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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
LNC
126
Lincoln National Corp
Pennsylvania
$799K +$410K +8,314 +106%
JFGLC
127
Johnson Financial Group LLC (Colorado)
Colorado
$787K -$2.83M -57,371 -78%
WCWM
128
Willow Creek Wealth Management
California
$763K +$136K +2,765 +22%
IA
129
IFP Advisors
Florida
$750K +$55.9K +1,134 +8%
VWA
130
V Wealth Advisors
Kansas
$733K -$11.3K -230 -2%
SC
131
Stratford Consulting
Texas
$728K
WTB
132
Washington Trust Bank
Washington
$725K +$46.8K +948 +7%
SC
133
Scotia Capital
Ontario, Canada
$700K -$45.9K -930 -6%
HWM
134
Highwater Wealth Management
Colorado
$671K +$669K +13,570 New
WPA
135
West Paces Advisors
Georgia
$655K -$187K -3,800 -22%
GWA
136
Guidant Wealth Advisors
Illinois
$654K -$18.6K -377 -3%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$582K +$309K +6,267 +114%
ISL
138
Ingalls & Snyder LLC
New York
$567K +$565K +11,457 New
SG Americas Securities
139
SG Americas Securities
New York
$539K -$104K -2,100 -16%
William Blair & Company
140
William Blair & Company
Illinois
$535K +$212K +4,300 +66%
AWM
141
Avior Wealth Management
Nebraska
$533K +$187K +3,793 +54%
EAM
142
Evanson Asset Management
California
$449K -$98.6K -2,000 -18%
WB
143
WesBanco Bank
West Virginia
$427K +$426K +8,640 New
WIC
144
Whitegate Investment Counselors
New Hampshire
$399K
CPIG
145
Chicago Partners Investment Group
Illinois
$387K +$385K +7,814 New
ASN
146
Advisory Services Network
Georgia
$382K +$381K +7,723 New
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$379K +$14.4K +291 +4%
BPCE
148
Bank Pictet & Cie (Europe)
Germany
$376K +$375K +7,600 New
CISOA
149
Capital Investment Services of America
Wisconsin
$371K
CFA
150
Cahill Financial Advisors
Minnesota
$358K +$79.9K +1,620 +29%

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.