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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
MIA
151
MainStreet Investment Advisors
Illinois
$466K +$472K +9,538 New
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$456K +$12.6K +254 +3%
CPIG
153
Chicago Partners Investment Group
Illinois
$453K +$13.3K +269 +3%
EAM
154
Evanson Asset Management
California
$443K
Baird Financial Group
155
Baird Financial Group
Wisconsin
$434K -$632K -12,770 -59%
VF
156
Virtu Financial
New York
$432K -$222K -4,483 -34%
MIH
157
Madison Investment Holdings
Wisconsin
$419K -$7.43M -150,224 -95%
NCM
158
Narwhal Capital Management
Georgia
$412K
NDSI
159
Newman Dignan & Sheerar Inc
Rhode Island
$410K
PWMAG
160
Pinnacle Wealth Management Advisory Group
New Jersey
$402K +$17.5K +353 +4%
WPA
161
West Paces Advisors
Georgia
$397K
WIC
162
Whitegate Investment Counselors
New Hampshire
$394K
PHIMC
163
Private Harbour Investment Management & Counsel
Ohio
$388K +$393K +7,938 New
SPC
164
Sigma Planning Corp
Michigan
$383K -$9K -182 -2%
BF
165
BOK Financial
Oklahoma
$382K
TL
166
TrueWealth LLC
Georgia
$381K +$386K +7,797 New
CISOA
167
Capital Investment Services of America
Wisconsin
$366K
MLFP
168
MPS Loria Financial Planners
Illinois
$345K -$12.1K -245 -3%
HCM
169
Horan Capital Management
Maryland
$343K -$318K -6,424 -48%
CWA
170
Clarus Wealth Advisors
Arizona
$309K +$313K +6,330 New
FHA
171
First Horizon Advisors
Tennessee
$308K -$346 -7 -0.1%
AW
172
ACG Wealth
Georgia
$308K +$312K +6,310 New
WS
173
Wedbush Securities
California
$304K +$13K +263 +4%
AWM
174
AE Wealth Management
Kansas
$303K +$307K +6,215 New
KFGK
175
Keystone Financial Group (Kentucky)
Kentucky
$301K +$201K +4,060 New

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.