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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
MA
201
MCF Advisors
Kentucky
$3K +$2.57K +52 New
GRP
202
Global Retirement Partners
California
$2K
RFM
203
Royal Fund Management
Florida
$2K +$2.08K +42 New
PWM
204
Perigon Wealth Management
California
$1K -$1.78K -36 -75%
FTUS
205
Flow Traders U.S.
New York
-$3.49M -70,979 Closed
FA
206
FDx Advisors
Illinois
-$2.18M -44,191 Closed
CIM
207
Cetera Investment Management
California
-$1.99M -40,450 Closed
Wolverine Trading
208
Wolverine Trading
Illinois
-$673K -13,666 Closed
KFA
209
Kelleher Financial Advisors
New York
-$622K -12,642 Closed
SG Americas Securities
210
SG Americas Securities
New York
-$537K -10,900 Closed
PBO
211
Peoples Bank (Ohio)
Ohio
-$409K -8,305 Closed
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
-$331K -6,717 Closed
CA
213
Clearstead Advisors
Ohio
-$308K -6,266 Closed
RPGK
214
Retirement Planning Group (Kansas)
Kansas
-$215K -4,372 Closed
OIA
215
OneDigital Investment Advisors
Kansas
-$137K -2,779 Closed
NA
216
NewEdge Advisors
Louisiana
-$114K -2,315 Closed
FIB
217
First Interstate Bank
Montana
-$37K -753 Closed
HPWM
218
Highland Private Wealth Management
Washington
-$32K -655 Closed
HR
219
Howe & Rusling
New York
-$27K -548 Closed
OC
220
Oakworth Capital
Alabama
-$13K -268 Closed
CG
221
Cutler Group
California
-$3K -71 Closed

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.