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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
MIS
26
Morningstar Investment Services
Illinois
$215M +$212M +1,770,900 New
AUIM
27
Aegon USA Investment Management
Iowa
$191M
BC
28
Brinker Capital
Pennsylvania
$161M +$30.6M +255,342 +24%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$155M +$6.75M +56,364 +5%
FBFS
30
First Business Financial Services
Wisconsin
$140M +$1.36M +11,389 +1%
Ameriprise
31
Ameriprise
Minnesota
$139M +$13M +108,362 +10%
OIM
32
Opus Investment Management
Massachusetts
$130M
SCM
33
SCS Capital Management
Massachusetts
$130M +$50M +417,883 +64%
JP Morgan Chase
34
JP Morgan Chase
New York
$125M +$7.46M +62,286 +6%
AEPG
35
American Economic Planning Group
New Jersey
$123M -$2.44M -20,345 -2%
Goldman Sachs
36
Goldman Sachs
New York
$123M -$62.3M -520,270 -34%
RMC
37
Regis Management Company
California
$123M +$8.65M +72,226 +8%
PAG
38
Private Advisor Group
New Jersey
$120M -$8.95M -74,692 -7%
AT
39
Arden Trust
Delaware
$116M -$2.58M -21,548 -2%
GC
40
Gibson Capital
Pennsylvania
$115M -$1.06M -8,867 -0.9%
AI
41
Atria Investments
North Carolina
$114M -$6.89M -57,529 -6%
BOH
42
Bank of Hawaii
Hawaii
$110M +$8.74M +72,944 +9%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$107M +$4.21M +35,135 +4%
NLI
44
Nippon Life Insurance
Japan
$106M +$49.6M +414,000 +90%
VCP
45
Vista Capital Partners
Oregon
$103M +$8.01M +66,907 +9%
S
46
Schroders
United Kingdom
$102M +$101M +843,553 New
WP
47
WMS Partners
Maryland
$95.9M +$2M +16,709 +2%
LNC
48
Lincoln National Corp
Pennsylvania
$93.4M +$3.71M +30,958 +4%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$89.2M -$10.6M -88,126 -11%
Brown Advisory
50
Brown Advisory
Maryland
$88.7M +$6.7M +55,971 +8%

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.