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Vanguard Total Stock Market ETF

1,105 hedge funds and large institutions have $32.6B invested in Vanguard Total Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 481 increasing their positions, 375 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $90.3M | Put options by funds: $51.8M

28% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 375

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $30.8B → $32.6B (+$1.83B)

3.14% more ownership

Funds ownership: 33.49%36.63% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 229229 (0)

0% less funds holding

Funds holding: 1,1071,105 (-2)

Holders
1,105
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
25.3%
Holding in Top 10
229
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
5.24%
New
59
Increased
481
Reduced
375
Closed
50
Calls
$90.3M
Puts
$51.8M
Net Calls
+$38.5M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$223M +$7.87M +56,390 +4%
BC
27
Brinker Capital
Pennsylvania
$216M +$3.39M +24,326 +2%
AUIM
28
Aegon USA Investment Management
Iowa
$210M
Ameriprise
29
Ameriprise
Minnesota
$202M -$4.91M -35,175 -2%
FBFS
30
First Business Financial Services
Wisconsin
$180M +$3.17M +22,687 +2%
JP Morgan Chase
31
JP Morgan Chase
New York
$160M -$2.64M -18,896 -2%
BOH
32
Bank of Hawaii
Hawaii
$152M +$5.04M +36,129 +3%
CWM
33
Cornerstone Wealth Management
Missouri
$151M +$2.95B +21,147,716 +12,400%
LNC
34
Lincoln National Corp
Pennsylvania
$145M +$6.85M +49,136 +5%
VCP
35
Vista Capital Partners
Oregon
$141M +$3.25M +23,287 +2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$140M +$11.4M +81,957 +9%
RMC
37
Regis Management Company
California
$139M -$5.87M -42,076 -4%
S
38
Schroders
United Kingdom
$131M -$4.01M -28,730 -3%
Goldman Sachs
39
Goldman Sachs
New York
$131M -$190M -1,361,237 -59%
AEPG
40
American Economic Planning Group
New Jersey
$128M +$4.33K +31 +0%
AI
41
Atria Investments
North Carolina
$125M +$5.19M +37,222 +4%
NLI
42
Nippon Life Insurance
Japan
$122M
Brown Advisory
43
Brown Advisory
Maryland
$121M -$556K -3,985 -0.5%
UBS AM
44
UBS AM
Illinois
$120M +$63.1M +452,601 +112%
AT
45
Arden Trust
Delaware
$119M -$4.88M -35,003 -4%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$118M +$4.88M +35,007 +4%
PCA
47
Personal Capital Advisors
California
$117M +$13.3M +95,691 +13%
GC
48
Gibson Capital
Pennsylvania
$115M -$5.86M -42,039 -5%
FAAS
49
First Allied Advisory Services
California
$114M -$349K -2,500 -0.3%
AG
50
Advisor Group
Arizona
$114M -$4.43M -31,748 -4%

VTI Hedge Fund Activity: Q2 2018 in Review

1,105 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q2 2018, worth a combined $32.6B — up 6% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VTI positions and 50 closed out — a net gain of 9 holders — while 481 added to existing stakes and 375 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $2.95B. The largest seller was Allworth Financial, cutting an estimated $337M.

  • 1,105 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q2 2018, down from 1,107 in Q1 2018.
  • Funds reported $32.6B of Vanguard Total Stock Market ETF stock for Q2 2018, up 6% quarter-over-quarter.
  • 59 funds opened new Vanguard Total Stock Market ETF positions in Q2 2018 and 50 closed out, a net change of +9 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $2.95B added.
  • The largest Vanguard Total Stock Market ETF seller in Q2 2018 was Allworth Financial, an estimated $337M sold.

Based on aggregated 13F filings for Q2 2018.