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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
MAS
676
Managed Account Services
Florida
$450K +$1.8K +15 +0.4%
EB
677
Eastern Bank
Massachusetts
$449K +$3.59K +30 +0.8%
FNBT
678
FineMark National Bank & Trust
Florida
$449K +$70.2K +586 +19%
RJA
679
Robshaw & Julian Associates
New York
$448K
CIC
680
Cornercap Investment Counsel
Georgia
$443K +$40.6K +339 +10%
EA
681
Edge Advisors
Georgia
$439K -$92.1K -769 -17%
EWA
682
EP Wealth Advisors
California
$439K +$205K +1,710 +90%
KIA
683
Kopp Investment Advisors
Minnesota
$437K
ACP
684
Arcus Capital Partners
Georgia
$437K +$1.32K +11 +0.3%
MFW
685
Meristem Family Wealth
Minnesota
$437K +$1.92K +16 +0.4%
ML
686
McAdam LLC
Pennsylvania
$433K +$34.4K +287 +9%
ZIC
687
ZWJ Investment Counsel
Georgia
$433K +$427K +3,565 New
PFS
688
Prospera Financial Services
Texas
$427K -$222K -1,850 -34%
CIA
689
Choate Investment Advisors
Massachusetts
$423K +$59.8K +499 +17%
ADL
690
Asset Dedication LLC
California
$422K +$33.9K +283 +9%
WJA
691
Williams Jones & Associates
New York
$421K +$82K +685 +25%
PSUF
692
People's United Financial
Connecticut
$419K +$375K +3,130 +960%
MFP
693
Mosaic Financial Partners
California
$416K -$479 -4 -0.1%
CPA
694
Court Place Advisors
Maryland
$414K +$54.9K +458 +15%
LWM
695
Lyell Wealth Management
California
$412K -$47.9K -400 -11%
ODCM
696
Old Dominion Capital Management
Virginia
$411K -$24.2K -202 -6%
DWM
697
Doyle Wealth Management
Florida
$407K +$402K +3,355 New
WCM
698
Weik Capital Management
Pennsylvania
$406K +$192K +1,600 +91%
ACI
699
Alpha Cubed Investments
California
$404K +$104K +866 +35%
EFSCE
700
Enterprise Financial Services Corp (EFSC)
Missouri
$401K +$25.4K +212 +7%

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.