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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
SFPM
51
Sensible Financial Planning & Management
Massachusetts
$6.97M -$663K -13,415 -9%
MWP
52
Moller Wealth Partners
$6.9M +$3.48M +70,447 +101%
QCMNJ
53
Quantum Capital Management (New Jersey)
New Jersey
$6.84M +$38.2K +773 +0.6%
M
54
MOTCO
Texas
$6.65M -$37K -748 -0.6%
FHB
55
First Hawaiian Bank
Hawaii
$6.56M +$1.11M +22,441 +20%
KBFS
56
Kohmann Bosshard Financial Services
Ohio
$6.28M +$6.28M +127,071 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$6.18M +$200K +4,045 +3%
CWM
58
Cabot Wealth Management
Massachusetts
$6.14M +$1.79M +36,195 +41%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$5.95M -$114K -2,303 -2%
RJA
60
Raymond James & Associates
Florida
$5.15M +$760K +15,391 +17%
TFA
61
Transamerica Financial Advisors
Florida
$4.89M -$124K -2,506 -2%
PAG
62
Private Advisor Group
New Jersey
$4.56M +$322K +6,523 +8%
CA
63
Cetera Advisors
Colorado
$4.23M -$76.3K -1,544 -2%
FAAS
64
First Allied Advisory Services
California
$4.1M -$53.9K -1,090 -1%
PFM
65
Phillips Financial Management
Indiana
$3.98M -$8.25K -167 -0.2%
FMII
66
Farmers & Merchants Investments Inc
Nebraska
$3.83M +$310K +6,269 +9%
EAMA
67
EFG Asset Management (Americas)
Florida
$3.73M +$9.59K +194 +0.3%
HA
68
Hays Advisory
Tennessee
$3.68M +$225K +4,561 +7%
CHA
69
Cedar Hill Associates
Illinois
$3.64M +$3.64M +73,597 New
GIA
70
Granite Investment Advisors
New Hampshire
$3.55M +$99K +2,004 +3%
HP
71
HT Partners
Connecticut
$3.38M +$2.92K +59 +0.1%
FANJ
72
Financial Architects (New Jersey)
New Jersey
$3.34M -$158K -3,192 -5%
PMG
73
ProVise Management Group
Florida
$3.08M -$22.2K -450 -0.7%
OFW
74
Omnia Family Wealth
Florida
$3.07M
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$3.03M +$323K +6,535 +12%

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.