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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
PPFA
51
Provida Pension Fund Administrator
Chile
$85.9M +$84.8M +708,124 New
UCFA
52
United Capital Financial Advisors
Texas
$84.6M -$563K -4,699 -0.7%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$84.4M +$2.43M +20,276 +3%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$81.4M +$9.54M +79,622 +13%
SHWM
55
Smith & Howard Wealth Management
Georgia
$81.1M +$114K +956 +0.1%
RCWVOTCITCONY
56
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$77M
AAS
57
Annex Advisory Services
Wisconsin
$72.5M +$3.49M +29,144 +5%
CCM
58
Carlson Capital Management
Minnesota
$72.4M +$2.37M +19,814 +3%
EFS
59
Edelman Financial Services
Virginia
$69.2M +$205K +1,713 +0.3%
USAA
60
United Services Automobile Association
Texas
$68M +$14.6M +122,080 +28%
SFA
61
Sequoia Financial Advisors
Ohio
$67.6M +$8.75M +73,067 +15%
AG
62
Advisor Group
Arizona
$67.3M +$714K +5,965 +1%
TWM
63
Tanglewood Wealth Management
Texas
$67.2M +$22.8M +190,231 +52%
F
64
Filament
Washington
$65.4M +$840K +7,014 +1%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$62.1M -$443K -3,700 -0.7%
FAAS
66
First Allied Advisory Services
California
$61.2M +$5.58M +46,627 +10%
M&T Bank
67
M&T Bank
New York
$61.2M -$12.3M -102,576 -17%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$61M -$1.84M -15,331 -3%
B
69
Bailard
California
$57.9M +$63.1K +527 +0.1%
CPO
70
Cerity Partners OCIO
New York
$53.1M +$1.04M +8,666 +2%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$52.7M -$5.12M -42,762 -9%
WCM
72
Windham Capital Management
Massachusetts
$52.5M +$10.8M +90,169 +26%
SB
73
Suntrust Banks
Georgia
$51.9M +$3.16M +26,350 +7%
FNBTCON
74
First National Bank & Trust Co of Newtown
Pennsylvania
$51.4M +$960K +8,016 +2%
BCI
75
Brinker Capital Investments
Pennsylvania
$51M +$8.2M +68,500 +19%

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.