VTIP icon

Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Overview Fund Activity

150 hedge funds and large institutions have $1.2B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 71 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
-4
Holders Change %
-2.6%
% of All Funds
4.01%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
12
Increased
71
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$224M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$111M
3
Morgan Stanley
Morgan Stanley
New York
$55.1M
4
FT
Fiduciary Trust
Massachusetts
$67.7M
5
AssetMark Inc
AssetMark Inc
California
$23.5M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$3.03M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.93M
3
FTUS
Flow Traders U.S.
New York
$2.5M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFIM
101
Beese Fulmer Investment Management
Ohio
$548K +$548K +11,036 New
EAM
102
Evanson Asset Management
California
$546K – – –
AG
103
Advisor Group
Arizona
$522K +$65.6K +1,321 +14%
NDSI
104
Newman Dignan & Sheerar Inc
Rhode Island
$521K +$200K +4,033 +62%
Creative Planning
105
Creative Planning
Kansas
$518K +$510K +10,274 +6,381%
PA
106
Pinnacle Associates
New York
$491K +$165K +3,325 +51%
AL
107
Aspiriant LLC
California
$476K – – –
RJFSA
108
Raymond James Financial Services Advisors
Florida
$413K +$413K +8,327 New
WIC
109
Whitegate Investment Counselors
New Hampshire
$398K – – –
PAG
110
Private Advisor Group
New Jersey
$397K -$4.95K -100 -1%
ST
111
Smithfield Trust
Pennsylvania
$385K – – –
FHA
112
First Horizon Advisors
Tennessee
$379K -$16.2K -326 -4%
MFS
113
MSI Financial Services
Massachusetts
$376K +$9.56K +193 +3%
CISOA
114
Capital Investment Services of America
Wisconsin
$372K – – –
RPG
115
Risk Paradigm Group
Texas
$363K +$22.3K +450 +7%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$346K +$26.2K +530 +8%
AWM
117
Avior Wealth Management
Nebraska
$337K -$6.36K -128 -2%
William Blair & Company
118
William Blair & Company
Illinois
$327K +$327K +6,585 New
RFWA
119
RPg Family Wealth Advisory
Massachusetts
$318K -$119K -2,402 -27%
ASN
120
Advisory Services Network
Georgia
$281K -$4.92K -99 -2%
CFA
121
Cahill Financial Advisors
Minnesota
$279K +$65.9K +1,326 +31%
FCIM
122
Fairview Capital Investment Management
California
$271K -$72K -1,450 -21%
ZF
123
Zhang Financial
Michigan
$264K – – –
SB
124
Simmons Bank
Arkansas
$255K +$255K +5,140 New
CLOS
125
Compagnie Lombard Odier SCmA
Switzerland
$253K -$3.54M -71,300 -93%
3 4
5
6 7