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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
RSA
726
Robertson Stephens Advisors
California
$337K -$131K -1,094 -28%
CCFCSB
727
Cape Cod Five Cents Savings Bank
Massachusetts
$333K -$77.8K -650 -19%
I
728
IberiaBank
Louisiana
$328K +$323K +2,700 New
HCP
729
Holt Capital Partners
Texas
$319K
MFW
730
Mosaic Family Wealth
Missouri
$319K +$359 +3 +0.1%
DDC
731
DF Dent & Co
Maryland
$317K
FWP
732
Fiduciary Wealth Partners
Massachusetts
$312K +$1.2K +10 +0.4%
NFG
733
NewFocus Financial Group
Washington
$311K -$114K -950 -27%
BHWM
734
Bar Harbor Wealth Management
New Hampshire
$311K +$719 +6 +0.2%
IIC
735
Ironwood Investment Counsel
Arizona
$310K -$18.3K -153 -6%
BFG
736
Beacon Financial Group
Texas
$309K
BG
737
Bahl & Gaynor
Ohio
$309K +$15.9K +133 +6%
BCA
738
Benchmark Capital Advisors
New York
$307K -$5.99K -50 -2%
WSTAM
739
Wilbanks Smith & Thomas Asset Management
Virginia
$305K -$890K -7,433 -75%
LWM
740
LBA Wealth Management
Florida
$304K +$24K +200 +9%
JAFL
741
Jay A. Fishman Ltd
Michigan
$303K +$299K +2,500 New
PAS
742
Partnervest Advisory Services
California
$303K -$33.1K -276 -10%
HPC
743
HM Payson & Co
Maine
$303K
TCM
744
Tuttle Capital Management
Connecticut
$298K +$294K +2,457 New
DSC
745
Duncker Streett & Co
Missouri
$297K +$1.08K +9 +0.4%
IFAM
746
Institutional & Family Asset Management
Colorado
$297K +$75.2K +628 +34%
CPA
747
Clear Perspective Advisors
Illinois
$296K +$194K +1,620 +197%
PIM
748
Provident Investment Management
Michigan
$295K -$18.1K -151 -6%
OIA
749
Optimum Investment Advisors
Illinois
$295K +$120 +1 +0%
GIP
750
Greatmark Investment Partners
Georgia
$289K

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.