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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
WEC
601
Winslow Evans & Crocker
Massachusetts
$662K +$65.6K +548 +11%
HCM
602
HM Capital Management
Missouri
$662K +$6.59K +55 +1%
SS
603
Simplicity Solutions
Minnesota
$653K +$366K +3,058 +132%
WPIC
604
White Pine Investment Company
Michigan
$652K -$112K -939 -15%
FNB
605
Farmers National Bank
Kentucky
$651K
FG
606
Fiduciary Group
Georgia
$650K +$642K +5,359 New
GW
607
GW & Wade
Massachusetts
$648K +$7.79K +65 +1%
PAG
608
Pinnacle Advisory Group
Maryland
$646K -$26.9K -225 -4%
MBTD
609
Mechanics Bank - Trust Department
California
$636K
HFS
610
HL Financial Services
Kentucky
$633K +$216K +1,804 +53%
NL
611
NWAM LLC
Washington
$628K -$42.3K -353 -6%
CHAM
612
Clear Harbor Asset Management
Connecticut
$622K +$614K +5,124 New
CSIC
613
Clifford Swan Investment Counsel
California
$621K +$162K +1,355 +36%
CMP
614
Courage Miller Partners
Virginia
$615K -$193K -1,615 -24%
EP
615
Edgestream Partners
New Jersey
$611K +$246K +2,052 +69%
CAW
616
Cornerstone Advisors (Washington)
Washington
$607K +$154K +1,289 +35%
WGCA
617
Wolf Group Capital Advisors
Virginia
$604K +$596K +4,976 New
MGIA
618
Moneta Group Investment Advisors
Missouri
$601K -$4.31K -36 -0.7%
CFA
619
Carroll Financial Associates
North Carolina
$599K -$406K -3,392 -41%
CW
620
Cobiz Wealth
Colorado
$591K +$37.2K +311 +7%
BFM
621
Boston Financial Management
Massachusetts
$589K -$150K -1,250 -20%
LWMG
622
Lakeside Wealth Management Group
$586K
CFA
623
CT Financial Advisors
Pennsylvania
$582K +$29K +242 +5%
PWLP
624
Prio Wealth Limited Partnership
Massachusetts
$581K
PCM
625
Parsons Capital Management
Rhode Island
$576K

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.