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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
BFEC
176
Benjamin F. Edwards & Company
Missouri
$60K
IWM
177
IHT Wealth Management
Illinois
$51K
WAM
178
Watermark Asset Management
California
$39K
BBHC
179
Brown Brothers Harriman & Co
New York
$37K -$109K -2,200 -75%
LWA
180
Lenox Wealth Advisors
New York
$31K +$30.9K +625 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$30K +$30.1K +609 New
BWA
182
Burt Wealth Advisors
Maryland
$28K
KTC
183
Kistler-Tiffany Companies
Pennsylvania
$28K
DOA
184
D'Orazio & Associates
Virginia
$25K -$26.4K -534 -51%
DSC
185
Duncker Streett & Co
Missouri
$25K -$25K -505 -50%
PG
186
Patten Group
Tennessee
$25K
AIM
187
Anchor Investment Management
South Carolina
$24.7K
Thrivent Financial for Lutherans
188
Thrivent Financial for Lutherans
Minnesota
$23K +$22.9K +464 New
AIM
189
Advantage Investment Management
Iowa
$20K -$593 -12 -3%
AFNAS
190
American Financial Network Advisory Services
California
$18K +$18.1K +366 New
NCM
191
New Capital Management
Texas
$17K
NFG
192
Next Financial Group
Texas
$15K -$62.2K -1,258 -81%
TC
193
Trust Company
Kansas
$12K
WAP
194
Wealthcare Advisory Partners
Pennsylvania
$11K +$10.9K +221 New
PA
195
Parallel Advisors
California
$10K
SPIA
196
Steward Partners Investment Advisory
New York
$9K
MIFH
197
Migdal Insurance & Financial Holdings
Israel
$9K +$9.14K +185 New
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$1.63K +33 +30%
Northern Trust
199
Northern Trust
Illinois
$6K +$645K +13,057 New
TRCT
200
Tower Research Capital (TRC)
New York
$5K -$49 -1 -1%

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.