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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

286 hedge funds and large institutions have $2.65B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 66

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

32% more funds holding in top 10

Funds holding in top 10: 22 → 29 (+7)

7% more capital invested

Capital invested by funds: $2.47B → $2.65B (+$182M)

4% more funds holding

Funds holding: 276 → 286 (+10)

0.44% more ownership

Funds ownership: 51.73% → 52.18% (+0.44%)

Holders
286
Holders Change
+10
Holders Change %
+3.62%
% of All Funds
6.55%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.66%
New
34
Increased
145
Reduced
66
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$23.7M
2
BS
Banco Santander
Spain
+$19.4M
3
CAL
Capital Analysts LLC
Pennsylvania
+$19M
4
HighTower Advisors
HighTower Advisors
Illinois
+$13M
5
AIP
Almanack Investment Partners
Pennsylvania
+$11.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$22.3M
2
W
Wealthfront
California
-$10.7M
3
MSL
Mackay Shields LLC
New York
-$9.84M
4
Jane Street
Jane Street
New York
-$8.67M
5
BJ
Brouwer & Janachowski
California
-$5.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
226
WBH Advisory
Maryland
$254K +$293 +6 +0.1%
KA
227
Kovack Advisors
Florida
$254K +$254K +5,203 New
AWM
228
Altium Wealth Management
New York
$247K +$248K +5,063 New
AWM
229
AE Wealth Management
Kansas
$246K +$16.3K +334 +7%
CCM
230
Crabel Capital Management
California
$240K – – –
SS
231
Simplicity Solutions
Minnesota
$239K +$15.7K +322 +7%
SWP
232
Stratos Wealth Partners
Ohio
$226K -$2.34M -47,778 -91%
NEPWA
233
New England Private Wealth Advisors
Massachusetts
$225K +$1.37K +28 +0.6%
PCG
234
Private Capital Group
Connecticut
$224K – – –
TFCP
235
Twin Focus Capital Partners
Massachusetts
$215K – – –
SAM
236
Stansberry Asset Management
Texas
$206K +$206K +4,215 New
PA
237
Planning Alternatives
Michigan
$205K +$205K +4,193 New
MWP
238
MYCIO Wealth Partners
Pennsylvania
$202K +$831 +17 +0.4%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$171K +$8.41K +172 +5%
SPIA
240
Steward Partners Investment Advisory
New York
$164K +$149K +3,048 +1,016%
GEA
241
Glen Eagle Advisors
New Jersey
$154K -$13.8K -283 -8%
CC
242
Claybrook Capital
Massachusetts
$151K -$4.89K -100 -3%
ADL
243
Asset Dedication LLC
California
$149K +$149K +3,050 New
PA
244
Parallel Advisors
California
$127K – – –
CFA
245
Carroll Financial Associates
North Carolina
$124K – – –
CF
246
Centaurus Financial
California
$115K +$115K +2,345 New
PWAG
247
Polaris Wealth Advisory Group
California
$74K – – –
PCM
248
Peak Capital Management
Colorado
$73K +$73.3K +1,500 New
AWA
249
Acorn Wealth Advisors
Michigan
$59K +$342 +7 +0.6%
DOA
250
D'Orazio & Associates
Virginia
$56K -$3.28K -67 -6%
8 9
10
11 12

VTIP Hedge Fund Activity: Q2 2018 in Review

286 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q2 2018, worth a combined $2.65B — up 7.4% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VTIP positions and 22 closed out — a net gain of 12 holders — while 145 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $23.7M. The largest seller was Goldman Sachs, cutting an estimated $22.3M.

  • 286 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2018, up from 276 in Q1 2018.
  • Funds reported $2.65B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2018, up 7.4% quarter-over-quarter.
  • 34 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2018 and 22 closed out, a net change of +12 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2018 was Bank of America, an estimated $23.7M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2018 was Goldman Sachs, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2018.