88,972 +7%
AA
16
Alesco Advisors
New York
$55.9M -$1.35M -27,425 -2%
BS
17
Banco Santander
Spain
$49.7M -$89.6K -1,820 -0.2%
Creative Planning
18
Creative Planning
Kansas
$44M -$950K -19,290 -2%
BCMIO
19
Beacon Capital Management Inc (Ohio)
Ohio
$42.3M -$10.2M -206,665 -19%
Ameriprise
20
Ameriprise
Minnesota
$41.7M +$23.9M +485,307 +135%
KA
21
Klingman & Associates
New York
$38.8M +$1.86M +37,772 +5%
APCM
22
Alaska Permanent Capital Management
Alaska
$37M +$2.01M +40,827 +6%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$33.5M +$1.36M +27,588 +4%
LPL Financial
24
LPL Financial
California
$32.7M +$6.29M +127,782 +24%
JCM
25
Janney Capital Management
Pennsylvania
$29M -$1.47M -29,912 -5%

VTIP Hedge Fund Activity: Q4 2019 in Review

352 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2019, worth a combined $4.9B — up 7.5% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VTIP positions and 28 closed out — a net gain of 32 holders — while 133 added to existing stakes and 111 trimmed.

The largest buyer was SCS Capital Management, opening a new position worth an estimated $176M. The largest seller was Goldman Sachs, cutting an estimated $139M.

  • 352 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2019, up from 326 in Q3 2019.
  • Funds reported $4.9B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2019, up 7.5% quarter-over-quarter.
  • 60 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2019 and 28 closed out, a net change of +32 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2019 was SCS Capital Management, an estimated $176M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2019 was Goldman Sachs, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2019.