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Vanguard Short-Term Inflation-Protected Securities Index Fund

246 hedge funds and large institutions have $2.58B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 93 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

63% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 57

23% more capital invested

Capital invested by funds: $2.1B → $2.58B (+$482M)

19% more funds holding

Funds holding: 206246 (+40)

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

12.46% more ownership

Funds ownership: 54.12%66.59% (+12%)

Holders
246
Holders Change
+40
Holders Change %
+19.42%
% of All Funds
5.58%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.43%
New
63
Increased
93
Reduced
57
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Advisor Group
Arizona
$910K +$225K +4,547 +32%
VWA
127
V Wealth Advisors
Kansas
$902K +$86.4K +1,748 +10%
EIG
128
Ellenbecker Investment Group
Wisconsin
$880K +$891K +18,021 New
LFAS
129
Level Four Advisory Services
Texas
$870K +$12.8K +259 +1%
REMPR
130
Roof Eidam Maycock Peralta (REMP)
California
$809K
TW
131
Transform Wealth
Colorado
$789K -$8.95K -181 -1%
AWM
132
Avior Wealth Management
Nebraska
$777K +$17.8K +360 +2%
WCWM
133
Willow Creek Wealth Management
California
$772K +$16.7K +338 +2%
A
134
AdvicePeriod
California
$764K +$774K +15,642 New
FCIM
135
Fairview Capital Investment Management
California
$757K -$26K -525 -3%
WTB
136
Washington Trust Bank
Washington
$750K +$35.4K +715 +5%
ASN
137
Advisory Services Network
Georgia
$723K +$45.5K +920 +7%
ISL
138
Ingalls & Snyder LLC
New York
$655K +$147K +2,963 +28%
Vanguard Group
139
Vanguard Group
Pennsylvania
$600K +$139K +2,802 +30%
GWA
140
Guidant Wealth Advisors
Illinois
$591K -$742 -15 -0.1%
DWM
141
Doyle Wealth Management
Florida
$590K +$288K +5,832 +93%
SC
142
Scotia Capital
Ontario, Canada
$583K -$15.6K -315 -3%
HWM
143
Highwater Wealth Management
Colorado
$568K -$127K -2,566 -18%
DG
144
Delek Group
Israel
$557K +$565K +11,417 New
SC
145
Stratford Consulting
Texas
$548K +$7.07K +143 +1%
William Blair & Company
146
William Blair & Company
Illinois
$535K -$124K -2,515 -19%
TSS
147
Two Sigma Securities
New York
$526K +$533K +10,782 New
PA
148
Planning Alternatives
Michigan
$504K -$228K -4,612 -31%
RW
149
REDW Wealth
New Mexico
$493K +$500K +10,104 New
PHS
150
Pekin Hardy Strauss
Illinois
$472K +$114K +2,300 +31%

VTIP Hedge Fund Activity: Q4 2017 in Review

246 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q4 2017, worth a combined $2.58B — up 23% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VTIP positions and 22 closed out — a net gain of 41 holders — while 93 added to existing stakes and 57 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $317M. The largest seller was Bank of New York Mellon, cutting an estimated $29.6M.

  • 246 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q4 2017, up from 206 in Q3 2017.
  • Funds reported $2.58B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q4 2017, up 23% quarter-over-quarter.
  • 63 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q4 2017 and 22 closed out, a net change of +41 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q4 2017 was JP Morgan Chase, an estimated $317M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q4 2017 was Bank of New York Mellon, an estimated $29.6M sold.

Based on aggregated 13F filings for Q4 2017.