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Vanguard Total Stock Market ETF

900 hedge funds and large institutions have $24.3B invested in Vanguard Total Stock Market ETF in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 408 increasing their positions, 295 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $25.7M

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

38% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 295

9% more capital invested

Capital invested by funds: $22.3B → $24.3B (+$2.09B)

8% more funds holding in top 10

Funds holding in top 10: 192207 (+15)

2% more funds holding

Funds holding: 880900 (+20)

0.12% more ownership

Funds ownership: 31.61%31.74% (+0.12%)

Holders
900
Holders Change
+20
Holders Change %
+2.27%
% of All Funds
22.4%
Holding in Top 10
207
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+7.81%
% of All Funds
5.15%
New
79
Increased
408
Reduced
295
Closed
49
Calls
$43.7M
Puts
$25.7M
Net Calls
+$18M
Net Calls Change
+$4.44M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
451
Context Capital Management
California
$1.7M
HCM
452
Howland Capital Management
Massachusetts
$1.7M
KTA
453
Keeley-Teton Advisors
Illinois
$1.67M +$1.65M +13,762 New
RGC
454
Roberts, Glore & Co
Illinois
$1.67M -$133K -1,110 -7%
PFPT
455
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.66M
GIM
456
Greystone Investment Management
Ohio
$1.66M -$40.4K -337 -2%
BCA
457
Bernzott Capital Advisors
California
$1.66M +$17.8K +149 +1%
MC
458
Mathes Company
New York
$1.64M +$359K +3,000 +29%
CA
459
Cambridge Associates
Massachusetts
$1.64M
RCAG
460
Rehmann Capital Advisory Group
Michigan
$1.62M +$8.02K +67 +0.5%
NHC
461
Nicholas Hoffman & Company
Georgia
$1.61M +$1.02M +8,504 +177%
EWM
462
Evercore Wealth Management
New York
$1.61M +$176K +1,468 +12%
FNFDCM
463
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.6M +$27.5K +230 +2%
IA
464
IndexIQ Advisors
New York
$1.58M +$1.55M +12,952 +14,233%
KSA
465
Ken Stern & Associates
California
$1.56M +$712K +5,945 +88%
CFS
466
Commonwealth Financial Services
West Virginia
$1.55M +$213K +1,775 +16%
AA
467
Advisory Alpha
Michigan
$1.54M +$365K +3,049 +31%
EHPM
468
Emery Howard Portfolio Management
California
$1.53M +$120 +1 +0%
SBIA
469
Sheaff Brock Investment Advisors
Indiana
$1.52M -$119K -994 -7%
CC
470
Cadinha & Co
Hawaii
$1.5M +$570K +4,756 +62%
BRM
471
Boston Research & Management
Massachusetts
$1.5M
AWM
472
Altavista Wealth Management
North Carolina
$1.5M +$76.6K +640 +5%
PWMAG
473
Pinnacle Wealth Management Advisory Group
New Jersey
$1.48M -$34K -284 -2%
MCM
474
MAI Capital Management
Ohio
$1.48M +$23.2K +194 +2%
LSA
475
L & S Advisors
California
$1.48M +$1.46M +12,175 New

VTI Hedge Fund Activity: Q1 2017 in Review

900 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q1 2017, worth a combined $24.3B — up 9.4% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VTI positions and 49 closed out — a net gain of 30 holders — while 408 added to existing stakes and 295 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $223M. The largest seller was Novo Holdings A/S, exiting entirely with an estimated $187M sold.

  • 900 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q1 2017, up from 880 in Q4 2016.
  • Funds reported $24.3B of Vanguard Total Stock Market ETF stock for Q1 2017, up 9.4% quarter-over-quarter.
  • 79 funds opened new Vanguard Total Stock Market ETF positions in Q1 2017 and 49 closed out, a net change of +30 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q1 2017 was Morgan Stanley, an estimated $223M added.
  • The largest Vanguard Total Stock Market ETF seller in Q1 2017 was Novo Holdings A/S, an estimated $187M sold.

Based on aggregated 13F filings for Q1 2017.