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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
NCM
101
Northwest Capital Management
Oregon
$3.4M -$2.32M -47,534 -41%
CSM
102
CAMG Solamere Management
North Carolina
$3.36M +$615K +12,573 +22%
CCM
103
Colorado Capital Management
Colorado
$3.32M +$158K +3,233 +5%
DADC
104
D.A. Davidson & Co
Montana
$3.11M +$535K +10,950 +21%
PPA
105
Parametric Portfolio Associates
Washington
$3.11M +$247K +5,049 +9%
OFW
106
Omnia Family Wealth
Florida
$3.1M +$18.5K +379 +0.6%
CA
107
Cetera Advisors
Colorado
$3.09M -$993K -20,319 -24%
CASB
108
Cape Ann Savings Bank
Massachusetts
$3.09M +$3.09M +63,259 New
HA
109
Hays Advisory
Tennessee
$3.08M -$240K -4,903 -7%
NG
110
Northstar Group
New York
$2.89M +$978K +19,997 +52%
MWM
111
Modera Wealth Management
New Jersey
$2.71M +$363K +7,428 +15%
DG
112
Delek Group
Israel
$2.7M +$1.89M +38,720 +234%
CHA
113
Cedar Hill Associates
Illinois
$2.68M -$673K -13,756 -20%
AA
114
ALPS Advisors
Colorado
$2.57M +$691K +14,126 +37%
SP
115
Symmetry Partners
Connecticut
$2.46M -$468K -9,571 -16%
UA
116
Unison Advisors
District of Columbia
$2.46M +$13.9K +284 +0.6%
SBL
117
Sargent Bickham Lagudis
Colorado
$2.43M +$2.59K +53 +0.1%
UCFA
118
United Capital Financial Advisors
Texas
$2.42M +$241K +4,926 +11%
FCC
119
Florin Court Capital
United Kingdom
$2.36M +$2.36M +48,248 New
JIR
120
James Investment Research
Ohio
$2.27M +$83.1K +1,700 +4%
BRF
121
B. Riley Financial
California
$2.2M -$5.04K -103 -0.2%
PA
122
Pinnacle Associates
New York
$2.18M +$350K +7,153 +19%
SCA
123
STALEY CAPITAL ADVISERS
Pennsylvania
$2.16M +$137K +2,800 +7%
APA
124
American Portfolios Advisors
New York
$2.08M +$131K +2,685 +7%
WA
125
Wealth Architects
California
$2.07M +$9.88K +202 +0.5%

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.