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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
KA
551
Klingman & Associates
New York
$1.17M
RC
552
Rinet Company
Massachusetts
$1.17M -$43.6K -344 -4%
WIM
553
Weitz Investment Management
Nebraska
$1.17M +$4.94K +39 +0.4%
CCM
554
Catawba Capital Management
Virginia
$1.16M +$5.07K +40 +0.4%
MSR
555
Main Street Research
Connecticut
$1.14M -$21.5K -170 -2%
DSN
556
D. Scott Neal
Kentucky
$1.14M -$18.6K -147 -2%
Koshinski Asset Management
557
Koshinski Asset Management
Illinois
$1.14M +$64K +505 +6%
WIC
558
Woodmont Investment Counsel
Tennessee
$1.14M +$622K +4,915 +127%
AIM
559
Anchor Investment Management
South Carolina
$1.13M +$564K +4,455 +105%
HIIFS
560
Harel Insurance Investments & Financial Services
Israel
$1.11M -$88.7K -700 -8%
BCM
561
Boltwood Capital Management
California
$1.11M -$205K -1,620 -16%
BCM
562
BTR Capital Management
California
$1.1M +$38K +300 +4%
GP
563
Girard Partners
Pennsylvania
$1.1M -$183K -1,444 -15%
WA
564
Wealth Architects
California
$1.1M +$73.2K +578 +7%
VST
565
Van Strum & Towne
California
$1.05M -$182K -1,438 -15%
BUB
566
BBVA USA Bancshares
Texas
$1.05M -$20.6K -163 -2%
WT
567
Whittier Trust
California
$1.05M
FCAG
568
First Capital Advisors Group
New Jersey
$1.04M -$188K -1,484 -16%
MJP
569
Michael J. Puzo
$1.04M
GIM
570
Goelzer Investment Management
Indiana
$1.03M +$35.8K +283 +4%
OA
571
Oxbow Advisors
Texas
$1.02M
BBPWM
572
Blue Bell Private Wealth Management
Pennsylvania
$1.01M -$64.8K -512 -6%
TD Asset Management
573
TD Asset Management
Ontario, Canada
$1.01M +$5.83K +46 +0.6%
TG
574
Threshold Group
Washington
$1M -$6.46K -51 -0.7%
HFS
575
HL Financial Services
Kentucky
$990K +$196K +1,544 +25%

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.