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Vanguard Short-Term Inflation-Protected Securities Index Fund

206 hedge funds and large institutions have $2.1B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 55

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

14% more capital invested

Capital invested by funds: $1.84B → $2.1B (+$259M)

4% more funds holding

Funds holding: 199206 (+7)

2.86% more ownership

Funds ownership: 51.26%54.12% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
5.14%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
27
Increased
88
Reduced
55
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APCM
26
Alaska Permanent Capital Management
Alaska
$12.5M +$1.55M +31,280 +14%
MFP
27
Mosaic Financial Partners
California
$12.3M +$110K +2,231 +0.9%
US Bancorp
28
US Bancorp
Minnesota
$11.6M +$713K +14,423 +7%
MIS
29
Morningstar Investment Services
Illinois
$11.3M +$1.88M +38,145 +20%
JFG
30
JMG Financial Group
Illinois
$11.2M -$152K -3,078 -1%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$10.9M +$55.4K +1,121 +0.5%
W
32
Wealthfront
California
$10.8M +$3.03M +61,233 +39%
Stifel Financial
33
Stifel Financial
Missouri
$9.82M +$339K +6,867 +4%
GC
34
Garde Capital
Washington
$9.55M +$1.96M +39,630 +26%
HighTower Advisors
35
HighTower Advisors
Illinois
$9.38M -$124K -2,519 -1%
WCM
36
Windham Capital Management
Massachusetts
$9.24M -$403K -8,149 -4%
NYLIM
37
New York Life Investment Management
New York
$9.22M +$250K +5,068 +3%
BTIS
38
BB&T Investment Services
North Carolina
$8.85M +$873K +17,672 +11%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$8.71M -$2.65M -53,718 -23%
AL
40
Aspiriant LLC
California
$8.48M +$5.09M +103,000 +150%
AssetMark Inc
41
AssetMark Inc
California
$8.31M -$810K -16,387 -9%
BP
42
Ballentine Partners
Massachusetts
$8.12M +$69K +1,397 +0.9%
ODCM
43
Old Dominion Capital Management
Virginia
$8.04M +$101K +2,036 +1%
Citigroup
44
Citigroup
New York
$8.01M +$426K +8,628 +6%
MIH
45
Madison Investment Holdings
Wisconsin
$7.85M +$5.13M +103,904 +189%
TCOV
46
Trust Company of Vermont
Vermont
$7.61M +$138K +2,791 +2%
NSIM
47
North Star Investment Management
Illinois
$7.57M +$217K +4,395 +3%
VCM
48
Vigilant Capital Management
Maine
$7.53M +$419K +8,481 +6%
WB
49
Webster Bank
Connecticut
$7.52M +$1.65M +33,349 +28%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$7.08M +$438K +8,858 +7%

VTIP Hedge Fund Activity: Q3 2017 in Review

206 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2017, worth a combined $2.1B — up 14% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VTIP positions and 17 closed out — a net gain of 10 holders — while 88 added to existing stakes and 55 trimmed.

The largest buyer was Valmark Advisers, opening a new position worth an estimated $76.4M. The largest seller was IndexIQ Advisors, cutting an estimated $33.1M.

  • 206 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2017, up from 199 in Q2 2017.
  • Funds reported $2.1B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2017, up 14% quarter-over-quarter.
  • 27 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2017 and 17 closed out, a net change of +10 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2017 was Valmark Advisers, an estimated $76.4M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2017 was IndexIQ Advisors, an estimated $33.1M sold.

Based on aggregated 13F filings for Q3 2017.