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Vanguard Total Stock Market ETF

941 hedge funds and large institutions have $27.6B invested in Vanguard Total Stock Market ETF in 2017 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 389 increasing their positions, 333 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 42

17% more repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 333

8% more capital invested

Capital invested by funds: $25.6B → $27.6B (+$1.99B)

3% more funds holding

Funds holding: 912941 (+29)

0.67% more ownership

Funds ownership: 31.78%32.44% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 207208 (+1)

4% less call options, than puts

Call options by funds: $32.8M | Put options by funds: $34.3M

Holders
941
Holders Change
+29
Holders Change %
+3.18%
% of All Funds
23.46%
Holding in Top 10
208
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.48%
% of All Funds
5.19%
New
79
Increased
389
Reduced
333
Closed
42
Calls
$32.8M
Puts
$34.3M
Net Calls
-$1.47M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
251
Financial Management Professionals
Texas
$8.01M +$7.78M +61,438 +14,456%
VC
252
Vicus Capital
Pennsylvania
$7.96M +$2.03M +16,025 +35%
NC
253
NewSquare Capital
Pennsylvania
$7.96M -$355K -2,807 -4%
PFPT
254
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.94M -$96.4K -761 -1%
HTC
255
Haverford Trust Company
Pennsylvania
$7.8M +$379K +2,992 +5%
OA
256
Outfitter Advisors
Virginia
$7.73M -$96.3K -760 -1%
FA
257
FC Advisory
Pennsylvania
$7.71M +$24.7K +195 +0.3%
M&T Bank
258
M&T Bank
New York
$7.67M -$50.6M -399,716 -87%
CL
259
Choreo LLC
Illinois
$7.58M -$30.4K -240 -0.4%
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$7.56M -$116K -917 -2%
SFM
261
Signature Financial Management
Virginia
$7.55M -$320K -2,528 -4%
SFG
262
StrategIQ Financial Group
Indiana
$7.52M -$1.16M -9,148 -14%
CLOS
263
Compagnie Lombard Odier SCmA
Switzerland
$7.42M
KTC
264
Kistler-Tiffany Companies
Pennsylvania
$7.38M -$190K -1,498 -3%
SIC
265
Sigma Investment Counselors
Michigan
$7.27M +$142K +1,120 +2%
KPCM
266
Kings Point Capital Management
New York
$7.17M -$105K -827 -1%
SFPM
267
Sensible Financial Planning & Management
Massachusetts
$7.16M +$609K +4,806 +10%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$7.15M +$992K +7,834 +17%
BAM
269
Belpointe Asset Management
Nevada
$7.13M +$6.98M +55,078 New
CIC
270
Carnegie Investment Counsel
Ohio
$7.13M -$181K -1,431 -3%
CT
271
Coastline Trust
Rhode Island
$6.98M +$108K +855 +2%
BL
272
BFSG LLC
California
$6.94M +$131K +1,033 +2%
Natixis Advisors
273
Natixis Advisors
Massachusetts
$6.93M +$284K +2,241 +4%
ICOA
274
Investment Centers of America
North Dakota
$6.91M -$1.49M -11,738 -18%
GRP
275
Global Retirement Partners
California
$6.89M +$1.42M +11,250 +27%

VTI Hedge Fund Activity: Q3 2017 in Review

941 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q3 2017, worth a combined $27.6B — up 7.8% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VTI positions and 42 closed out — a net gain of 37 holders — while 389 added to existing stakes and 333 trimmed.

The largest buyer was Ballentine Partners, opening a new position worth an estimated $420M. The largest seller was Kiwi Wealth Investments Limited Partnership, cutting an estimated $197M.

  • 941 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q3 2017, up from 912 in Q2 2017.
  • Funds reported $27.6B of Vanguard Total Stock Market ETF stock for Q3 2017, up 7.8% quarter-over-quarter.
  • 79 funds opened new Vanguard Total Stock Market ETF positions in Q3 2017 and 42 closed out, a net change of +37 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q3 2017 was Ballentine Partners, an estimated $420M added.
  • The largest Vanguard Total Stock Market ETF seller in Q3 2017 was Kiwi Wealth Investments Limited Partnership, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2017.