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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
KBFS
51
Kohmann Bosshard Financial Services
Ohio
$5.08M +$292K +5,922 +6%
TFA
52
Transamerica Financial Advisors
Florida
$5.05M -$351K -7,113 -7%
BTIS
53
BB&T Investment Services
North Carolina
$4.93M +$4.92M +99,731 New
FHB
54
First Hawaiian Bank
Hawaii
$4.87M +$333K +6,751 +7%
MIS
55
Morningstar Investment Services
Illinois
$4.62M +$204K +4,136 +5%
GC
56
Garde Capital
Washington
$4.45M +$3.47M +70,421 +359%
Jane Street
57
Jane Street
New York
$4.42M +$4.41M +89,335 New
FAAS
58
First Allied Advisory Services
California
$4.37M -$1.17M -23,789 -21%
QCMNJ
59
Quantum Capital Management (New Jersey)
New Jersey
$4.32M +$4.31M +87,348 New
CA
60
Cetera Advisors
Colorado
$4.09M +$1.37M +27,733 +50%
PFM
61
Phillips Financial Management
Indiana
$4.04M -$6.26K -127 -0.2%
PAG
62
Private Advisor Group
New Jersey
$4.01M +$381K +7,719 +11%
DT
63
Diversified Trust
Tennessee
$3.99M +$3.44M +69,771 +642%
DRS
64
Deane Retirement Strategies
Louisiana
$3.84M +$190K +3,855 +5%
OFW
65
Omnia Family Wealth
Florida
$3.81M
HA
66
Hays Advisory
Tennessee
$3.46M +$108K +2,186 +3%
MWP
67
Moller Wealth Partners
$3.46M +$577K +11,705 +20%
GIA
68
Granite Investment Advisors
New Hampshire
$3.43M +$361K +7,328 +12%
EAMA
69
EFG Asset Management (Americas)
Florida
$3.38M +$3.36M +68,215 New
UCFA
70
United Capital Financial Advisors
Texas
$3.37M +$41.3K +838 +1%
FMII
71
Farmers & Merchants Investments Inc
Nebraska
$3.16M +$248K +5,036 +9%
CWM
72
Cabot Wealth Management
Massachusetts
$3.05M +$1.71M +34,628 +128%
PMG
73
ProVise Management Group
Florida
$3.03M +$98.6K +2,000 +3%
Ameriprise
74
Ameriprise
Minnesota
$3.02M -$784K -15,889 -21%
CASB
75
Cape Ann Savings Bank
Massachusetts
$3M +$408K +8,271 +16%

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.