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Vanguard Short-Term Inflation-Protected Securities Index Fund

295 hedge funds and large institutions have $2.9B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 77

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

24% more funds holding in top 10

Funds holding in top 10: 2936 (+7)

9% more capital invested

Capital invested by funds: $2.65B → $2.9B (+$245M)

3% more funds holding

Funds holding: 286295 (+9)

1.58% more ownership

Funds ownership: 52.18%53.76% (+1.6%)

Holders
295
Holders Change
+9
Holders Change %
+3.15%
% of All Funds
6.74%
Holding in Top 10
36
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+24.14%
% of All Funds
0.82%
New
30
Increased
145
Reduced
77
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$260M +$45.7M +936,910 +21%
SEI Investments
2
SEI Investments
Pennsylvania
$200M -$2.87M -58,788 -1%
Goldman Sachs
3
Goldman Sachs
New York
$136M +$680K +13,927 +0.5%
JP Morgan Chase
4
JP Morgan Chase
New York
$134M +$14.5M +296,946 +12%
Bank of America
5
Bank of America
North Carolina
$130M -$9.14M -187,231 -7%
Morgan Stanley
6
Morgan Stanley
New York
$108M +$12.5M +255,455 +13%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$101M -$7.1M -145,380 -7%
Wells Fargo
8
Wells Fargo
California
$95.1M -$6.36M -130,331 -6%
FT
9
Fiduciary Trust
Massachusetts
$86.2M +$28M +572,696 +47%
VA
10
Valmark Advisers
Ohio
$74.6M -$6.3K -129 -0%
AA
11
Alesco Advisors
New York
$73.2M +$1.09M +22,295 +1%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$72.7M +$674K +13,804 +0.9%
PWPCM
13
Perella Weinberg Partners Capital Management
New York
$71.1M +$71.7M +1,469,110 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$54M +$2.47M +50,497 +5%
EWM
15
Empirical Wealth Management
Washington
$49.3M +$3.1M +63,394 +7%
State of Tennessee, Department of Treasury
16
State of Tennessee, Department of Treasury
Tennessee
$47.2M
BS
17
Banco Santander
Spain
$41.4M
BJ
18
Brouwer & Janachowski
California
$32.4M -$1.58M -32,396 -5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$26.8M -$651K -13,324 -2%
LPL Financial
20
LPL Financial
California
$24.2M +$1.4M +28,663 +6%
UBS Group
21
UBS Group
Switzerland
$24.1M +$373K +7,635 +2%
APCM
22
Alaska Permanent Capital Management
Alaska
$23.8M +$1.33M +27,320 +6%
LFS
23
Lutz Financial Services
Nebraska
$23.4M +$5.87M +120,304 +33%
HighTower Advisors
24
HighTower Advisors
Illinois
$22.8M -$1.19M -24,349 -5%
SFS
25
Summit Financial Strategies
Ohio
$22.6M +$1.06M +21,697 +5%

VTIP Hedge Fund Activity: Q3 2018 in Review

295 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2018, worth a combined $2.9B — up 9.3% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VTIP positions and 20 closed out — a net gain of 10 holders — while 145 added to existing stakes and 77 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, opening a new position worth an estimated $71.7M. The largest seller was Windham Capital Management, cutting an estimated $11.2M.

  • 295 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2018, up from 286 in Q2 2018.
  • Funds reported $2.9B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2018, up 9.3% quarter-over-quarter.
  • 30 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2018 and 20 closed out, a net change of +10 holders.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2018 was Perella Weinberg Partners Capital Management, an estimated $71.7M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2018 was Windham Capital Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2018.