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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
ASN
126
Advisory Services Network
Georgia
$1.94M +$256K +5,230 +15%
WB
127
WesBanco Bank
West Virginia
$1.93M +$292K +5,974 +18%
Axa
128
Axa
France
$1.9M +$384K +7,864 +25%
FCIM
129
Fairview Capital Investment Management
California
$1.84M -$17.1K -350 -0.9%
IFS
130
Ifrah Financial Services
Arkansas
$1.8M +$13.1K +268 +0.7%
GAM
131
Gould Asset Management
California
$1.79M +$311K +6,365 +21%
CTA
132
Chesley Taft & Associates
Illinois
$1.72M
MML Investors Services
133
MML Investors Services
Massachusetts
$1.7M -$2.28M -46,577 -57%
CFD
134
Creative Financial Designs
Indiana
$1.66M +$152K +3,102 +10%
NIM
135
Northeast Investment Management
Massachusetts
$1.65M +$1.65M +33,790 New
AG
136
Advisor Group
Arizona
$1.59M +$256K +5,234 +19%
JIP
137
Jaffetilchin Investment Partners
Florida
$1.52M +$9.14K +187 +0.6%
VF
138
Virtu Financial
New York
$1.43M +$1.19M +24,366 +492%
FPS
139
Fieldpoint Private Securities
Connecticut
$1.37M -$464K -9,495 -25%
WPA
140
West Paces Advisors
Georgia
$1.36M
LNC
141
Lincoln National Corp
Pennsylvania
$1.32M +$392K +8,014 +42%
CWM
142
Cranbrook Wealth Management
Michigan
$1.32M +$782 +16 +0.1%
William Blair & Company
143
William Blair & Company
Illinois
$1.22M +$97.8K +2,000 +9%
CMBA
144
C.M. Bidwell & Associates
Hawaii
$1.21M +$207K +4,243 +21%
HDIM
145
Hanson & Doremus Investment Management
Vermont
$1.19M +$81.3K +1,663 +7%
AW
146
ACG Wealth
Georgia
$1.19M +$126K +2,584 +12%
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$1.19M -$1.47K -30 -0.1%
BFIM
148
Beese Fulmer Investment Management
Ohio
$1.13M
A
149
AdvicePeriod
California
$1.11M +$315K +6,440 +40%
FIM
150
Freedom Investment Management
Connecticut
$1.11M -$533K -10,910 -32%

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.