We are live on ! Find out more
VTI icon

Vanguard Total Stock Market ETF

912 hedge funds and large institutions have $25.6B invested in Vanguard Total Stock Market ETF in 2017 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 403 increasing their positions, 296 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $44.6M | Put options by funds: $28.7M

54% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 50

36% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 296

1% more funds holding

Funds holding: 900912 (+12)

5% more capital invested

Capital invested by funds: $24.3B → $25.6B (+$1.21B)

0.04% more ownership

Funds ownership: 31.74%31.78% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 207207 (0)

Holders
912
Holders Change
+12
Holders Change %
+1.33%
% of All Funds
22.74%
Holding in Top 10
207
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
5.16%
New
77
Increased
403
Reduced
296
Closed
50
Calls
$44.6M
Puts
$28.7M
Net Calls
+$15.9M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
351
Cetera Investment Management
California
$3.4M +$3.36M +27,261 New
RJT
352
Raymond James Trust
Florida
$3.35M +$264K +2,144 +9%
RC
353
Roundview Capital
New Jersey
$3.32M +$69.5K +564 +2%
WP
354
WealthSource Partners
California
$3.3M -$175K -1,420 -5%
HDIM
355
Hanson & Doremus Investment Management
Vermont
$3.3M -$89K -722 -3%
MFT
356
Moisand Fitzgerald Tamayo
Florida
$3.28M -$12.2K -99 -0.4%
LWMT
357
Legacy Wealth Management (Tennessee)
Tennessee
$3.26M
ACP
358
Aveo Capital Partners
Colorado
$3.25M -$3.45K -28 -0.1%
OMC
359
Overbrook Management Corp
New York
$3.24M +$2.71M +21,995 +541%
BCM
360
Blume Capital Management
California
$3.24M -$15.2K -123 -0.5%
CTA
361
Chesley Taft & Associates
Illinois
$3.18M +$22.7K +184 +0.7%
WA1
362
Wimmer Associates 1
California
$3.16M -$7.39K -60 -0.2%
FPB
363
First PREMIER Bank
South Dakota
$3.15M -$934K -7,577 -23%
WTB
364
Washington Trust Bank
Washington
$3.12M -$11K -89 -0.4%
NIA
365
Northstar Investment Advisors
Colorado
$3.11M +$30.2K +245 +1%
BRWA
366
B. Riley Wealth Advisors
Florida
$3.06M +$266K +2,158 +10%
SFG
367
SNS Financial Group
Minnesota
$3.05M +$150K +1,214 +5%
AWM
368
AE Wealth Management
Kansas
$3.04M +$1.03M +8,399 +52%
AOWM
369
Alpha Omega Wealth Management
Virginia
$3.01M -$10.5K -85 -0.4%
KL
370
Kinsight LLC
Alabama
$2.99M -$63.6K -516 -2%
SIA
371
Spruce Investment Advisors
Connecticut
$2.95M
LJHT
372
Laurie J. Hall Trustee
$2.94M
NSB
373
Norway Savings Bank
Maine
$2.92M +$33.6K +273 +1%
CFIA
374
Cantor Fitzgerald Investment Advisors
New York
$2.9M +$2.87M +23,312 New
NFG
375
Next Financial Group
Texas
$2.89M +$900K +7,301 +46%

VTI Hedge Fund Activity: Q2 2017 in Review

912 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q2 2017, worth a combined $25.6B — up 5% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VTI positions and 50 closed out — a net gain of 27 holders — while 403 added to existing stakes and 296 trimmed.

The largest buyer was LPL Financial, adding an estimated $225M. The largest seller was Ballentine Partners, exiting entirely with an estimated $394M sold.

  • 912 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q2 2017, up from 900 in Q1 2017.
  • Funds reported $25.6B of Vanguard Total Stock Market ETF stock for Q2 2017, up 5% quarter-over-quarter.
  • 77 funds opened new Vanguard Total Stock Market ETF positions in Q2 2017 and 50 closed out, a net change of +27 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q2 2017 was LPL Financial, an estimated $225M added.
  • The largest Vanguard Total Stock Market ETF seller in Q2 2017 was Ballentine Partners, an estimated $394M sold.

Based on aggregated 13F filings for Q2 2017.