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Vanguard Short-Term Inflation-Protected Securities Index Fund

286 hedge funds and large institutions have $2.65B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 66

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

32% more funds holding in top 10

Funds holding in top 10: 2229 (+7)

7% more capital invested

Capital invested by funds: $2.47B → $2.65B (+$182M)

4% more funds holding

Funds holding: 276286 (+10)

0.44% more ownership

Funds ownership: 51.73%52.18% (+0.44%)

Holders
286
Holders Change
+10
Holders Change %
+3.62%
% of All Funds
6.55%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.66%
New
34
Increased
145
Reduced
66
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$6.09M -$5.24M -107,215 -46%
CM
77
Columbus Macro
Pennsylvania
$6.09M -$59.6K -1,218 -1%
M
78
MOTCO
Texas
$6.02M -$262K -5,354 -4%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$5.63M -$296K -6,047 -5%
LNB
80
Ledyard National Bank
$5.58M +$115K +2,346 +2%
GIA
81
Granite Investment Advisors
New Hampshire
$5.41M +$445K +9,103 +9%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$5.33M +$1.53M +31,285 +40%
LCC
83
Lincoln Capital Corp
Rhode Island
$5.1M +$5.1M +104,341 New
AL
84
Aspiriant LLC
California
$4.84M
TFA
85
Transamerica Financial Advisors
Florida
$4.47M +$39K +798 +0.9%
EAMA
86
EFG Asset Management (Americas)
Florida
$4.3M +$1.06M +21,661 +34%
FMII
87
Farmers & Merchants Investments Inc
Nebraska
$4.29M +$178K +3,645 +4%
HI
88
Hudock Inc
Pennsylvania
$4.23M +$2.4M +49,083 +131%
LG
89
Leuthold Group
Minnesota
$4.15M -$160K -3,274 -4%
PFM
90
Phillips Financial Management
Indiana
$4.11M -$37.7K -771 -0.9%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$3.98M +$479K +9,804 +14%
Renaissance Technologies
92
Renaissance Technologies
New York
$3.98M +$3.66M +74,800 +1,139%
FANJ
93
Financial Architects (New Jersey)
New Jersey
$3.82M -$79.2K -1,620 -2%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$3.78M +$2M +40,809 +111%
MWP
95
Moller Wealth Partners
$3.7M +$42.5K +869 +1%
CWM
96
Cedar Wealth Management
California
$3.61M +$694K +14,189 +24%
GWM
97
Geneos Wealth Management
Colorado
$3.58M +$3.54M +72,362 New
JHP
98
James Hambro & Partners
United Kingdom
$3.54M +$1.3M +26,495 +58%
HS
99
Horan Securities
United States
$3.52M +$423K +8,660 +14%
CT
100
Coastline Trust
Rhode Island
$3.42M +$391K +8,005 +13%

VTIP Hedge Fund Activity: Q2 2018 in Review

286 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q2 2018, worth a combined $2.65B — up 7.4% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VTIP positions and 22 closed out — a net gain of 12 holders — while 145 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $23.7M. The largest seller was Goldman Sachs, cutting an estimated $22.3M.

  • 286 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2018, up from 276 in Q1 2018.
  • Funds reported $2.65B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2018, up 7.4% quarter-over-quarter.
  • 34 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2018 and 22 closed out, a net change of +12 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2018 was Bank of America, an estimated $23.7M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2018 was Goldman Sachs, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2018.