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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
AUIM
26
Aegon USA Investment Management
Iowa
$195M
BC
27
Brinker Capital
Pennsylvania
$183M +$17.9M +145,149 +11%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$181M +$22M +178,830 +14%
Ameriprise
29
Ameriprise
Minnesota
$151M +$8.29M +67,299 +6%
FBFS
30
First Business Financial Services
Wisconsin
$144M +$929K +7,542 +0.7%
SCM
31
SCS Capital Management
Massachusetts
$144M +$10.7M +86,935 +8%
PAG
32
Private Advisor Group
New Jersey
$142M +$17.2M +139,978 +14%
OIM
33
Opus Investment Management
Massachusetts
$134M +$565K +4,585 +0.4%
JP Morgan Chase
34
JP Morgan Chase
New York
$132M +$3.78M +30,710 +3%
Goldman Sachs
35
Goldman Sachs
New York
$125M -$790K -6,412 -0.6%
AEPG
36
American Economic Planning Group
New Jersey
$125M -$1.18M -9,581 -0.9%
RMC
37
Regis Management Company
California
$125M -$1.19M -9,659 -1%
BOH
38
Bank of Hawaii
Hawaii
$120M +$6.99M +56,746 +6%
AI
39
Atria Investments
North Carolina
$117M +$520K +4,221 +0.5%
AT
40
Arden Trust
Delaware
$116M -$3.23M -26,181 -3%
GC
41
Gibson Capital
Pennsylvania
$114M -$3.28M -26,621 -3%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$109M -$123K -999 -0.1%
VCP
43
Vista Capital Partners
Oregon
$109M +$3.65M +29,591 +4%
NLI
44
Nippon Life Insurance
Japan
$109M
MB
45
Mizuho Bank
Japan
$99.6M +$98.6M +800,000 New
LNC
46
Lincoln National Corp
Pennsylvania
$99.4M +$3.53M +28,679 +4%
WP
47
WMS Partners
Maryland
$98.6M +$243K +1,973 +0.2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$95M +$11.4M +92,717 +14%
DILIC
49
Dai-ichi Life Insurance Company
Japan
$92.7M +$91.8M +744,841 New
RJFSA
50
Raymond James Financial Services Advisors
Florida
$92.5M +$1.05M +8,552 +1%

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.