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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
AC
101
Abbrea Capital
California
$1.29M +$1.07M +21,600 +486%
NIM
102
Northeast Investment Management
Massachusetts
$1.26M -$10K -203 -0.8%
Creative Planning
103
Creative Planning
Kansas
$1.25M +$270K +5,463 +28%
CWM
104
Cranbrook Wealth Management
Michigan
$1.19M -$741 -15 -0.1%
LNC
105
Lincoln National Corp
Pennsylvania
$1.17M +$374K +7,572 +47%
HDIM
106
Hanson & Doremus Investment Management
Vermont
$1.16M -$407K -8,228 -26%
BFIM
107
Beese Fulmer Investment Management
Ohio
$1.14M +$20.5K +415 +2%
FPS
108
Fieldpoint Private Securities
Connecticut
$1.13M +$251K +5,077 +29%
MML Investors Services
109
MML Investors Services
Massachusetts
$1.1M +$86.3K +1,747 +9%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$1.07M -$26.5K -536 -2%
BSW
111
Buckingham Strategic Wealth
Missouri
$1.05M
RIA
112
Regal Investment Advisors
Michigan
$1.04M +$58K +1,173 +6%
WCA
113
Westover Capital Advisors
Delaware
$992K +$21.8K +441 +2%
FIM
114
Freedom Investment Management
Connecticut
$990K +$59.6K +1,207 +6%
GWM
115
Geneos Wealth Management
Colorado
$982K -$14.1K -285 -1%
LFAS
116
Level Four Advisory Services
Texas
$869K +$42.7K +864 +5%
CO
117
Caldwell & Orkin
Georgia
$836K -$840K -17,000 -50%
VWA
118
V Wealth Advisors
Kansas
$826K -$2.96K -60 -0.4%
REMPR
119
Roof Eidam Maycock Peralta (REMP)
California
$819K -$1.9M -38,435 -70%
TW
120
Transform Wealth
Colorado
$808K +$807K +16,339 New
FCIM
121
Fairview Capital Investment Management
California
$793K +$179K +3,625 +29%
AWM
122
Avior Wealth Management
Nebraska
$769K +$769K +15,561 New
SWP
123
Stratos Wealth Partners
Ohio
$768K -$225K -4,545 -23%
WCWM
124
Willow Creek Wealth Management
California
$766K -$3.66K -74 -0.5%
PA
125
Planning Alternatives
Michigan
$739K -$13.2K -267 -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.