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Vanguard Short-Term Inflation-Protected Securities Index Fund

200 hedge funds and large institutions have $1.67B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2017 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 15

105% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 44

16% more funds holding

Funds holding: 173200 (+27)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

10% more capital invested

Capital invested by funds: $1.52B → $1.67B (+$152M)

4.91% more ownership

Funds ownership: 52.16%57.07% (+4.9%)

Holders
200
Holders Change
+27
Holders Change %
+15.61%
% of All Funds
4.98%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
43
Increased
90
Reduced
44
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
26
Wealthfront
California
$11M +$3.2M +64,981 +41%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$10.6M +$6.84M +138,758 +183%
US Bancorp
28
US Bancorp
Minnesota
$10.6M +$2.93M +59,317 +38%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$10.4M +$4.52M +91,750 +78%
WCM
30
Windham Capital Management
Massachusetts
$10.2M -$4.58M -92,815 -31%
AssetMark Inc
31
AssetMark Inc
California
$10.1M +$811K +16,442 +9%
NYLIM
32
New York Life Investment Management
New York
$9.8M -$178K -3,617 -2%
HighTower Advisors
33
HighTower Advisors
Illinois
$9.39M +$519K +10,533 +6%
TCM
34
TD Capital Management
Tennessee
$9.11M -$364K -7,390 -4%
KA
35
Klingman & Associates
New York
$9.06M +$3.94M +79,821 +77%
Stifel Financial
36
Stifel Financial
Missouri
$8.72M +$2.75M +55,762 +46%
MIH
37
Madison Investment Holdings
Wisconsin
$8.17M +$420K +8,519 +5%
ODCM
38
Old Dominion Capital Management
Virginia
$7.81M +$141K +2,866 +2%
SFPM
39
Sensible Financial Planning & Management
Massachusetts
$7.51M +$162K +3,285 +2%
REMPR
40
Roof Eidam Maycock Peralta (REMP)
California
$7.21M +$7.19M +145,720 New
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$6.77M -$102K -2,068 -1%
NSIM
42
North Star Investment Management
Illinois
$6.76M +$6.64M +134,640 +6,712%
M
43
MOTCO
Texas
$6.73M -$114K -2,306 -2%
VCM
44
Vigilant Capital Management
Maine
$6.26M +$128K +2,605 +2%
TCOV
45
Trust Company of Vermont
Vermont
$6.07M +$2.36M +47,794 +64%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$5.57M +$1.4M +28,322 +34%
RJA
47
Raymond James & Associates
Florida
$5.46M +$155K +3,150 +3%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$5.45M +$2.86M +57,996 +111%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$5.28M +$662K +13,421 +14%
Citigroup
50
Citigroup
New York
$5.13M +$3.12M +63,356 +157%

VTIP Hedge Fund Activity: Q1 2017 in Review

200 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q1 2017, worth a combined $1.67B — up 10% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VTIP positions and 15 closed out — a net gain of 28 holders — while 90 added to existing stakes and 44 trimmed.

The largest buyer was SEI Investments, adding an estimated $71.6M. The largest seller was Goldman Sachs, cutting an estimated $83.6M.

  • 200 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q1 2017, up from 173 in Q4 2016.
  • Funds reported $1.67B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q1 2017, up 10% quarter-over-quarter.
  • 43 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q1 2017 and 15 closed out, a net change of +28 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q1 2017 was SEI Investments, an estimated $71.6M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q1 2017 was Goldman Sachs, an estimated $83.6M sold.

Based on aggregated 13F filings for Q1 2017.