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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
MWAC
526
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.39M +$366K +2,893 +37%
BA
527
BCM Advisors
Louisiana
$1.39M +$95.2K +752 +8%
APSP
528
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.38M -$25.8K -204 -2%
CB
529
Chemical Bank
Michigan
$1.38M -$12.9K -102 -0.9%
Franklin Resources
530
Franklin Resources
California
$1.37M +$71.6K +565 +6%
SCA
531
Stillwater Capital Advisors
Pennsylvania
$1.36M -$208K -1,640 -14%
CBN
532
Cadence Bank NA
Texas
$1.36M +$1.33M +10,489 New
CFGF
533
Compass Financial Group (Florida)
Florida
$1.36M +$197K +1,558 +17%
RWG
534
Regal Wealth Group
California
$1.35M
UR
535
USCA RIA
Texas
$1.34M
CAS
536
Cue Advisory Services
Arizona
$1.33M -$22.7K -179 -2%
BWA
537
BlueSky Wealth Advisors
North Carolina
$1.33M
PFS
538
Prospera Financial Services
Texas
$1.32M +$97.8K +772 +8%
EVM
539
Eaton Vance Management
Massachusetts
$1.31M -$3.17K -25 -0.2%
LFWA
540
LBJ Family Wealth Advisors
Texas
$1.3M -$7.22K -57 -0.6%
CCP
541
Corient Capital Partners
California
$1.3M
NEIRG
542
New England Investment & Retirement Group
Massachusetts
$1.29M +$1.26M +9,961 New
VHAM
543
Van Hulzen Asset Management
California
$1.27M +$1.24M +9,805 New
LNWWM
544
Laird Norton Wetherby Wealth Management
California
$1.25M +$26.7K +211 +2%
VFA
545
Valeo Financial Advisors
Indiana
$1.25M +$1.22M +9,632 New
GI
546
Glovista Investments
New Jersey
$1.23M -$64.6K -510 -5%
IWM
547
IHT Wealth Management
Illinois
$1.19M +$930K +7,345 +422%
AWA
548
Arete Wealth Advisors
Illinois
$1.18M +$355K +2,800 +44%
FTUS
549
Flow Traders U.S.
New York
$1.18M -$1.76M -13,931 -60%
TYCC
550
Texas Yale Capital Corp
Florida
$1.18M

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.