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Vanguard Short-Term Inflation-Protected Securities Index Fund

121 hedge funds and large institutions have $770M invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

6% more funds holding

Funds holding: 114121 (+7)

4% less capital invested

Capital invested by funds: $803M → $770M (-$32.6M)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
121
Holders Change
+7
Holders Change %
+6.14%
% of All Funds
3.26%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
17
Increased
54
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
26
Retirement Planning Group (Kansas)
Kansas
$8.89M -$562K -11,548 -6%
SFPM
27
Sensible Financial Planning & Management
Massachusetts
$8.64M -$1.81M -37,219 -17%
UBS Group
28
UBS Group
Switzerland
$6.38M +$1.17M +24,067 +22%
CCMH
29
Cornerstone Capital Management Holdings
New York
$6.13M +$275K +5,650 +5%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$5.89M +$349K +7,162 +6%
TCM
31
Twin Capital Management
Pennsylvania
$5.13M -$813K -16,710 -14%
BSW
32
Buckingham Strategic Wealth
Missouri
$4.78M +$4.78M +98,207 New
W
33
Wealthfront
California
$4.66M +$2.44M +50,051 +110%
PFM
34
Phillips Financial Management
Indiana
$4.01M -$153K -3,138 -4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$3.78M +$2.22M +45,550 +142%
LPL Financial
36
LPL Financial
California
$3.37M +$757K +15,549 +29%
VFS
37
VSR Financial Services
Kansas
$3.23M +$2.05M +42,062 +174%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.22M +$1.76M +36,124 +120%
Wells Fargo
39
Wells Fargo
California
$2.84M +$548K +11,251 +24%
GIA
40
Granite Investment Advisors
New Hampshire
$2.82M +$33.8K +695 +1%
NMIS
41
Northwestern Mutual Investment Services
Wisconsin
$2.75M +$179K +3,687 +7%
CA
42
Cetera Advisors
Colorado
$2.73M +$280K +5,755 +11%
MWP
43
Moller Wealth Partners
$2.61M -$7.06K -145 -0.3%
US Bancorp
44
US Bancorp
Minnesota
$2.56M +$1.96M +40,306 +328%
CT
45
Coastline Trust
Rhode Island
$2.55M -$27.3K -560 -1%
SHA
46
Smith Hayes Advisers
Nebraska
$2.53M +$68.1K +1,400 +3%
PMG
47
ProVise Management Group
Florida
$2.37M
JG
48
Jefferies Group
New York
$2.21M +$2.21M +45,328 New
PA
49
Planning Alternatives
Michigan
$2.17M +$9.05K +186 +0.4%
DADC
50
D.A. Davidson & Co
Montana
$1.98M -$139K -2,851 -7%

VTIP Hedge Fund Activity: Q2 2015 in Review

121 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q2 2015, worth a combined $770M — down 4.1% from $803M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VTIP positions and 10 closed out — a net gain of 7 holders — while 54 added to existing stakes and 34 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.6M. The largest seller was AssetMark Inc, cutting an estimated $70.6M.

  • 121 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2015, up from 114 in Q1 2015.
  • Funds reported $770M of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2015, down 4.1% quarter-over-quarter.
  • 17 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2015 and 10 closed out, a net change of +7 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2015 was Goldman Sachs, an estimated $20.6M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2015 was AssetMark Inc, an estimated $70.6M sold.

Based on aggregated 13F filings for Q2 2015.