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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
BFO
501
Boston Family Office
Massachusetts
$2.17M +$4.18K +30 +0.2%
CWM
502
Confluence Wealth Management
Oregon
$2.17M -$126K -900 -6%
ST
503
Sabal Trust
Florida
$2.16M
JWBC
504
J.W. Burns & Co
New York
$2.15M +$7.67K +55 +0.4%
PWMAG
505
Pinnacle Wealth Management Advisory Group
New Jersey
$2.15M +$52.9K +379 +3%
GEA
506
Glen Eagle Advisors
New Jersey
$2.15M -$10.2K -73 -0.5%
NHC
507
Nicholas Hoffman & Company
Georgia
$2.12M +$151K +1,081 +8%
IWA
508
IBEX Wealth Advisors
New Jersey
$2.1M
BA
509
BCM Advisors
Louisiana
$2.07M +$195K +1,397 +10%
ACP
510
Aveo Capital Partners
Colorado
$2.05M -$1.4M -10,035 -41%
LIM
511
Leavell Investment Management
Alabama
$2.05M +$521K +3,736 +34%
AWM
512
Altavista Wealth Management
North Carolina
$2.02M +$86.9K +623 +5%
BA
513
Bristlecone Advisors
Washington
$2.01M +$3.35K +24 +0.2%
FBC
514
Fairfield, Bush & Co
Connecticut
$1.99M -$67.2K -482 -3%
PFS
515
Prospera Financial Services
Texas
$1.98M +$193K +1,386 +11%
KTA
516
Keeley-Teton Advisors
Illinois
$1.97M +$14.1K +101 +0.7%
CB
517
Chemical Bank
Michigan
$1.96M -$977 -7 -0.1%
MWAC
518
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.96M +$152K +1,093 +9%
FWM
519
Focused Wealth Management
New York
$1.91M -$2.52M -18,045 -57%
LPC
520
Loeb Partners Corp
New York
$1.91M +$1.89M +13,582 New
EWM
521
Evercore Wealth Management
New York
$1.9M +$3.77K +27 +0.2%
BFG
522
Bouchey Financial Group
New York
$1.9M -$18.1K -130 -1%
HH
523
Hilltop Holdings
Texas
$1.89M +$765K +5,481 +68%
KBFS
524
Kohmann Bosshard Financial Services
Ohio
$1.87M
PPA
525
Parametric Portfolio Associates
Washington
$1.87M -$211K -1,515 -10%

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.