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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
WTB
126
Washington Trust Bank
Washington
$725K
HWM
127
Highwater Wealth Management
Colorado
$702K +$73.7K +1,492 +12%
AG
128
Advisor Group
Arizona
$696K +$97.9K +1,982 +16%
ASN
129
Advisory Services Network
Georgia
$687K +$62.5K +1,265 +10%
William Blair & Company
130
William Blair & Company
Illinois
$666K +$166K +3,353 +33%
HCM
131
Horan Capital Management
Maryland
$665K -$40.5K -820 -6%
VF
132
Virtu Financial
New York
$659K +$659K +13,329 New
SC
133
Scotia Capital
Ontario, Canada
$606K -$80.8K -1,635 -12%
GWA
134
Guidant Wealth Advisors
Illinois
$600K -$27.5K -557 -4%
SC
135
Stratford Consulting
Texas
$548K +$547K +11,081 New
ISL
136
Ingalls & Snyder LLC
New York
$517K
Vanguard Group
137
Vanguard Group
Pennsylvania
$469K -$235K -4,755 -33%
EAM
138
Evanson Asset Management
California
$449K
CPIG
139
Chicago Partners Investment Group
Illinois
$445K +$445K +9,002 New
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$443K +$84K +1,701 +23%
NCM
141
Narwhal Capital Management
Georgia
$417K -$741K -15,000 -64%
NDSI
142
Newman Dignan & Sheerar Inc
Rhode Island
$415K -$207K -4,194 -33%
WPA
143
West Paces Advisors
Georgia
$403K
WIC
144
Whitegate Investment Counselors
New Hampshire
$399K
SPC
145
Sigma Planning Corp
Michigan
$397K +$396K +8,021 New
PWMAG
146
Pinnacle Wealth Management Advisory Group
New Jersey
$389K +$14.3K +290 +4%
BF
147
BOK Financial
Oklahoma
$387K +$387K +7,835 New
CISOA
148
Capital Investment Services of America
Wisconsin
$371K
PHS
149
Pekin Hardy Strauss
Illinois
$364K +$63.2K +1,280 +21%
MLFP
150
MPS Loria Financial Planners
Illinois
$361K +$1.48K +30 +0.4%

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.