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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
DADC
76
D.A. Davidson & Co
Montana
$2.99M +$175K +3,543 +6%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$2.81M +$89.4K +1,812 +3%
BRF
78
B. Riley Financial
California
$2.73M +$71K +1,439 +3%
JIR
79
James Investment Research
Ohio
$2.68M +$2.38M +48,215 +810%
FANJ
80
Financial Architects (New Jersey)
New Jersey
$2.44M +$1.65M +33,506 +212%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$2.27M +$348K +7,066 +18%
SBL
82
Sargent Bickham Lagudis
Colorado
$2.23M +$326K +6,601 +17%
CIM
83
Cetera Investment Management
California
$2.22M -$1.39M -28,173 -39%
CT
84
Coastline Trust
Rhode Island
$2.1M -$16K -325 -0.8%
CTA
85
Chesley Taft & Associates
Illinois
$1.98M -$108K -2,200 -5%
PA
86
Planning Alternatives
Michigan
$1.97M -$10.4K -211 -0.5%
WA
87
Wealth Architects
California
$1.95M +$83.4K +1,691 +4%
HS
88
Horan Securities
United States
$1.93M +$1.92M +38,975 New
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.84M +$1.83M +37,194 New
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$1.79M +$1.06M +21,447 +145%
IFS
91
Ifrah Financial Services
Arkansas
$1.74M +$14.9K +302 +0.9%
Axa
92
Axa
France
$1.73M +$699K +14,176 +68%
SP
93
Symmetry Partners
Connecticut
$1.69M +$287K +5,828 +21%
CO
94
Caldwell & Orkin
Georgia
$1.68M +$1.67M +33,900 New
WB
95
Webster Bank
Connecticut
$1.62M +$1.62M +32,766 New
HDIM
96
Hanson & Doremus Investment Management
Vermont
$1.46M +$154K +3,117 +12%
TW
97
Transform Wealth
Colorado
$1.44M -$285K -5,786 -17%
PBO
98
Peoples Bank (Ohio)
Ohio
$1.43M -$7.55K -153 -0.5%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$1.39M +$589K +11,942 +74%
CWM
100
Cedar Wealth Management
California
$1.32M +$1.04M +21,130 +382%

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.