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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
MFP
701
Mosaic Financial Partners
California
$427K
EWA
702
EP Wealth Advisors
California
$426K -$24.4K -198 -5%
CPA
703
Court Place Advisors
Maryland
$426K +$986 +8 +0.2%
CIC
704
Cornercap Investment Counsel
Georgia
$417K -$36.7K -298 -8%
WCM
705
Weik Capital Management
Pennsylvania
$417K
CFB
706
Cullen/Frost Bankers
Texas
$416K -$96K -779 -19%
EFSCE
707
Enterprise Financial Services Corp (EFSC)
Missouri
$412K
MCWS
708
McKinley Carter Wealth Services
West Virginia
$410K -$56.4K -458 -12%
SA
709
Strategic Advisors
New York
$408K -$2.83K -23 -0.7%
ZIC
710
ZWJ Investment Counsel
Georgia
$407K -$36.1K -293 -8%
MWM
711
Meridian Wealth Management
Kentucky
$407K +$120K +970 +42%
HIMC
712
Heritage Investors Management Corp
Maryland
$405K
WTC
713
WhitTier Trust Company
Nevada
$404K +$3.45K +28 +0.9%
CIA
714
Capital Investment Advisors
Georgia
$402K
CFD
715
Creative Financial Designs
Indiana
$402K +$268K +2,172 +205%
RPGK
716
Retirement Planning Group (Kansas)
Kansas
$399K -$115K -935 -23%
GCA
717
Greenwood Capital Associates
South Carolina
$398K
CAMG
718
CWA Asset Management Group
Florida
$392K +$11.1K +90 +3%
LCP
719
Legacy Capital Partners
Wisconsin
$391K -$123 -1 -0%
WC
720
Woodstock Corp
Massachusetts
$390K
FFA
721
First Foundation Advisors
California
$389K +$385K +3,127 New
GBBWRPM
722
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$386K +$1.36K +11 +0.4%
PPA
723
Parametric Portfolio Associates
Washington
$382K +$95.9K +778 +34%
WJA
724
Williams Jones & Associates
New York
$381K -$50.3K -408 -12%
SB
725
Simmons Bank
Arkansas
$380K -$436K -3,540 -54%

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.