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Vanguard Short-Term Inflation-Protected Securities Index Fund

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: 206246 (+40)

19% more funds holding in top 10

Funds holding in top 10: 1619 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
201
Glen Eagle Advisors
New Jersey
$158K +$9.94K +201 +7%
LNB
202
Ledyard National Bank
$146K +$148K +3,000 New
CC
203
Claybrook Capital
Massachusetts
$137K +$138K +2,800 New
WAM
204
Wealthspire Advisors (Maryland)
Maryland
$107K
TC
205
Telemus Capital
Michigan
$98K +$98.9K +2,000 New
FFG
206
Ford Financial Group
California
$97K +$98.9K +2,000 New
AWA
207
Acorn Wealth Advisors
Michigan
$93K +$94.5K +1,911 New
AWM
208
Aevitas Wealth Management
Massachusetts
$86K +$87.4K +1,767 New
CA
209
Calton & Associates
Florida
$86K +$87.8K +1,776 New
CFA
210
Carroll Financial Associates
North Carolina
$82K
AC
211
Avestar Capital
New York
$74K +$75.7K +1,531 New
BFEC
212
Benjamin F. Edwards & Company
Missouri
$60K
DOA
213
D'Orazio & Associates
Virginia
$56K +$31.1K +628 +123%
IWM
214
IHT Wealth Management
Illinois
$51K
SMG
215
Spectrum Management Group
Indiana
$50K -$41.3K -835 -45%
WAM
216
Watermark Asset Management
California
$38K
ME
217
McIlrath & Eck
Washington
$37K +$37.6K +760 New
AIM
218
Anchor Investment Management
South Carolina
$36.6K +$12.4K +250 +50%
TFS
219
TrustCore Financial Services
Tennessee
$33K +$33.1K +669 New
LWA
220
Lenox Wealth Advisors
New York
$31K
RFC
221
Regions Financial Corp
Alabama
$31K +$31.7K +641 New
KTC
222
Kistler-Tiffany Companies
Pennsylvania
$28K
BWA
223
Burt Wealth Advisors
Maryland
$27K
PG
224
Patten Group
Tennessee
$25K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$21K -$8.55K -173 -28%

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.