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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
CFD
101
Creative Financial Designs
Indiana
$1.27M -$198K -4,024 -14%
PA
102
Pinnacle Associates
New York
$1.26M +$256K +5,195 +25%
FA
103
FDx Advisors
Illinois
$1.25M +$1.01M +20,511 +423%
IA
104
IndexIQ Advisors
New York
$1.21M +$1.21M +24,506 New
SWP
105
Stratos Wealth Partners
Ohio
$1.2M -$247K -5,002 -17%
CWM
106
Cranbrook Wealth Management
Michigan
$1.18M +$64.6K +1,310 +6%
NIM
107
Northeast Investment Management
Massachusetts
$1.18M +$185K +3,750 +19%
NCM
108
Narwhal Capital Management
Georgia
$1.16M +$39.5K +800 +4%
BFIM
109
Beese Fulmer Investment Management
Ohio
$1.12M +$50.3K +1,020 +5%
MNA
110
Manning & Napier Advisors
New York
$1.08M
BSW
111
Buckingham Strategic Wealth
Missouri
$1.05M -$468K -9,499 -31%
Wolverine Trading
112
Wolverine Trading
Illinois
$1.04M +$1.04M +21,098 New
FIM
113
Freedom Investment Management
Connecticut
$1.01M -$420K -8,516 -29%
Creative Planning
114
Creative Planning
Kansas
$1M +$404K +8,192 +68%
WCA
115
Westover Capital Advisors
Delaware
$994K +$160K +3,243 +19%
SGCA
116
Steel Grove Capital Advisors
Tennessee
$993K +$379K +7,681 +62%
GWM
117
Geneos Wealth Management
Colorado
$975K -$148K -3,005 -13%
VKH
118
Virtu KCG Holdings
New York
$958K -$434K -8,802 -31%
MML Investors Services
119
MML Investors Services
Massachusetts
$942K +$939K +19,041 New
AG
120
Advisor Group
Arizona
$898K +$24K +487 +3%
GAM
121
Gould Asset Management
California
$856K +$21.2K +430 +3%
RIA
122
Regal Investment Advisors
Michigan
$848K -$167K -3,395 -17%
FPS
123
Fieldpoint Private Securities
Connecticut
$845K +$843K +17,090 New
LFAS
124
Level Four Advisory Services
Texas
$828K +$824K +16,706 New
HCM
125
Horan Capital Management
Maryland
$801K -$78.9K -1,599 -9%

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.