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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
BFO
526
Boston Family Office
Massachusetts
$1.07M +$5.99K +50 +0.6%
BCM
527
Brookstone Capital Management
Illinois
$1.07M +$535K +4,471 +104%
BA
528
Bristlecone Advisors
Washington
$1.06M +$87.9K +734 +9%
RCM
529
RB Capital Management
Nevada
$1.05M +$224K +1,868 +28%
WI
530
Wintrust Investments
Illinois
$1.03M -$328K -2,735 -24%
NCM
531
New Capital Management
Texas
$1.03M +$570K +4,756 +128%
BBPWM
532
Blue Bell Private Wealth Management
Pennsylvania
$1.01M -$29.8K -249 -3%
BUB
533
BBVA USA Bancshares
Texas
$1M +$119K +996 +14%
RG
534
Rikoon Group
New Mexico
$997K -$73.5K -614 -7%
WA
535
Wealth Architects
California
$996K -$109K -912 -10%
WT
536
Whittier Trust
California
$993K +$129K +1,073 +15%
GIM
537
Goelzer Investment Management
Indiana
$990K +$23.4K +195 +2%
BCM
538
BTR Capital Management
California
$986K +$145K +1,212 +18%
LNWWM
539
Laird Norton Wetherby Wealth Management
California
$982K +$199K +1,659 +26%
GT
540
Glenview Trust
Kentucky
$978K +$29.1K +243 +3%
DWM
541
Destination Wealth Management
California
$973K -$419K -3,500 -30%
MJP
542
Michael J. Puzo
$971K
RIL
543
Rothschild Investment LLC
Illinois
$968K +$184K +1,540 +24%
MWAC
544
Mariner Wealth Advisors (Cincinnati)
Ohio
$966K +$267K +2,228 +39%
OA
545
Oxbow Advisors
Texas
$954K
WIM
546
Weitz Investment Management
Nebraska
$947K +$4.19K +35 +0.5%
TG
547
Threshold Group
Washington
$936K +$1.56K +13 +0.2%
GP
548
Girard Partners
Pennsylvania
$928K -$190K -1,584 -17%
RWP
549
RWA Wealth Partners
Massachusetts
$927K +$305K +2,544 +50%
OFG
550
Oxford Financial Group
Indiana
$924K +$17.7K +148 +2%

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.