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Vanguard Total Stock Market ETF

1,105 hedge funds and large institutions have $32.6B invested in Vanguard Total Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 481 increasing their positions, 375 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $90.3M | Put options by funds: $51.8M

28% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 375

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $30.8B → $32.6B (+$1.83B)

3.14% more ownership

Funds ownership: 33.49%36.63% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 229229 (0)

0% less funds holding

Funds holding: 1,1071,105 (-2)

Holders
1,105
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
25.3%
Holding in Top 10
229
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
5.24%
New
59
Increased
481
Reduced
375
Closed
50
Calls
$90.3M
Puts
$51.8M
Net Calls
+$38.5M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BB
651
Bell Bank
North Dakota
$1M +$82.2K +589 +9%
SCP
652
Syntal Capital Partners
Texas
$983K
OPCM
653
Osborne Partners Capital Management
California
$983K +$55.5K +398 +6%
CCM
654
Coldstream Capital Management
Washington
$980K +$15.2K +109 +2%
UFF
655
USA Financial Formulas
Michigan
$974K -$9.9K -71 -1%
MLL
656
Moody Lynn & Lieberson
Massachusetts
$973K +$11K +79 +1%
EHPM
657
Emery Howard Portfolio Management
California
$971K +$140 +1 +0%
H
658
HoyleCohen
California
$969K +$2.09K +15 +0.2%
FNBT
659
FineMark National Bank & Trust
Florida
$969K +$195K +1,400 +25%
REMPR
660
Roof Eidam Maycock Peralta (REMP)
California
$965K
AWA
661
Alaska Wealth Advisors
Alaska
$958K -$11.2K -80 -1%
BBPWM
662
Blue Bell Private Wealth Management
Pennsylvania
$955K -$80.1K -574 -8%
CHA
663
Carmichael Hill & Associates
Maryland
$953K -$24.8K -178 -3%
HCA
664
Harbour Capital Advisors
Virginia
$953K
BIM
665
Barton Investment Management
Pennsylvania
$951K
IFS
666
Ifrah Financial Services
Arkansas
$943K -$5.44K -39 -0.6%
VCM
667
Vigilant Capital Management
Maine
$925K +$203K +1,453 +28%
Citadel Advisors
668
Citadel Advisors
Florida
$924K -$13.4M -96,223 -94%
SFP
669
Shepherd Financial Partners
Massachusetts
$919K +$242K +1,735 +36%
BCM
670
Brookstone Capital Management
Illinois
$915K +$109K +783 +14%
MJP
671
Michael J. Puzo
$913K -$27.9K -200 -3%
B
672
Barings
North Carolina
$913K
1IA
673
1834 Investment Advisors
Wisconsin
$912K -$13.3K -95 -1%
CFGF
674
Compass Financial Group (Florida)
Florida
$910K -$69.1K -495 -7%
CA
675
Clearstead Advisors
Ohio
$907K -$2.27M -16,249 -72%

VTI Hedge Fund Activity: Q2 2018 in Review

1,105 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q2 2018, worth a combined $32.6B — up 6% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VTI positions and 50 closed out — a net gain of 9 holders — while 481 added to existing stakes and 375 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $2.95B. The largest seller was Allworth Financial, cutting an estimated $337M.

  • 1,105 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q2 2018, down from 1,107 in Q1 2018.
  • Funds reported $32.6B of Vanguard Total Stock Market ETF stock for Q2 2018, up 6% quarter-over-quarter.
  • 59 funds opened new Vanguard Total Stock Market ETF positions in Q2 2018 and 50 closed out, a net change of +9 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $2.95B added.
  • The largest Vanguard Total Stock Market ETF seller in Q2 2018 was Allworth Financial, an estimated $337M sold.

Based on aggregated 13F filings for Q2 2018.