We are live on ! Find out more
VTI icon

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
OAM
726
Oppenheimer Asset Management
New York
$380K +$301K +2,441 +396%
FNT
727
First National Trust
Pennsylvania
$379K +$93.8K +761 +33%
FCMT
728
Founders Capital Management (Texas)
Texas
$379K +$249K +2,020 +197%
CPA
729
Capital Planning Advisors
California
$378K -$1.55M -12,593 -81%
SCI
730
S&CO Inc
Massachusetts
$378K -$11.1K -90 -3%
AA
731
Alesco Advisors
New York
$378K
CIBC World Market
732
CIBC World Market
Ontario, Canada
$375K -$169K -1,375 -31%
CHJWM
733
Carlton Hofferkamp & Jenks Wealth Management
Texas
$373K
CFA
734
Cahill Financial Advisors
Minnesota
$372K +$368K +2,988 New
CYG
735
Clean Yield Group
Vermont
$371K
CCM
736
Covington Capital Management
California
$370K -$30.8K -250 -8%
I
737
IberiaBank
Louisiana
$368K +$32K +260 +10%
CWM
738
Cabot Wealth Management
Massachusetts
$366K -$148K -1,204 -29%
RMCM
739
Reynders McVeigh Capital Management
Massachusetts
$366K +$18.5K +150 +5%
TAM
740
Tocqueville Asset Management
New York
$361K
LWM
741
Lyell Wealth Management
California
$360K -$61.6K -500 -15%
AC
742
Abbrea Capital
California
$352K
SFP
743
Shepherd Financial Partners
Massachusetts
$349K -$52.2K -424 -13%
HPWM
744
Highland Private Wealth Management
Washington
$349K +$345K +2,802 New
MPM
745
Meritage Portfolio Management
Kansas
$347K +$138K +1,120 +67%
RSA
746
Robertson Stephens Advisors
California
$346K +$370 +3 +0.1%
PAS
747
Partnervest Advisory Services
California
$343K +$31.2K +253 +10%
BWA
748
BDO Wealth Advisors
Florida
$342K +$338K +2,745 New
Susquehanna International Group
749
Susquehanna International Group
Pennsylvania
$341K -$4.28M -34,732 -93%
HPC
750
HM Payson & Co
Maine
$340K +$28.8K +234 +9%

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.