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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
FFEC
151
First Financial Equity Corporation
Arizona
$350K +$348K +7,066 New
FCIM
152
Fairview Capital Investment Management
California
$334K +$88.8K +1,800 +36%
FHA
153
First Horizon Advisors
Tennessee
$314K -$62.9K -1,275 -17%
MC
154
Mathes Company
New York
$297K
PHS
155
Pekin Hardy Strauss
Illinois
$287K +$286K +5,809 New
TFCP
156
Twin Focus Capital Partners
Massachusetts
$262K
ZF
157
Zhang Financial
Michigan
$259K
WA
158
WFG Advisors
Texas
$253K +$212K +4,305 +531%
CLOS
159
Compagnie Lombard Odier SCmA
Switzerland
$252K
S
160
SignatureFD
Georgia
$249K +$248K +5,038 New
PWMAG
161
Pinnacle Wealth Management Advisory Group
New Jersey
$242K +$241K +4,885 New
HFS
162
HL Financial Services
Kentucky
$241K -$161K -3,256 -40%
PB
163
Pinnacle Bancorp
Nebraska
$233K +$233K +4,720 New
NEPWA
164
New England Private Wealth Advisors
Massachusetts
$223K +$223K +4,512 New
CL
165
Choreo LLC
Illinois
$221K +$220K +4,463 New
WA
166
WBH Advisory
Maryland
$207K +$207K +4,189 New
Vanguard Group
167
Vanguard Group
Pennsylvania
$205K +$204K +4,141 New
WS
168
Wedbush Securities
California
$202K +$201K +4,080 New
RW
169
REDW Wealth
New Mexico
$200K +$199K +4,044 New
MWP
170
MYCIO Wealth Partners
Pennsylvania
$200K +$200K +4,050 New
QFA
171
Quattro Financial Advisors
Texas
$162K +$162K +3,283 New
GEA
172
Glen Eagle Advisors
New Jersey
$150K
BBHC
173
Brown Brothers Harriman & Co
New York
$146K
WAM
174
Wealthspire Advisors (Maryland)
Maryland
$109K
CFA
175
Carroll Financial Associates
North Carolina
$83K

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.