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Vanguard Short-Term Inflation-Protected Securities Index Fund

459 hedge funds and large institutions have $6.49B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 194 increasing their positions, 99 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 24

96% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 99

17% more funds holding

Funds holding: 392459 (+67)

13% more funds holding in top 10

Funds holding in top 10: 3944 (+5)

8% more capital invested

Capital invested by funds: $6.02B → $6.49B (+$470M)

0.79% less ownership

Funds ownership: 65.61%64.82% (-0.79%)

Holders
459
Holders Change
+67
Holders Change %
+17.09%
% of All Funds
8.12%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.78%
New
100
Increased
194
Reduced
99
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.33B +$123M +2,419,046 +10%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$936M +$61.4M +1,207,408 +7%
Betterment LLC
3
Betterment LLC
New York
$382M +$28.9M +568,166 +8%
SCM
4
SCS Capital Management
Massachusetts
$347M +$69M +1,354,954 +25%
SEI Investments
5
SEI Investments
Pennsylvania
$293M +$20.8M +408,585 +8%
VA
6
Valmark Advisers
Ohio
$278M +$11.9M +233,996 +4%
Morgan Stanley
7
Morgan Stanley
New York
$214M +$23.9M +468,668 +13%
Wells Fargo
8
Wells Fargo
California
$165M +$37.3M +732,456 +29%
Bank of America
9
Bank of America
North Carolina
$151M +$16.6M +326,796 +12%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$130M +$1.9M +37,286 +1%
EWM
11
Empirical Wealth Management
Washington
$98.4M +$4.98M +97,778 +5%
NL
12
NKCFO LLC
Illinois
$85.5M +$305K +6,000 +0.4%
UBS Group
13
UBS Group
Switzerland
$83.8M -$42.9M -842,646 -34%
AA
14
Alesco Advisors
New York
$70.5M +$3.37M +66,212 +5%
KA
15
Klingman & Associates
New York
$48.6M +$3.57M +70,165 +8%
BCMIO
16
Beacon Capital Management Inc (Ohio)
Ohio
$47.5M -$43.7M -859,150 -48%
FT
17
Fiduciary Trust
Massachusetts
$46.6M -$1.85M -36,402 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$44.3M -$10.4M -203,978 -19%
APCM
19
Alaska Permanent Capital Management
Alaska
$39.1M +$530K +10,424 +1%
PAG
20
Private Advisor Group
New Jersey
$37.4M +$23.8M +467,927 +177%
AHSW
21
Adventist Health System West
California
$36.6M +$8.91M +175,000 +32%
AC
22
Abbrea Capital
California
$35.5M +$5.64M +110,805 +19%
LPL Financial
23
LPL Financial
California
$33.7M +$2.65M +52,011 +9%
US Bancorp
24
US Bancorp
Minnesota
$33.6M -$3.96M -77,892 -11%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$31.2M -$4.84M -95,053 -13%

VTIP Hedge Fund Activity: Q4 2020 in Review

459 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2020, worth a combined $6.49B — up 7.8% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VTIP positions and 24 closed out — a net gain of 76 holders — while 194 added to existing stakes and 99 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $123M. The largest seller was HighTower Advisors, exiting entirely with an estimated $56.1M sold.

  • 459 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2020, up from 392 in Q3 2020.
  • Funds reported $6.49B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2020, up 7.8% quarter-over-quarter.
  • 100 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2020 and 24 closed out, a net change of +76 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2020 was Fidelity Investments, an estimated $123M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2020 was HighTower Advisors, an estimated $56.1M sold.

Based on aggregated 13F filings for Q4 2020.