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Vanguard Total Stock Market ETF

1,105 hedge funds and large institutions have $32.6B invested in Vanguard Total Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 481 increasing their positions, 375 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $90.3M | Put options by funds: $51.8M

28% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 375

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $30.8B → $32.6B (+$1.83B)

3.14% more ownership

Funds ownership: 33.49%36.63% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 229229 (0)

0% less funds holding

Funds holding: 1,1071,105 (-2)

Holders
1,105
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
25.3%
Holding in Top 10
229
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
5.24%
New
59
Increased
481
Reduced
375
Closed
50
Calls
$90.3M
Puts
$51.8M
Net Calls
+$38.5M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
326
Highland Capital Management (Tennessee)
Tennessee
$5.8M +$158K +1,131 +3%
KL
327
KWMG LLC
Kansas
$5.78M -$82.7K -593 -1%
MA
328
Mutual Advisors
Nebraska
$5.71M +$3.79M +27,189 +202%
AAM
329
Autus Asset Management
Arizona
$5.63M +$2.65K +19 +0%
IC
330
Iconiq Capital
California
$5.6M -$9.76M -69,940 -64%
RIA
331
Rocaton Investment Advisors
Connecticut
$5.56M +$2.19M +15,683 +66%
P
332
Pitcairn
Pennsylvania
$5.56M -$1.43M -10,251 -21%
AL
333
Aspiriant LLC
California
$5.54M +$122K +875 +2%
SFWA
334
Summit Financial Wealth Advisors
Louisiana
$5.53M
ABC
335
Associated Banc-Corp
Wisconsin
$5.5M -$110K -785 -2%
WB
336
Webster Bank
Connecticut
$5.45M
EWM
337
Empirical Wealth Management
Washington
$5.42M -$17K -122 -0.3%
JIC
338
Johnson Investment Counsel
Ohio
$5.41M +$12.7K +91 +0.2%
WAM
339
Watermark Asset Management
California
$5.38M -$646K -4,630 -11%
RFM
340
Royal Fund Management
Florida
$5.38M +$1.15M +8,254 +27%
Chevy Chase Trust
341
Chevy Chase Trust
Maryland
$5.37M -$332K -2,377 -6%
VWA
342
V Wealth Advisors
Kansas
$5.35M +$235K +1,681 +5%
MHS
343
M Holdings Securities
Oregon
$5.33M +$205K +1,469 +4%
Two Sigma Investments
344
Two Sigma Investments
New York
$5.27M +$1.2M +8,600 +30%
SPIA
345
Steward Partners Investment Advisory
New York
$5.26M +$4.76M +34,148 +1,038%
FA
346
FDx Advisors
Illinois
$5.22M -$2.16M -15,458 -29%
SCM
347
Southport Capital Management
Tennessee
$5.15M -$12.8K -92 -0.3%
FCH
348
Freestone Capital Holdings
Washington
$5.14M +$2.23M +15,953 +77%
DWT
349
Dorsey & Whitney Trust
South Dakota
$5.08M -$148K -1,058 -3%
SCG
350
Sonata Capital Group
Washington
$5.06M -$426K -3,052 -8%

VTI Hedge Fund Activity: Q2 2018 in Review

1,105 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q2 2018, worth a combined $32.6B — up 6% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VTI positions and 50 closed out — a net gain of 9 holders — while 481 added to existing stakes and 375 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $2.95B. The largest seller was Allworth Financial, cutting an estimated $337M.

  • 1,105 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q2 2018, down from 1,107 in Q1 2018.
  • Funds reported $32.6B of Vanguard Total Stock Market ETF stock for Q2 2018, up 6% quarter-over-quarter.
  • 59 funds opened new Vanguard Total Stock Market ETF positions in Q2 2018 and 50 closed out, a net change of +9 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $2.95B added.
  • The largest Vanguard Total Stock Market ETF seller in Q2 2018 was Allworth Financial, an estimated $337M sold.

Based on aggregated 13F filings for Q2 2018.