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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

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: 206 → 246 (+40)

19% more funds holding in top 10

Funds holding in top 10: 16 → 19 (+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
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$317M
2
Betterment LLC
Betterment LLC
New York
+$99.9M
3
FA
FDx Advisors
Illinois
+$14.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$12.8M
5
Goldman Sachs
Goldman Sachs
New York
+$11.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$29.6M
2
AL
Aspiriant LLC
California
-$8.48M
3
UBS Group
UBS Group
Switzerland
-$8.39M
4
MIH
Madison Investment Holdings
Wisconsin
-$7.43M
5
W
Wealthfront
California
-$6.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
176
Chatham Capital Group
Georgia
$298K +$49.5K +1,000 +20%
MC
177
Mathes Company
New York
$293K – – –
MA
178
MUFG Americas
New York
$293K +$297K +6,000 New
CFA
179
Cahill Financial Advisors
Minnesota
$276K +$29.3K +592 +12%
IA
180
IFP Advisors
Florida
$275K -$44.9K -907 -14%
SWP
181
Stratos Wealth Partners
Ohio
$271K -$493K -9,962 -64%
AWM
182
Aries Wealth Management
Maine
$268K +$272K +5,500 New
TFCP
183
Twin Focus Capital Partners
Massachusetts
$259K – – –
ZF
184
Zhang Financial
Michigan
$259K – – –
RC
185
RegentAtlantic Capital
New Jersey
$259K +$262K +5,304 New
1WA
186
180 Wealth Advisors
Washington
$258K +$262K +5,294 New
WA
187
WBH Advisory
Maryland
$253K +$49.5K +1,001 +24%
SP
188
Successful Portfolios
Florida
$242K +$245K +4,950 New
MFBTD
189
MB Financial Bank - Trust Department
Illinois
$237K – – –
BOS
190
Bank of Stockton
California
$234K +$237K +4,800 New
PWW
191
Pettyjohn Wood & White
Virginia
$225K +$228K +4,601 New
SWM
192
Segment Wealth Management
Texas
$223K – – –
NEPWA
193
New England Private Wealth Advisors
Massachusetts
$220K – – –
CL
194
Choreo LLC
Illinois
$218K -$7.42K -150 -3%
SS
195
Simplicity Solutions
Minnesota
$214K +$217K +4,392 New
CMBA
196
C.M. Bidwell & Associates
Hawaii
$203K +$206K +4,167 New
FAIM
197
Financial Advocates Investment Management
Washington
$195K +$197K +3,991 New
TWA
198
TCI Wealth Advisors
Arizona
$188K +$191K +3,856 New
1IA
199
1834 Investment Advisors
Wisconsin
$185K +$188K +3,799 New
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$171K – – –
6 7
8
9 10

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.