We are live on ! Find out more
VTI icon

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
SA
701
Strategic Advisors
New York
$400K +$4.07K +34 +1%
HIMC
702
Heritage Investors Management Corp
Maryland
$395K -$85K -710 -18%
CA
703
Capital Advantage
California
$394K -$58K -484 -13%
CIA
704
Capital Investment Advisors
Georgia
$392K +$27.9K +233 +8%
CCM
705
Covington Capital Management
California
$391K -$33.4K -279 -8%
WTC
706
WhitTier Trust Company
Nevada
$391K
SFP
707
Shepherd Financial Partners
Massachusetts
$390K -$49.9K -417 -11%
GCA
708
Greenwood Capital Associates
South Carolina
$388K
LCP
709
Legacy Capital Partners
Wisconsin
$381K +$25.5K +213 +7%
WC
710
Woodstock Corp
Massachusetts
$380K -$8.38K -70 -2%
SCI
711
S&CO Inc
Massachusetts
$379K -$19.8K -165 -5%
CG
712
Colony Group
Massachusetts
$379K -$1.56K -13 -0.4%
MJRIC
713
Mogy Joel R Investment Counsel
California
$377K
GBBWRPM
714
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$376K -$185K -1,542 -33%
Belvedere Trading
715
Belvedere Trading
Illinois
$376K +$371K +3,100 New
CAMG
716
CWA Asset Management Group
Florida
$372K +$36.5K +305 +11%
AA
717
Alesco Advisors
New York
$369K -$122K -1,015 -25%
CHJWM
718
Carlton Hofferkamp & Jenks Wealth Management
Texas
$363K
IC
719
Investment Counsel
Michigan
$359K +$24.2K +202 +7%
CYG
720
Clean Yield Group
Vermont
$357K
TAM
721
Tocqueville Asset Management
New York
$352K
KWM
722
Kingsview Wealth Management
Oregon
$352K +$348K +2,905 New
PIM
723
Penobscot Investment Management
Massachusetts
$345K +$59.3K +495 +21%
AC
724
Abbrea Capital
California
$343K
RMCM
725
Reynders McVeigh Capital Management
Massachusetts
$338K -$59.9K -500 -15%

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.