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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
FNFDCM
476
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.76M +$29.8K +235 +2%
NHC
477
Nicholas Hoffman & Company
Georgia
$1.76M +$1.72M +13,608 New
CA
478
Cambridge Associates
Massachusetts
$1.75M
AB
479
Atlas Brown
Kentucky
$1.74M +$69.1K +546 +4%
FBC
480
Fairfield, Bush & Co
Connecticut
$1.74M +$1.7M +13,405 New
EWM
481
Evercore Wealth Management
New York
$1.72M
Manulife (Manufacturers Life Insurance)
482
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.72M +$126K +992 +8%
RGC
483
Roberts, Glore & Co
Illinois
$1.7M -$53.8K -425 -3%
CANC
484
Culbertson A N & Co
Virginia
$1.68M +$200K +1,583 +14%
GIM
485
Greystone Investment Management
Ohio
$1.67M -$12.4K -98 -0.8%
AWM
486
Altavista Wealth Management
North Carolina
$1.66M +$30.5K +241 +2%
MWM
487
Modera Wealth Management
New Jersey
$1.65M +$317K +2,505 +24%
MSS
488
Mitchell Sinkler & Starr
Pennsylvania
$1.65M +$123K +975 +8%
TCM
489
Tradition Capital Management
New Jersey
$1.63M +$299K +2,361 +23%
EHPM
490
Emery Howard Portfolio Management
California
$1.61M +$127 +1 +0%
BRM
491
Boston Research & Management
Massachusetts
$1.6M
CCM
492
Coe Capital Management
Illinois
$1.6M -$27.9K -220 -2%
LSA
493
L & S Advisors
California
$1.59M +$13.9K +110 +0.9%
RW
494
REDW Wealth
New Mexico
$1.59M +$188K +1,482 +14%
SFWA
495
Summit Financial Wealth Advisors
Louisiana
$1.57M -$380K -3,000 -20%
MA
496
MCF Advisors
Kentucky
$1.53M +$4.81K +38 +0.3%
EDRH
497
Edmond de Rothschild Holding
Switzerland
$1.52M -$251K -1,985 -14%
MWM
498
Merriman Wealth Management
Washington
$1.51M +$1.47M +11,638 New
BMO
499
Beck Mack & Oliver
New York
$1.51M +$1.47M +11,626 New
OIM
500
Orca Investment Management
Oregon
$1.5M

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.