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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
DSC
176
Duncker Streett & Co
Missouri
$75K
BFEC
177
Benjamin F. Edwards & Company
Missouri
$61K +$60.3K +1,223 New
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$52K +$51.9K +1,053 New
NFG
179
Next Financial Group
Texas
$40K -$53.8K -1,091 -58%
PG
180
Patten Group
Tennessee
$40K -$7.4K -150 -16%
WAM
181
Watermark Asset Management
California
$39K +$38.8K +786 New
FIB
182
First Interstate Bank
Montana
$37K
BWA
183
Burt Wealth Advisors
Maryland
$28K
RFWA
184
RPg Family Wealth Advisory
Massachusetts
$27.8K -$312K -6,319 -92%
DOA
185
D'Orazio & Associates
Virginia
$25K
AIM
186
Anchor Investment Management
South Carolina
$24.7K +$9.86K +200 +67%
AIM
187
Advantage Investment Management
Iowa
$24K +$493 +10 +2%
OC
188
Oakworth Capital
Alabama
$24K +$23.6K +478 New
NCM
189
New Capital Management
Texas
$17K
TRCT
190
Tower Research Capital (TRC)
New York
$15K +$14.6K +296 New
TC
191
Trust Company
Kansas
$12K -$29.6K -600 -71%
PA
192
Parallel Advisors
California
$10K
PMFA
193
Plante Moran Financial Advisors
Michigan
$7K +$7.45K +151 New
GI
194
Gradient Investments
Minnesota
$5K +$4.93K +100 New
Northern Trust
195
Northern Trust
Illinois
$5K +$536K +10,866 New
CG
196
Cutler Group
California
$3K
GRP
197
Global Retirement Partners
California
$2K
PWM
198
Perigon Wealth Management
California
$2K
MAS
199
Madden Advisory Services
Florida
$2K +$2.66K +54 New
NDSI
200
Newman Dignan & Sheerar Inc
Rhode Island
$623

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.