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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
BC
26
Brinker Capital
Pennsylvania
$214M +$22.6M +178,359 +12%
AUIM
27
Aegon USA Investment Management
Iowa
$195M
SCM
28
SCS Capital Management
Massachusetts
$177M +$26.3M +207,969 +18%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$172M -$15.3M -121,137 -8%
Ameriprise
30
Ameriprise
Minnesota
$159M +$2.21M +17,439 +1%
FBFS
31
First Business Financial Services
Wisconsin
$154M +$4.06M +32,032 +3%
PAG
32
Private Advisor Group
New Jersey
$146M -$3.05M -24,096 -2%
JP Morgan Chase
33
JP Morgan Chase
New York
$140M +$2.44M +19,250 +2%
RMC
34
Regis Management Company
California
$132M +$2.22M +17,497 +2%
AEPG
35
American Economic Planning Group
New Jersey
$130M +$503K +3,970 +0.4%
BOH
36
Bank of Hawaii
Hawaii
$128M +$3M +23,675 +2%
AI
37
Atria Investments
North Carolina
$126M +$3.71M +29,291 +3%
S
38
Schroders
United Kingdom
$124M +$119M +939,233 New
Goldman Sachs
39
Goldman Sachs
New York
$119M -$10.4M -82,338 -8%
VCP
40
Vista Capital Partners
Oregon
$119M +$5.92M +46,715 +5%
AT
41
Arden Trust
Delaware
$118M -$2.77M -21,883 -2%
GC
42
Gibson Capital
Pennsylvania
$117M -$1.6M -12,636 -1%
NLI
43
Nippon Life Insurance
Japan
$113M
LNC
44
Lincoln National Corp
Pennsylvania
$111M +$6.94M +54,770 +7%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$109M -$4.7M -37,092 -4%
OIM
46
Opus Investment Management
Massachusetts
$105M -$34.4M -271,355 -25%
WP
47
WMS Partners
Maryland
$103M +$223K +1,757 +0.2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$99.4M +$517K +4,080 +0.5%
AG
49
Advisor Group
Arizona
$97.9M +$9.25M +73,015 +11%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$97.7M +$1.34M +10,592 +1%

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.