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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
MWM
501
Modera Wealth Management
New Jersey
$1.26M -$224K -1,868 -15%
HIIFS
502
Harel Insurance Investments & Financial Services
Israel
$1.25M +$1.25M +10,400 New
AWMG
503
Alliance Wealth Management Group
New Jersey
$1.25M +$1.22M +10,215 New
UR
504
USCA RIA
Texas
$1.24M -$134K -1,115 -10%
TSW
505
Thompson Siegel & Walmsley
Virginia
$1.23M +$19.4K +162 +2%
CB
506
Chemical Bank
Michigan
$1.23M +$124K +1,034 +11%
Fisher Asset Management
507
Fisher Asset Management
Washington
$1.22M +$993K +8,288 +465%
CCP
508
Corient Capital Partners
California
$1.22M
LFWA
509
LBJ Family Wealth Advisors
Texas
$1.21M +$5.27K +44 +0.4%
AB
510
Atlas Brown
Kentucky
$1.21M +$1.19M +9,941 New
EVM
511
Eaton Vance Management
Massachusetts
$1.21M +$83.4K +696 +8%
ONB
512
Old National Bancorp
Indiana
$1.2M
AF
513
Aldebaran Financial
$1.17M +$161K +1,341 +16%
CA
514
Continuum Advisory
Idaho
$1.16M +$1.14M +9,553 New
CAAS
515
Capital Asset Advisory Services
Michigan
$1.15M +$913K +7,626 +410%
VST
516
Van Strum & Towne
California
$1.13M
RC
517
Rinet Company
Massachusetts
$1.13M +$146K +1,217 +15%
Koshinski Asset Management
518
Koshinski Asset Management
Illinois
$1.13M +$412K +3,444 +59%
DSN
519
D. Scott Neal
Kentucky
$1.13M -$2.23M -18,622 -67%
AIS
520
American Investment Services
Massachusetts
$1.11M +$56.8K +474 +5%
CCM
521
Catawba Capital Management
Virginia
$1.11M -$22.9K -191 -2%
TYCC
522
Texas Yale Capital Corp
Florida
$1.1M
MSS
523
Mitchell Sinkler & Starr
Pennsylvania
$1.09M +$222K +1,850 +26%
KA
524
Klingman & Associates
New York
$1.09M -$31.6K -264 -3%
MSR
525
Main Street Research
Connecticut
$1.09M

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.