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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
SPC
351
Sigma Planning Corp
Michigan
$3.7M -$72.8K -575 -2%
SFG
352
SNS Financial Group
Minnesota
$3.64M +$451K +3,564 +15%
ACM
353
Ashford Capital Management
Delaware
$3.63M -$53.1K -419 -1%
CT
354
Cambridge Trust
Massachusetts
$3.59M
FDCDDQ
355
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.58M +$579K +4,575 +20%
DPIM
356
Duff & Phelps Investment Management
Illinois
$3.57M +$3.49M +27,580 New
OMC
357
Overbrook Management Corp
New York
$3.52M +$136K +1,075 +4%
RJT
358
Raymond James Trust
Florida
$3.47M -$17.6K -139 -0.5%
Mirae Asset Global Investments
359
Mirae Asset Global Investments
South Korea
$3.46M -$606K -4,785 -15%
FPB
360
First PREMIER Bank
South Dakota
$3.46M +$169K +1,335 +5%
MFT
361
Moisand Fitzgerald Tamayo
Florida
$3.42M +$8.74K +69 +0.3%
LWMT
362
Legacy Wealth Management (Tennessee)
Tennessee
$3.39M
HDIM
363
Hanson & Doremus Investment Management
Vermont
$3.35M -$85.2K -673 -3%
WP
364
WealthSource Partners
California
$3.34M -$93.1K -735 -3%
WA1
365
Wimmer Associates 1
California
$3.33M +$36.1K +285 +1%
MWPCG
366
Measured Wealth Private Client Group
New Hampshire
$3.32M +$3.25M +25,664 New
BCM
367
Blume Capital Management
California
$3.32M -$50.3K -397 -2%
BRWA
368
B. Riley Wealth Advisors
Florida
$3.29M +$108K +856 +3%
CTA
369
Chesley Taft & Associates
Illinois
$3.27M -$33.6K -265 -1%
PTC
370
Philadelphia Trust Company
Pennsylvania
$3.2M +$3.13M +24,688 New
RC
371
Roundview Capital
New Jersey
$3.19M -$256K -2,023 -8%
NIA
372
Northstar Investment Advisors
Colorado
$3.18M -$58K -458 -2%
ACP
373
Aveo Capital Partners
Colorado
$3.17M -$201K -1,591 -6%
FCIM
374
Fairview Capital Investment Management
California
$3.15M +$397K +3,135 +15%
CFIA
375
Cantor Fitzgerald Investment Advisors
New York
$3.14M +$117K +925 +4%

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.