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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
NSIM
51
North Star Investment Management
Illinois
$7.61M +$139K +2,803 +2%
SFPM
52
Sensible Financial Planning & Management
Massachusetts
$7.43M +$557K +11,269 +8%
FHB
53
First Hawaiian Bank
Hawaii
$6.75M +$281K +5,680 +4%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$6.7M -$1.92M -38,758 -22%
FAAS
55
First Allied Advisory Services
California
$6.46M +$2.45M +49,488 +59%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$6.42M +$551K +11,133 +9%
QCMNJ
57
Quantum Capital Management (New Jersey)
New Jersey
$6.34M -$422K -8,538 -6%
M
58
MOTCO
Texas
$6.29M -$281K -5,691 -4%
ACA
59
Ackerman Capital Advisors
Texas
$6.19M +$6.19M +125,135 New
CM
60
Columbus Macro
Pennsylvania
$6.09M +$6.17M +124,771 New
KBFS
61
Kohmann Bosshard Financial Services
Ohio
$5.87M -$338K -6,826 -5%
MWM
62
Modera Wealth Management
New Jersey
$5.66M +$5.74M +116,019 New
RJA
63
Raymond James & Associates
Florida
$5.36M +$277K +5,592 +5%
NCM
64
Northwest Capital Management
Oregon
$5.25M +$5.31M +107,432 New
Bank of New York Mellon
65
Bank of New York Mellon
New York
$5.03M -$29.6M -598,162 -85%
HA
66
Hays Advisory
Tennessee
$4.94M +$1.32M +26,714 +36%
TFA
67
Transamerica Financial Advisors
Florida
$4.66M -$171K -3,451 -3%
W
68
Wealthfront
California
$4.59M -$6.1M -123,279 -57%
AC
69
Abbrea Capital
California
$4.36M +$3.13M +63,230 +243%
GIA
70
Granite Investment Advisors
New Hampshire
$4.34M +$848K +17,140 +24%
PFM
71
Phillips Financial Management
Indiana
$3.98M +$56.7K +1,146 +1%
CHA
72
Cedar Hill Associates
Illinois
$3.83M +$235K +4,752 +6%
FMII
73
Farmers & Merchants Investments Inc
Nebraska
$3.72M -$58.9K -1,192 -2%
FANJ
74
Financial Architects (New Jersey)
New Jersey
$3.69M +$405K +8,181 +12%
EAMA
75
EFG Asset Management (Americas)
Florida
$3.59M -$97.1K -1,964 -3%

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.