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Vanguard Total Stock Market ETF

941 hedge funds and large institutions have $27.6B invested in Vanguard Total Stock Market ETF in 2017 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 389 increasing their positions, 333 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 42

17% more repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 333

8% more capital invested

Capital invested by funds: $25.6B → $27.6B (+$1.99B)

3% more funds holding

Funds holding: 912941 (+29)

0.67% more ownership

Funds ownership: 31.78%32.44% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 207208 (+1)

4% less call options, than puts

Call options by funds: $32.8M | Put options by funds: $34.3M

Holders
941
Holders Change
+29
Holders Change %
+3.18%
% of All Funds
23.46%
Holding in Top 10
208
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.48%
% of All Funds
5.19%
New
79
Increased
389
Reduced
333
Closed
42
Calls
$32.8M
Puts
$34.3M
Net Calls
-$1.47M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
726
Denver Investment Advisors
Colorado
$406K -$50.7K -400 -11%
WC
727
Woodstock Corp
Massachusetts
$405K
RPGK
728
Retirement Planning Group (Kansas)
Kansas
$403K -$11.9K -94 -3%
GBBWRPM
729
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$403K +$1.27K +10 +0.3%
SCI
730
S&CO Inc
Massachusetts
$396K +$2.79K +22 +0.7%
EWA
731
EP Wealth Advisors
California
$395K -$46.7K -369 -11%
AA
732
Alesco Advisors
New York
$394K
FCMT
733
Founders Capital Management (Texas)
Texas
$394K
CPP
734
Crow Point Partners
Massachusetts
$394K +$387K +3,055 New
AFNAS
735
American Financial Network Advisory Services
California
$389K +$380K +3,004 New
ADBIC
736
A.D. Beadell Investment Counsel
Wisconsin
$389K +$381K +3,010 New
CFA
737
Cahill Financial Advisors
Minnesota
$388K +$253 +2 +0.1%
WA
738
WESPAC Advisors
California
$388K +$379K +2,992 New
NQWM
739
Northwest Quadrant Wealth Management
Oregon
$386K +$45.8K +362 +14%
BFG
740
Beacon Financial Group
Texas
$386K +$54.1K +427 +17%
WJA
741
Williams Jones & Associates
New York
$384K -$12.3K -97 -3%
CYG
742
Clean Yield Group
Vermont
$381K
RMCM
743
Reynders McVeigh Capital Management
Massachusetts
$381K
CFD
744
Creative Financial Designs
Indiana
$380K -$37.4K -295 -9%
CIBC World Market
745
CIBC World Market
Ontario, Canada
$379K -$11K -87 -3%
TAM
746
Tocqueville Asset Management
New York
$376K
BWA
747
Burt Wealth Advisors
Maryland
$374K +$357K +2,822 +4,479%
MFP
748
Mosaic Financial Partners
California
$373K -$69.8K -551 -16%
HPWM
749
Highland Private Wealth Management
Washington
$366K +$3.29K +26 +0.9%
WA
750
WP Advisors
California
$361K -$198K -1,564 -36%

VTI Hedge Fund Activity: Q3 2017 in Review

941 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q3 2017, worth a combined $27.6B — up 7.8% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VTI positions and 42 closed out — a net gain of 37 holders — while 389 added to existing stakes and 333 trimmed.

The largest buyer was Ballentine Partners, opening a new position worth an estimated $420M. The largest seller was Kiwi Wealth Investments Limited Partnership, cutting an estimated $197M.

  • 941 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q3 2017, up from 912 in Q2 2017.
  • Funds reported $27.6B of Vanguard Total Stock Market ETF stock for Q3 2017, up 7.8% quarter-over-quarter.
  • 79 funds opened new Vanguard Total Stock Market ETF positions in Q3 2017 and 42 closed out, a net change of +37 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q3 2017 was Ballentine Partners, an estimated $420M added.
  • The largest Vanguard Total Stock Market ETF seller in Q3 2017 was Kiwi Wealth Investments Limited Partnership, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2017.