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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
SFS
26
Summit Financial Strategies
Ohio
$21.7M +$968K +19,802 +5%
WCM
27
Windham Capital Management
Massachusetts
$20.1M -$496K -10,141 -2%
JC
28
Jentner Corp
Ohio
$19.8M +$119K +2,424 +0.6%
CAL
29
Capital Analysts LLC
Pennsylvania
$18.9M +$19M +387,782 New
MIS
30
Morningstar Investment Services
Illinois
$18.6M +$739K +15,118 +4%
AIP
31
Almanack Investment Partners
Pennsylvania
$17.9M +$11.1M +226,820 +163%
LFS
32
Lutz Financial Services
Nebraska
$17.7M -$26.4K -539 -0.1%
BlackRock
33
BlackRock
New York
$17.7M +$781K +15,976 +5%
WB
34
Webster Bank
Connecticut
$15.1M +$4.34M +88,776 +40%
SHWM
35
Smith & Howard Wealth Management
Georgia
$14.9M +$1.16M +23,790 +8%
ONB
36
Old National Bancorp
Indiana
$14.1M +$1.47M +30,078 +12%
FA
37
FDx Advisors
Illinois
$13.5M -$403K -8,244 -3%
CS
38
Credit Suisse
Switzerland
$13.4M -$453K -9,264 -3%
CA
39
CapWealth Advisors
Tennessee
$13.3M +$989K +20,227 +8%
GC
40
Garde Capital
Washington
$13.1M +$2.21M +45,290 +20%
AWA
41
Alaska Wealth Advisors
Alaska
$12.7M +$315K +6,442 +3%
BSW
42
Buckingham Strategic Wealth
Missouri
$12.7M -$345K -7,050 -3%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$12.7M
AssetMark Inc
44
AssetMark Inc
California
$12.5M -$229K -4,686 -2%
SGAM
45
Steinberg Global Asset Management
Florida
$12.4M -$18.2K -373 -0.1%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$11.7M +$3.82M +78,147 +49%
JFG
47
JMG Financial Group
Illinois
$11.4M -$238K -4,864 -2%
IA
48
IndexIQ Advisors
New York
$11.2M +$5.39M +110,146 +93%
RBC
49
Roble Belko & Company
Pennsylvania
$10.8M +$10.9M +221,950 New
Natixis Advisors
50
Natixis Advisors
Massachusetts
$10.7M +$186K +3,797 +2%

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.