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Vanguard Total Stock Market ETF

912 hedge funds and large institutions have $25.6B invested in Vanguard Total Stock Market ETF in 2017 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 403 increasing their positions, 296 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $44.6M | Put options by funds: $28.7M

54% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 50

36% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 296

1% more funds holding

Funds holding: 900912 (+12)

5% more capital invested

Capital invested by funds: $24.3B → $25.6B (+$1.21B)

0.04% more ownership

Funds ownership: 31.74%31.78% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 207207 (0)

Holders
912
Holders Change
+12
Holders Change %
+1.33%
% of All Funds
22.74%
Holding in Top 10
207
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
5.16%
New
77
Increased
403
Reduced
296
Closed
50
Calls
$44.6M
Puts
$28.7M
Net Calls
+$15.9M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GMA
676
Goldstein Munger & Associates
California
$489K
S
677
SignatureFD
Georgia
$485K +$15.7K +127 +3%
WIC
678
Woodmont Investment Counsel
Tennessee
$483K -$16.9K -137 -3%
GLRA
679
Gerald L. Ray & Associates
Texas
$482K +$5.54K +45 +1%
MJRIC
680
Mogy Joel R Investment Counsel
California
$472K +$84.9K +689 +22%
PIM
681
Penobscot Investment Management
Massachusetts
$469K +$115K +931 +33%
AP
682
Atwood & Palmer
Missouri
$466K -$70K -568 -13%
MAS
683
Managed Account Services
Florida
$463K +$1.11K +9 +0.2%
EB
684
Eastern Bank
Massachusetts
$461K
ATC
685
Adirondack Trust Company
New York
$459K -$9.86K -80 -2%
BWM
686
BerganKDV Wealth Management
Minnesota
$458K -$5.42K -44 -1%
SFSG
687
Stearns Financial Services Group
North Carolina
$454K -$28K -227 -6%
MFW
688
Meristem Family Wealth
Minnesota
$451K +$1.97K +16 +0.4%
EA
689
Edge Advisors
Georgia
$450K
ACP
690
Arcus Capital Partners
Georgia
$450K +$1.48K +12 +0.3%
FNBT
691
FineMark National Bank & Trust
Florida
$449K -$12.3K -100 -3%
BHTS
692
Bar Harbor Trust Services
Maine
$448K -$84K -682 -16%
KIA
693
Kopp Investment Advisors
Minnesota
$448K
ML
694
McAdam LLC
Pennsylvania
$446K +$1.48K +12 +0.3%
Members Trust
695
Members Trust
Florida
$444K -$82.8K -672 -16%
KWM
696
Kingsview Wealth Management
Oregon
$443K +$80.2K +651 +22%
DIA
697
Denver Investment Advisors
Colorado
$440K -$129K -1,049 -23%
JWM
698
Jacobus Wealth Management
Wisconsin
$439K +$435K +3,530 New
ODCM
699
Old Dominion Capital Management
Virginia
$436K +$14.4K +117 +3%
CIA
700
Choate Investment Advisors
Massachusetts
$434K

VTI Hedge Fund Activity: Q2 2017 in Review

912 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q2 2017, worth a combined $25.6B — up 5% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VTI positions and 50 closed out — a net gain of 27 holders — while 403 added to existing stakes and 296 trimmed.

The largest buyer was LPL Financial, adding an estimated $225M. The largest seller was Ballentine Partners, exiting entirely with an estimated $394M sold.

  • 912 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q2 2017, up from 900 in Q1 2017.
  • Funds reported $25.6B of Vanguard Total Stock Market ETF stock for Q2 2017, up 5% quarter-over-quarter.
  • 77 funds opened new Vanguard Total Stock Market ETF positions in Q2 2017 and 50 closed out, a net change of +27 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q2 2017 was LPL Financial, an estimated $225M added.
  • The largest Vanguard Total Stock Market ETF seller in Q2 2017 was Ballentine Partners, an estimated $394M sold.

Based on aggregated 13F filings for Q2 2017.