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Vanguard Short-Term Inflation-Protected Securities Index Fund

173 hedge funds and large institutions have $1.52B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

97% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 39

52.16% more ownership

Funds ownership: 0%52.16% (+52%)

26% more capital invested

Capital invested by funds: $1.2B → $1.52B (+$316M)

15% more funds holding

Funds holding: 150173 (+23)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

Holders
173
Holders Change
+23
Holders Change %
+15.33%
% of All Funds
4.33%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.4%
New
35
Increased
77
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFW
51
Omnia Family Wealth
Florida
$3.79M +$3.81M +77,047 New
Ameriprise
52
Ameriprise
Minnesota
$3.78M -$416K -8,408 -10%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$3.73M -$171K -3,455 -4%
TCOV
54
Trust Company of Vermont
Vermont
$3.68M +$1.49M +30,177 +68%
DRS
55
Deane Retirement Strategies
Louisiana
$3.62M +$33.5K +678 +0.9%
PAG
56
Private Advisor Group
New Jersey
$3.6M +$3.22M +65,224 +814%
JFGLC
57
Johnson Financial Group LLC (Colorado)
Colorado
$3.6M +$3.62M +73,281 New
CIM
58
Cetera Investment Management
California
$3.59M -$1.3M -26,241 -26%
HA
59
Hays Advisory
Tennessee
$3.33M +$3.35M +67,790 New
UCFA
60
United Capital Financial Advisors
Texas
$3.31M +$306K +6,189 +10%
GIA
61
Granite Investment Advisors
New Hampshire
$3.04M +$50.9K +1,030 +2%
PMG
62
ProVise Management Group
Florida
$2.91M +$62.3K +1,261 +2%
FMII
63
Farmers & Merchants Investments Inc
Nebraska
$2.89M +$480K +9,707 +20%
MWP
64
Moller Wealth Partners
$2.86M -$224K -4,527 -7%
DADC
65
D.A. Davidson & Co
Montana
$2.8M -$83.4K -1,688 -3%
CA
66
Cetera Advisors
Colorado
$2.71M -$122K -2,460 -4%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$2.7M +$84.5K +1,709 +3%
BRF
68
B. Riley Financial
California
$2.64M +$85.7K +1,735 +3%
CASB
69
Cape Ann Savings Bank
Massachusetts
$2.58M +$568K +11,498 +28%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$2.56M +$427K +8,635 +20%
CT
71
Coastline Trust
Rhode Island
$2.11M -$7.91K -160 -0.4%
CTA
72
Chesley Taft & Associates
Illinois
$2.08M
Citigroup
73
Citigroup
New York
$1.99M +$863K +17,473 +76%
PA
74
Planning Alternatives
Michigan
$1.96M -$82.3K -1,666 -4%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$1.91M +$1.31M +26,458 +213%

VTIP Hedge Fund Activity: Q4 2016 in Review

173 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2016, worth a combined $1.52B — up 26% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VTIP positions and 9 closed out — a net gain of 26 holders — while 77 added to existing stakes and 39 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $120M. The largest seller was AssetMark Inc, cutting an estimated $14.1M.

  • 173 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2016, up from 150 in Q3 2016.
  • Funds reported $1.52B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2016, up 26% quarter-over-quarter.
  • 35 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2016 and 9 closed out, a net change of +26 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2016 was JP Morgan Chase, an estimated $120M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2016 was AssetMark Inc, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2016.