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Vanguard Short-Term Inflation-Protected Securities Index Fund

199 hedge funds and large institutions have $1.84B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 65

10% more capital invested

Capital invested by funds: $1.67B → $1.84B (+$166M)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

1% less funds holding

Funds holding: 200199 (-1)

5.81% less ownership

Funds ownership: 57.07%51.26% (-5.8%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

Holders
199
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.4%
New
24
Increased
76
Reduced
65
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
126
Scotia Capital
Ontario, Canada
$684K -$12.3K -249 -2%
Wolverine Trading
127
Wolverine Trading
Illinois
$673K -$367K -7,432 -35%
HWM
128
Highwater Wealth Management
Colorado
$625K -$42.8K -866 -6%
GWA
129
Guidant Wealth Advisors
Illinois
$623K -$25.6K -518 -4%
ASN
130
Advisory Services Network
Georgia
$622K +$243K +4,911 +64%
KFA
131
Kelleher Financial Advisors
New York
$622K +$624K +12,642 New
IA
132
IFP Advisors
Florida
$621K -$125K -2,539 -17%
NDSI
133
Newman Dignan & Sheerar Inc
Rhode Island
$620K
FCIM
134
Fairview Capital Investment Management
California
$611K +$280K +5,662 +84%
AG
135
Advisor Group
Arizona
$597K -$298K -6,030 -33%
SG Americas Securities
136
SG Americas Securities
New York
$537K
ISL
137
Ingalls & Snyder LLC
New York
$515K -$49.4K -1,000 -9%
William Blair & Company
138
William Blair & Company
Illinois
$498K -$35.1K -710 -7%
EAM
139
Evanson Asset Management
California
$447K
PBO
140
Peoples Bank (Ohio)
Ohio
$409K -$1.02M -20,671 -71%
WPA
141
West Paces Advisors
Georgia
$401K -$252K -5,100 -39%
WIC
142
Whitegate Investment Counselors
New Hampshire
$397K
PWMAG
143
Pinnacle Wealth Management Advisory Group
New Jersey
$373K +$133K +2,700 +55%
CISOA
144
Capital Investment Services of America
Wisconsin
$369K
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$361K -$18.5K -374 -5%
MLFP
146
MPS Loria Financial Planners
Illinois
$359K +$359K +7,272 New
CFA
147
Cahill Financial Advisors
Minnesota
$349K -$7.31K -148 -2%
WA
148
WFG Advisors
Texas
$332K +$80.3K +1,625 +32%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$331K -$1.46M -29,485 -81%
FHA
150
First Horizon Advisors
Tennessee
$322K +$7.56K +153 +2%

VTIP Hedge Fund Activity: Q2 2017 in Review

199 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 Q2 2017, worth a combined $1.84B — up 9.9% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VTIP positions and 22 closed out — a net gain of 2 holders — while 76 added to existing stakes and 65 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $39.6M. The largest seller was Fiduciary Trust, cutting an estimated $9.49M.

  • 199 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q2 2017, down from 200 in Q1 2017.
  • Funds reported $1.84B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q2 2017, up 9.9% quarter-over-quarter.
  • 24 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q2 2017 and 22 closed out, a net change of +2 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q2 2017 was JP Morgan Chase, an estimated $39.6M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q2 2017 was Fiduciary Trust, an estimated $9.49M sold.

Based on aggregated 13F filings for Q2 2017.