We are live on ! Find out more
VTIP icon

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
MWP
76
Moller Wealth Partners
$3.56M -$3.31M -66,970 -48%
PMG
77
ProVise Management Group
Florida
$3.06M +$19.8K +400 +0.6%
CASB
78
Cape Ann Savings Bank
Massachusetts
$3.03M +$3.07M +62,034 New
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$3.01M +$12.6K +255 +0.4%
HS
80
Horan Securities
United States
$2.97M +$216K +4,375 +8%
CWM
81
Cedar Wealth Management
California
$2.91M +$93.7K +1,895 +3%
CT
82
Coastline Trust
Rhode Island
$2.89M +$214K +4,335 +8%
PPA
83
Parametric Portfolio Associates
Washington
$2.85M +$81.8K +1,654 +3%
LG
84
Leuthold Group
Minnesota
$2.76M +$2.8M +56,537 New
SP
85
Symmetry Partners
Connecticut
$2.7M +$85.6K +1,731 +3%
CCM
86
Colorado Capital Management
Colorado
$2.69M +$277K +5,604 +11%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$2.63M +$984K +19,906 +59%
DADC
88
D.A. Davidson & Co
Montana
$2.6M +$3.86K +78 +0.1%
JIR
89
James Investment Research
Ohio
$2.52M +$700K +14,150 +38%
LNC
90
Lincoln National Corp
Pennsylvania
$2.44M +$1.3M +26,196 +111%
SBL
91
Sargent Bickham Lagudis
Colorado
$2.42M -$35.7K -722 -1%
UCFA
92
United Capital Financial Advisors
Texas
$2.31M +$38.6K +781 +2%
JHP
93
James Hambro & Partners
United Kingdom
$2.29M +$2.32M +46,890 New
Ameriprise
94
Ameriprise
Minnesota
$2.24M -$211K -4,257 -8%
BRF
95
B. Riley Financial
California
$2.2M -$91.2K -1,845 -4%
UA
96
Unison Advisors
District of Columbia
$2.08M +$2.11M +42,624 New
WA
97
Wealth Architects
California
$1.91M -$41.4K -838 -2%
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.86M +$48.5K +981 +3%
AA
99
ALPS Advisors
Colorado
$1.84M +$1.87M +37,758 New
CTA
100
Chesley Taft & Associates
Illinois
$1.78M -$183K -3,700 -9%

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.