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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
CWM
76
Cedar Wealth Management
California
$2.86M +$1.23M +24,980 +76%
PPA
77
Parametric Portfolio Associates
Washington
$2.81M +$2.81M +56,832 New
HS
78
Horan Securities
United States
$2.8M +$633K +12,802 +29%
CT
79
Coastline Trust
Rhode Island
$2.72M +$627K +12,685 +30%
SP
80
Symmetry Partners
Connecticut
$2.65M +$192K +3,895 +8%
DADC
81
D.A. Davidson & Co
Montana
$2.63M -$355K -7,184 -12%
SBL
82
Sargent Bickham Lagudis
Colorado
$2.48M -$59.9K -1,212 -2%
Ameriprise
83
Ameriprise
Minnesota
$2.48M -$152K -3,083 -6%
IA
84
IndexIQ Advisors
New York
$2.45M -$33.1M -670,751 -93%
CCM
85
Colorado Capital Management
Colorado
$2.44M +$2.44M +49,414 New
BRF
86
B. Riley Financial
California
$2.32M -$297K -6,021 -11%
UCFA
87
United Capital Financial Advisors
Texas
$2.31M -$882K -17,848 -28%
CTA
88
Chesley Taft & Associates
Illinois
$1.99M
WA
89
Wealth Architects
California
$1.97M +$28.8K +583 +1%
JIR
90
James Investment Research
Ohio
$1.85M -$19.8K -400 -1%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.83M +$1.73K +35 +0.1%
IFS
92
Ifrah Financial Services
Arkansas
$1.73M -$3.8K -77 -0.2%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$1.67M +$787K +15,923 +89%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$1.6M +$198K +3,998 +14%
PA
95
Pinnacle Associates
New York
$1.55M +$103K +2,080 +7%
WB
96
WesBanco Bank
West Virginia
$1.46M +$68K +1,377 +5%
Axa
97
Axa
France
$1.38M +$24.7K +500 +2%
SGCA
98
Steel Grove Capital Advisors
Tennessee
$1.36M +$309K +6,248 +29%
GAM
99
Gould Asset Management
California
$1.35M +$357K +7,222 +36%
CFD
100
Creative Financial Designs
Indiana
$1.35M -$24.2K -490 -2%

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.