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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
PAS
176
Partnervest Advisory Services
California
$582K +$583K +11,921 New
SC
177
Stratford Consulting
Texas
$576K +$28.2K +577 +5%
GWA
178
Guidant Wealth Advisors
Illinois
$555K -$32.6K -667 -6%
LFG
179
Larson Financial Group
Missouri
$546K -$247K -5,042 -31%
SIA
180
Starfire Investment Advisers
Michigan
$537K +$538K +11,007 New
SC
181
Scotia Capital
Ontario, Canada
$535K
LWA
182
Lenox Wealth Advisors
New York
$523K +$3.13K +64 +0.6%
MIA
183
MainStreet Investment Advisors
Illinois
$523K +$41.8K +855 +9%
REMPR
184
Roof Eidam Maycock Peralta (REMP)
California
$518K +$121K +2,470 +30%
SGCA
185
Steel Grove Capital Advisors
Tennessee
$513K -$178K -3,637 -26%
IA
186
IFP Advisors
Florida
$508K +$233K +4,764 +84%
DWM
187
Doyle Wealth Management
Florida
$483K -$30.4K -622 -6%
Vanguard Group
188
Vanguard Group
Pennsylvania
$456K +$1.22K +25 +0.3%
CPIG
189
Chicago Partners Investment Group
Illinois
$455K +$1.61K +33 +0.4%
RJT
190
Raymond James Trust
Florida
$455K +$456K +9,323 New
EAM
191
Evanson Asset Management
California
$453K +$1.47K +30 +0.3%
RVPG
192
Relative Value Partners Group
$451K +$1.86K +38 +0.4%
CL
193
Choreo LLC
Illinois
$440K -$166K -3,394 -27%
SPC
194
Sigma Planning Corp
Michigan
$423K +$72.9K +1,491 +21%
WAM
195
Wealthspire Advisors (Maryland)
Maryland
$412K +$305K +6,235 +283%
Deutsche Bank
196
Deutsche Bank
Germany
$406K +$376K +7,693 +1,261%
WIC
197
Whitegate Investment Counselors
New Hampshire
$400K +$1.76K +36 +0.4%
MCG
198
McCollum Christoferson Group
New York
$389K +$389K +7,960 New
MLFP
199
MPS Loria Financial Planners
Illinois
$383K +$9.04K +185 +2%
GC
200
Gilbert & Cook
Iowa
$381K -$7.33K -150 -2%

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.