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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
JP Morgan Chase
1
JP Morgan Chase
New York
$296M +$23.1M +467,084 +8%
Goldman Sachs
2
Goldman Sachs
New York
$211M +$6.45M +130,517 +3%
SEI Investments
3
SEI Investments
Pennsylvania
$166M +$47.7M +964,981 +40%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$88.3M +$60.2M +1,218,601 +215%
Bank of America
5
Bank of America
North Carolina
$86.1M +$5.46M +110,541 +7%
Betterment LLC
6
Betterment LLC
New York
$81M +$10.7M +216,537 +15%
VA
7
Valmark Advisers
Ohio
$76.4M +$76.4M +1,545,605 New
Morgan Stanley
8
Morgan Stanley
New York
$74.2M -$8.66M -175,186 -10%
Wells Fargo
9
Wells Fargo
California
$70M -$2.68M -54,189 -4%
AA
10
Alesco Advisors
New York
$66.1M +$1.56M +31,671 +2%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60.5M +$11.2M +225,811 +23%
BJ
12
Brouwer & Janachowski
California
$50.7M -$186K -3,767 -0.4%
State of Tennessee, Department of Treasury
13
State of Tennessee, Department of Treasury
Tennessee
$39.7M +$3.52M +71,200 +10%
EWM
14
Empirical Wealth Management
Washington
$38.4M +$1.38M +27,846 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$34.7M +$17.7M +358,271 +105%
FT
16
Fiduciary Trust
Massachusetts
$33.5M -$12.2M -245,927 -27%
UBS Group
17
UBS Group
Switzerland
$29.8M +$455K +9,214 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$24.6M +$8.15M +165,034 +50%
BIA
19
Barry Investment Advisors
Massachusetts
$22M +$121K +2,452 +0.6%
JC
20
Jentner Corp
Ohio
$19.4M +$239K +4,843 +1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$19.4M +$646K +13,082 +3%
SFS
22
Summit Financial Strategies
Ohio
$18.7M +$661K +13,383 +4%
KA
23
Klingman & Associates
New York
$16.4M +$4.87M +98,474 +42%
BlackRock
24
BlackRock
New York
$15.4M +$1.28M +25,935 +9%
LPL Financial
25
LPL Financial
California
$12.8M -$1.72M -34,724 -12%

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.