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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
FHA
401
First Horizon Advisors
Tennessee
$2.46M +$4.56K +37 +0.2%
EA
402
Efficient Advisors
Ohio
$2.44M -$333K -2,700 -12%
SHGA
403
Sand Hill Global Advisors
California
$2.42M +$40.3K +327 +2%
DT
404
Diversified Trust
Tennessee
$2.41M -$1.01M -8,194 -30%
CWM
405
Concentric Wealth Management
California
$2.41M +$739 +6 +0%
OCM
406
One Capital Management
California
$2.39M
GIA
407
Guyasuta Investment Advisors
Pennsylvania
$2.36M -$6.78K -55 -0.3%
EFS
408
Essex Financial Services
Connecticut
$2.36M +$550K +4,464 +31%
BPB
409
Badgley, Phelps & Bell
Washington
$2.32M +$111K +897 +5%
CCG
410
Cypress Capital Group
Florida
$2.32M -$830K -6,736 -27%
Millennium Management
411
Millennium Management
New York
$2.31M -$2.14M -17,393 -48%
ECM
412
Exchange Capital Management
Michigan
$2.31M -$238K -1,928 -9%
SFS
413
Strategic Financial Services
New York
$2.28M +$56.6K +459 +3%
FPCG
414
Fort Pitt Capital Group
Pennsylvania
$2.27M
OC
415
Oppenheimer & Co
New York
$2.26M +$96.7K +785 +5%
FA
416
FCG Advisors
New Jersey
$2.26M +$2.24M +18,166 New
FC
417
Financial Consulate
Maryland
$2.26M +$315K +2,553 +16%
SF
418
Synovus Financial
Georgia
$2.26M +$1.5M +12,180 +203%
NCM
419
Neumann Capital Management
California
$2.25M -$57.1K -463 -2%
NFG
420
Noven Financial Group
Colorado
$2.23M -$31.2K -253 -1%
PMG
421
ProVise Management Group
Florida
$2.21M -$24.6K -200 -1%
FAM
422
Foothills Asset Management
Arizona
$2.18M -$272K -2,205 -11%
SBH
423
Segall Bryant & Hamill
Illinois
$2.18M +$167K +1,354 +8%
AF
424
Affiance Financial
Minnesota
$2.18M -$91.9K -746 -4%
CG
425
Cutler Group
California
$2.18M -$1.71M -13,888 -44%

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.