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Vanguard Total Stock Market ETF

900 hedge funds and large institutions have $24.3B invested in Vanguard Total Stock Market ETF in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 408 increasing their positions, 295 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $25.7M

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

38% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 295

9% more capital invested

Capital invested by funds: $22.3B → $24.3B (+$2.09B)

8% more funds holding in top 10

Funds holding in top 10: 192207 (+15)

2% more funds holding

Funds holding: 880900 (+20)

0.12% more ownership

Funds ownership: 31.61%31.74% (+0.12%)

Holders
900
Holders Change
+20
Holders Change %
+2.27%
% of All Funds
22.4%
Holding in Top 10
207
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+7.81%
% of All Funds
5.15%
New
79
Increased
408
Reduced
295
Closed
49
Calls
$43.7M
Puts
$25.7M
Net Calls
+$18M
Net Calls Change
+$4.44M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Segment Wealth Management
Texas
$8.4M +$347K +2,897 +4%
IH
227
IFC Holdings
Florida
$8.32M -$330K -2,755 -4%
IC
228
InterOcean Capital
Illinois
$8.29M +$120K +1,004 +1%
NEAM
229
New England Asset Management
Connecticut
$8.29M
KeyBank National Association
230
KeyBank National Association
Ohio
$8.29M -$190K -1,588 -2%
SFG
231
StrategIQ Financial Group
Indiana
$8.28M +$6.71K +56 +0.1%
NFC
232
Northeast Financial Consultants
Connecticut
$8.21M
FTS
233
Fifth Third Securities
Ohio
$8.16M +$2.73M +22,773 +51%
MFS
234
Madrona Financial Services
Washington
$8.03M +$7.65M +63,851 +2,761%
CL
235
Choreo LLC
Illinois
$7.97M -$53.3K -445 -0.7%
WIM
236
Westside Investment Management
California
$7.87M +$7.82M +65,257 New
CB
237
Community Bank
New York
$7.86M
CI
238
Conning Inc
Connecticut
$7.76M
WS
239
Wedbush Securities
California
$7.71M +$746K +6,231 +11%
NC
240
NewSquare Capital
Pennsylvania
$7.68M +$348K +2,909 +5%
HNB
241
Huntington National Bank
Ohio
$7.62M -$140K -1,169 -2%
OA
242
Outfitter Advisors
Virginia
$7.48M +$766K +6,400 +12%
Bessemer Group
243
Bessemer Group
New Jersey
$7.37M -$763K -6,368 -9%
SFM
244
Signature Financial Management
Virginia
$7.17M +$2.16M +18,072 +44%
FA
245
FC Advisory
Pennsylvania
$7.16M +$45.8K +382 +0.7%
CIC
246
Carnegie Investment Counsel
Ohio
$7.06M -$266K -2,222 -4%
CLOS
247
Compagnie Lombard Odier SCmA
Switzerland
$7.03M -$528K -4,409 -7%
LFAS
248
Level Four Advisory Services
Texas
$7.01M +$1.54M +12,824 +28%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$6.97M -$566K -4,723 -8%
QI
250
QS Investors
New York
$6.9M +$540K +4,508 +9%

VTI Hedge Fund Activity: Q1 2017 in Review

900 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q1 2017, worth a combined $24.3B — up 9.4% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VTI positions and 49 closed out — a net gain of 30 holders — while 408 added to existing stakes and 295 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $223M. The largest seller was Novo Holdings A/S, exiting entirely with an estimated $187M sold.

  • 900 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q1 2017, up from 880 in Q4 2016.
  • Funds reported $24.3B of Vanguard Total Stock Market ETF stock for Q1 2017, up 9.4% quarter-over-quarter.
  • 79 funds opened new Vanguard Total Stock Market ETF positions in Q1 2017 and 49 closed out, a net change of +30 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q1 2017 was Morgan Stanley, an estimated $223M added.
  • The largest Vanguard Total Stock Market ETF seller in Q1 2017 was Novo Holdings A/S, an estimated $187M sold.

Based on aggregated 13F filings for Q1 2017.