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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
GFPC
151
Global Financial Private Capital
Florida
$331K +$331K +6,698 New
IA
152
IFP Advisors
Florida
$324K -$300K -6,071 -48%
FHA
153
First Horizon Advisors
Tennessee
$313K -$8.7K -176 -3%
DWM
154
Doyle Wealth Management
Florida
$309K +$309K +6,258 New
MC
155
Mathes Company
New York
$297K
WS
156
Wedbush Securities
California
$295K +$59.3K +1,200 +25%
RVPG
157
Relative Value Partners Group
$292K
S
158
SignatureFD
Georgia
$266K +$265K +5,373 New
ZF
159
Zhang Financial
Michigan
$263K
TFCP
160
Twin Focus Capital Partners
Massachusetts
$262K
CCG
161
Chatham Capital Group
Georgia
$252K
CLOS
162
Compagnie Lombard Odier SCmA
Switzerland
$252K
CFA
163
Cahill Financial Advisors
Minnesota
$251K -$99.9K -2,022 -29%
MFBTD
164
MB Financial Bank - Trust Department
Illinois
$240K
CL
165
Choreo LLC
Illinois
$228K +$7.41K +150 +3%
SWM
166
Segment Wealth Management
Texas
$226K
NEPWA
167
New England Private Wealth Advisors
Massachusetts
$223K
SFS
168
Sowell Financial Services
Arkansas
$223K +$223K +4,511 New
WA
169
WBH Advisory
Maryland
$207K
MWP
170
MYCIO Wealth Partners
Pennsylvania
$200K +$200K +4,050 New
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$170K +$48.8K +987 +39%
GEA
172
Glen Eagle Advisors
New Jersey
$150K
WAM
173
Wealthspire Advisors (Maryland)
Maryland
$109K
SMG
174
Spectrum Management Group
Indiana
$92K +$91.8K +1,857 New
CFA
175
Carroll Financial Associates
North Carolina
$83K

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.