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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
Betterment LLC
1
Betterment LLC
New York
$216M +$7.95M +162,700 +4%
SEI Investments
2
SEI Investments
Pennsylvania
$205M -$5.28M -107,992 -3%
Bank of America
3
Bank of America
North Carolina
$140M +$23.7M +484,990 +20%
Goldman Sachs
4
Goldman Sachs
New York
$136M -$22.3M -455,600 -14%
JP Morgan Chase
5
JP Morgan Chase
New York
$120M +$2.55M +52,125 +2%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$109M +$6.59M +134,793 +6%
Wells Fargo
7
Wells Fargo
California
$102M +$6.95M +142,088 +7%
Morgan Stanley
8
Morgan Stanley
New York
$96.5M +$5.82M +119,060 +6%
VA
9
Valmark Advisers
Ohio
$75.4M -$378K -7,723 -0.5%
AA
10
Alesco Advisors
New York
$72.9M +$494K +10,110 +0.7%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$72.7M +$436K +8,927 +0.6%
FT
12
Fiduciary Trust
Massachusetts
$59.1M +$10.2M +208,494 +21%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$52M +$5.33M +109,029 +11%
State of Tennessee, Department of Treasury
14
State of Tennessee, Department of Treasury
Tennessee
$47.7M +$587K +12,000 +1%
EWM
15
Empirical Wealth Management
Washington
$46.7M +$2.59M +52,981 +6%
BS
16
Banco Santander
Spain
$41.8M +$19.4M +397,100 +86%
BJ
17
Brouwer & Janachowski
California
$34.3M -$5.29M -108,155 -13%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$27.8M +$1.79M +36,526 +7%
HighTower Advisors
19
HighTower Advisors
Illinois
$24.3M +$13M +265,765 +115%
UBS Group
20
UBS Group
Switzerland
$24M +$1,000K +20,448 +4%
KA
21
Klingman & Associates
New York
$23.3M +$1.17M +24,025 +5%
LPL Financial
22
LPL Financial
California
$23M +$10.4M +213,310 +83%
APCM
23
Alaska Permanent Capital Management
Alaska
$22.7M +$388K +7,930 +2%
BIA
24
Barry Investment Advisors
Massachusetts
$22.5M +$436K +8,916 +2%
US Bancorp
25
US Bancorp
Minnesota
$22M +$6.68M +136,656 +44%

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.