We are live on ! Find out more
VTI icon

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
DWM
601
Doyle Wealth Management
Florida
$875K +$335K +2,642 +64%
HA
602
Harfst & Associates
Wyoming
$860K
BOTW
603
Bank of the West
California
$848K +$315K +2,484 +61%
Fiera Capital (Canada)
604
Fiera Capital (Canada)
Quebec, Canada
$845K
CG
605
CFO4Life Group
Texas
$845K +$826K +6,522 New
KWMG
606
King Wealth Management Group
Florida
$839K +$11.9K +94 +1%
CMP
607
Courage Miller Partners
Virginia
$821K +$11.7K +92 +1%
FC
608
FIC Capital
New York
$814K -$21.5K -170 -3%
S
609
SignatureFD
Georgia
$800K +$288K +2,274 +58%
IFS
610
Ifrah Financial Services
Arkansas
$799K -$42.2K -333 -5%
RI
611
Ridgewood Investments
New Jersey
$792K +$172K +1,359 +29%
ST
612
Smithfield Trust
Pennsylvania
$791K +$1.52K +12 +0.2%
SF
613
Synovus Financial
Georgia
$782K -$1.54M -12,132 -67%
MJRIC
614
Mogy Joel R Investment Counsel
California
$782K +$284K +2,246 +59%
DOA
615
D'Orazio & Associates
Virginia
$781K -$173K -1,365 -18%
BB
616
Busey Bank
Illinois
$778K
WPW
617
Waldron Private Wealth
Pennsylvania
$770K +$38.9K +307 +5%
TFO
618
Tarbox Family Office
California
$767K +$687K +5,425 +1,087%
CGL
619
Clarius Group LLC
Washington
$765K -$22.7K -179 -3%
BTNA
620
Bremer Trust National Association
Minnesota
$761K -$20.3K -160 -3%
VF
621
Virtu Financial
New York
$759K +$742K +5,857 New
BCCM
622
Bridge Creek Capital Management
Massachusetts
$749K
WPP
623
Whalerock Point Partners
Rhode Island
$748K
HCA
624
Harbour Capital Advisors
Virginia
$747K
CC
625
Courier Capital
New York
$734K +$717K +5,665 New

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.