We are live on ! Find out more
VTIP icon

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
BCA
151
Bay Colony Advisors
Massachusetts
$1.09M +$1.09M +22,265 New
V
152
Veritable
Delaware
$1.07M +$1.07M +21,985 New
WTB
153
Washington Trust Bank
Washington
$1.02M
QFA
154
Quattro Financial Advisors
Texas
$984K +$984K +20,127 New
Creative Planning
155
Creative Planning
Kansas
$971K -$240K -4,904 -20%
BAM
156
Belpointe Asset Management
Nevada
$956K +$59.9K +1,225 +7%
Citadel Advisors
157
Citadel Advisors
Florida
$951K +$952K +19,477 New
EIG
158
Ellenbecker Investment Group
Wisconsin
$923K +$8.7K +178 +1%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$905K +$189K +3,874 +26%
SSB
160
Sandy Spring Bank
Maryland
$862K -$29.1K -596 -3%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$836K +$147K +2,997 +21%
WCWM
162
Willow Creek Wealth Management
California
$773K
VWA
163
V Wealth Advisors
Kansas
$759K -$66.4K -1,358 -8%
AWM
164
Avior Wealth Management
Nebraska
$731K -$3.81K -78 -0.5%
RIA
165
Regal Investment Advisors
Michigan
$702K -$612K -12,507 -47%
PWMAG
166
Pinnacle Wealth Management Advisory Group
New Jersey
$691K +$259K +5,291 +60%
VCM
167
Vigilant Capital Management
Maine
$672K -$68.1K -1,393 -9%
RW
168
REDW Wealth
New Mexico
$669K +$137K +2,800 +26%
LFAS
169
Level Four Advisory Services
Texas
$663K -$44.5K -910 -6%
BF
170
BOK Financial
Oklahoma
$659K +$251K +5,142 +62%
ISL
171
Ingalls & Snyder LLC
New York
$656K
MFBTD
172
MB Financial Bank - Trust Department
Illinois
$655K +$384K +7,847 +141%
PHS
173
Pekin Hardy Strauss
Illinois
$606K +$132K +2,690 +28%
SP
174
Successful Portfolios
Florida
$600K +$264K +5,401 +78%
HWM
175
Highwater Wealth Management
Colorado
$582K -$7.48K -153 -1%

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.