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Vanguard Short-Term Inflation-Protected Securities Index Fund

246 hedge funds and large institutions have $2.58B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 93 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

63% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 57

23% more capital invested

Capital invested by funds: $2.1B → $2.58B (+$482M)

19% more funds holding

Funds holding: 206246 (+40)

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

12.46% more ownership

Funds ownership: 54.12%66.59% (+12%)

Holders
246
Holders Change
+40
Holders Change %
+19.42%
% of All Funds
5.58%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.43%
New
63
Increased
93
Reduced
57
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
FDx Advisors
Illinois
$14.3M +$14.5M +293,323 New
MIS
27
Morningstar Investment Services
Illinois
$13.2M +$2.1M +42,446 +19%
MFP
28
Mosaic Financial Partners
California
$12.5M +$280K +5,665 +2%
LPL Financial
29
LPL Financial
California
$12.2M -$447K -9,031 -4%
JFG
30
JMG Financial Group
Illinois
$11.2M +$149K +3,009 +1%
US Bancorp
31
US Bancorp
Minnesota
$11M -$386K -7,811 -3%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$10.4M -$333K -6,738 -3%
Stifel Financial
33
Stifel Financial
Missouri
$10.3M +$639K +12,929 +7%
GC
34
Garde Capital
Washington
$9.82M +$394K +7,974 +4%
NYLIM
35
New York Life Investment Management
New York
$9.38M +$272K +5,510 +3%
WCM
36
Windham Capital Management
Massachusetts
$9.06M -$71.8K -1,451 -0.8%
BTIS
37
BB&T Investment Services
North Carolina
$8.99M +$235K +4,742 +3%
HighTower Advisors
38
HighTower Advisors
Illinois
$8.97M -$290K -5,858 -3%
AWA
39
Alaska Wealth Advisors
Alaska
$8.82M +$8.94M +180,775 New
DDPOM
40
Delta Dental Plan of Michigan
Michigan
$8.81M +$8.98M +181,610 New
Citigroup
41
Citigroup
New York
$8.56M +$659K +13,336 +8%
GCA
42
Gradient Capital Advisors
California
$8.37M +$8.48M +171,534 New
VCM
43
Vigilant Capital Management
Maine
$8.31M +$883K +17,852 +12%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$8.28M +$1.31M +26,511 +19%
AssetMark Inc
45
AssetMark Inc
California
$8.28M +$79.4K +1,606 +1%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$8.06M +$1.98M +40,116 +32%
WB
47
Webster Bank
Connecticut
$8M +$583K +11,794 +8%
ODCM
48
Old Dominion Capital Management
Virginia
$7.94M +$247 +5 +0%
TCOV
49
Trust Company of Vermont
Vermont
$7.93M +$428K +8,645 +6%
BP
50
Ballentine Partners
Massachusetts
$7.73M -$290K -5,860 -4%

VTIP Hedge Fund Activity: Q4 2017 in Review

246 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2017, worth a combined $2.58B — up 23% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VTIP positions and 22 closed out — a net gain of 41 holders — while 93 added to existing stakes and 57 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $317M. The largest seller was Bank of New York Mellon, cutting an estimated $29.6M.

  • 246 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2017, up from 206 in Q3 2017.
  • Funds reported $2.58B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2017, up 23% quarter-over-quarter.
  • 63 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2017 and 22 closed out, a net change of +41 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2017 was JP Morgan Chase, an estimated $317M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2017 was Bank of New York Mellon, an estimated $29.6M sold.

Based on aggregated 13F filings for Q4 2017.