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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
MHS
326
M Holdings Securities
Oregon
$4.64M +$160K +1,263 +4%
FWP
327
FAS Wealth Partners
Kansas
$4.63M +$108K +849 +2%
AWM
328
AE Wealth Management
Kansas
$4.57M +$1.37M +10,856 +44%
DG
329
Davidson & Garrard
Virginia
$4.51M +$141K +1,110 +3%
PI
330
Pachira Investments
California
$4.45M -$152K -1,200 -3%
Millennium Management
331
Millennium Management
New York
$4.42M +$1.96M +15,515 +84%
LFG
332
LifePlan Financial Group
Ohio
$4.4M +$348K +2,745 +9%
WCM
333
Washington Capital Management
Washington
$4.37M +$507K +4,000 +13%
HR
334
Howe & Rusling
New York
$4.36M -$220K -1,737 -5%
LWAC
335
Laurel Wealth Advisors (California)
California
$4.33M -$256K -2,025 -6%
AA
336
Ancora Advisors
Ohio
$4.33M +$26.2K +207 +0.6%
FC
337
Forte Capital
New York
$4.2M +$141K +1,114 +4%
UBWV
338
United Bank (West Virginia)
West Virginia
$4.15M -$66.6K -526 -2%
LFAS
339
Level Four Advisory Services
Texas
$4.15M -$3.3M -26,091 -45%
SEI Investments
340
SEI Investments
Pennsylvania
$4.13M +$410K +3,236 +11%
DAS
341
Dynamic Advisor Solutions
Arizona
$4.07M -$16K -126 -0.4%
ACP
342
Ashfield Capital Partners
California
$4.03M -$177K -1,400 -4%
PTC
343
Private Trust Company
Ohio
$4M -$157K -1,242 -4%
ASN
344
Advisory Services Network
Georgia
$3.96M +$1.19M +9,429 +45%
CWM
345
Connecticut Wealth Management
Connecticut
$3.93M -$369K -2,914 -9%
RFM
346
Royal Fund Management
Florida
$3.91M +$993K +7,840 +35%
VWA
347
V Wealth Advisors
Kansas
$3.91M -$107K -847 -3%
CWM
348
Concert Wealth Management
California
$3.89M -$825K -6,515 -18%
FPCG
349
Fort Pitt Capital Group
Pennsylvania
$3.88M +$1.49M +11,726 +64%
FANJ
350
Financial Architects (New Jersey)
New Jersey
$3.82M +$6.84K +54 +0.2%

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.