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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
CWM
651
Cabot Wealth Management
Massachusetts
$503K -$18.2K -152 -4%
RPGK
652
Retirement Planning Group (Kansas)
Kansas
$502K -$1.8K -15 -0.4%
CFB
653
Cullen/Frost Bankers
Texas
$500K -$273K -2,280 -36%
PWW
654
Pettyjohn Wood & White
Virginia
$500K +$240K +2,000 +94%
OMC
655
Overbrook Management Corp
New York
$494K +$487K +4,069 New
IWMPD
656
Integrated Wealth Management (Palm Desert)
California
$491K +$27.7K +231 +6%
CS
657
Comerica Securities
Michigan
$491K +$484K +4,045 New
AIM
658
Anchor Investment Management
South Carolina
$491K +$101K +843 +26%
SIC
659
Salem Investment Counselors
North Carolina
$489K +$63.2K +528 +16%
MPI
660
Mairs & Power Inc
Minnesota
$489K +$483K +4,030 New
BTIS
661
BB&T Investment Services
North Carolina
$478K
GMA
662
Goldstein Munger & Associates
California
$477K +$471K +3,932 New
GA
663
Greytown Advisors
Florida
$474K +$34.1K +285 +8%
WA
664
WFG Advisors
Texas
$473K -$146K -1,215 -24%
MCM
665
Manchester Capital Management
Vermont
$472K -$8.14K -68 -2%
SFSG
666
Stearns Financial Services Group
North Carolina
$470K -$61.2K -511 -12%
TW
667
Transform Wealth
Colorado
$468K
GLRA
668
Gerald L. Ray & Associates
Texas
$464K
WIC
669
Woodmont Investment Counsel
Tennessee
$463K
S
670
SignatureFD
Georgia
$458K +$49.7K +415 +12%
ATC
671
Adirondack Trust Company
New York
$457K -$12K -100 -3%
RFA
672
Reilly Financial Advisors
California
$456K -$17.2K -144 -4%
KCM
673
Karp Capital Management
California
$456K +$17K +142 +4%
MCWS
674
McKinley Carter Wealth Services
West Virginia
$455K -$18.8K -157 -4%
BWM
675
BerganKDV Wealth Management
Minnesota
$452K -$10.9K -91 -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.