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Vanguard Short-Term Inflation-Protected Securities Index Fund

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: 2229 (+7)

7% more capital invested

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

4% more funds holding

Funds holding: 276286 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
251
Flagship Harbor Advisors
Massachusetts
$48K +$48.8K +999 New
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.4K
FGAM
253
Financial Gravity Asset Management
Texas
$41K -$36.7K -751 -47%
WAM
254
Watermark Asset Management
California
$39K +$244 +5 +0.6%
Bessemer Group
255
Bessemer Group
New Jersey
$37K
RFA
256
Reilly Financial Advisors
California
$37K
AIM
257
Anchor Investment Management
South Carolina
$36.6K
LFG
258
LifePlan Financial Group
Ohio
$36K +$98 +2 +0.3%
AF
259
Advisornet Financial
Minnesota
$36K +$36.3K +742 New
ME
260
McIlrath & Eck
Washington
$35K -$2.54K -52 -7%
GRP
261
Global Retirement Partners
California
$30K +$28.9K +592 +2,819%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$29K +$7.24K +148 +34%
KTC
263
Kistler-Tiffany Companies
Pennsylvania
$28K
BWA
264
Burt Wealth Advisors
Maryland
$27K
SMG
265
Spectrum Management Group
Indiana
$21K
AIM
266
Advantage Investment Management
Iowa
$19K +$831 +17 +5%
JFA
267
JNBA Financial Advisors
Minnesota
$17K
NCM
268
New Capital Management
Texas
$17K
PG
269
Patten Group
Tennessee
$16K
DSC
270
Duncker Streett & Co
Missouri
$15K
VFA
271
Valeo Financial Advisors
Indiana
$15K +$293 +6 +2%
TC
272
Trust Company
Kansas
$12K
WAP
273
Wealthcare Advisory Partners
Pennsylvania
$10K
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$9K -$11.7K -239 -55%
WF
275
WealthTrust Fairport
Ohio
$9K

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.