We are live on ! Find out more
VTIP icon

Vanguard Short-Term Inflation-Protected Securities Index Fund

150 hedge funds and large institutions have $1.2B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 71 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 44

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 154150 (-4)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

7% less capital invested

Capital invested by funds: $1.3B → $1.2B (-$94.5M)

Holders
150
Holders Change
-4
Holders Change %
-2.6%
% of All Funds
4%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
12
Increased
71
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$224M +$43.4M +877,765 +24%
JP Morgan Chase
2
JP Morgan Chase
New York
$111M +$27.7M +560,776 +34%
FT
3
Fiduciary Trust
Massachusetts
$67.7M +$10.5M +213,229 +19%
Morgan Stanley
4
Morgan Stanley
New York
$55.1M +$11.9M +240,329 +28%
AA
5
Alesco Advisors
New York
$53.5M +$1.72M +34,748 +3%
Betterment LLC
6
Betterment LLC
New York
$51.4M +$9.76M +197,571 +24%
BJ
7
Brouwer & Janachowski
California
$43.7M +$6.28M +127,055 +17%
EWM
8
Empirical Wealth Management
Washington
$40.4M +$1.48M +29,975 +4%
Bank of America
9
Bank of America
North Carolina
$35.7M +$6.27M +126,927 +21%
SEI Investments
10
SEI Investments
Pennsylvania
$32.8M +$7.54M +152,621 +30%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31M +$2.79M +56,440 +10%
State of Tennessee, Department of Treasury
12
State of Tennessee, Department of Treasury
Tennessee
$26.5M +$2.55M +51,600 +11%
BIA
13
Barry Investment Advisors
Massachusetts
$25.1M -$83.9K -1,698 -0.3%
WCM
14
Windham Capital Management
Massachusetts
$24M +$4.64M +93,945 +24%
AssetMark Inc
15
AssetMark Inc
California
$23.5M +$10.5M +212,772 +82%
Wells Fargo
16
Wells Fargo
California
$22.8M +$4M +81,035 +21%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$22.3M +$7.96M +161,069 +56%
SFS
18
Summit Financial Strategies
Ohio
$16.6M +$1.47M +29,664 +10%
APCM
19
Alaska Permanent Capital Management
Alaska
$15M +$416K +8,425 +3%
MFP
20
Mosaic Financial Partners
California
$13.9M +$185K +3,751 +1%
BlackRock
21
BlackRock
New York
$13.3M +$2.45M +49,598 +23%
JFG
22
JMG Financial Group
Illinois
$11.6M -$90K -1,822 -0.8%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$10.9M +$219K +4,435 +2%
UBS Group
24
UBS Group
Switzerland
$10.9M +$2.21M +44,806 +26%
NYLIM
25
New York Life Investment Management
New York
$9.71M -$1.21M -24,582 -11%