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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
DC
751
Davenport & Co
Virginia
$331K +$328K +2,663 New
MFW
752
Mosaic Family Wealth
Missouri
$328K +$370 +3 +0.1%
HCP
753
Holt Capital Partners
Texas
$327K
AWA
754
ARS Wealth Advisors
Florida
$326K +$323K +2,621 New
DDC
755
DF Dent & Co
Maryland
$325K
RT
756
Rockland Trust
Massachusetts
$324K +$73.9K +600 +30%
SC
757
Scotia Capital
Ontario, Canada
$324K +$108K +878 +51%
NQWM
758
Northwest Quadrant Wealth Management
Oregon
$323K +$24.9K +202 +9%
MAM
759
Meeder Asset Management
Ohio
$323K +$33.8K +274 +12%
FWP
760
Fiduciary Wealth Partners
Massachusetts
$321K +$739 +6 +0.2%
IC
761
Investment Counsel
Michigan
$319K -$49.3K -400 -14%
BFG
762
Beacon Financial Group
Texas
$317K
BG
763
Bahl & Gaynor
Ohio
$317K +$123 +1 +0%
NFG
764
NewFocus Financial Group
Washington
$316K -$3.7K -30 -1%
WSTAM
765
Wilbanks Smith & Thomas Asset Management
Virginia
$314K +$493 +4 +0.2%
WPIC
766
White Pine Investment Company
Michigan
$313K -$352K -2,855 -53%
JAFL
767
Jay A. Fishman Ltd
Michigan
$311K
IIC
768
Ironwood Investment Counsel
Arizona
$310K
CA
769
Capital Advantage
California
$309K -$94.3K -765 -24%
BCA
770
Benchmark Capital Advisors
New York
$309K -$6.16K -50 -2%
DWM
771
Darwin Wealth Management
Florida
$308K +$305K +2,472 New
TA
772
Tiedemann Advisors
New York
$307K +$304K +2,467 New
IFAM
773
Institutional & Family Asset Management
Colorado
$306K +$1.11K +9 +0.4%
BSWMG
774
Barrington Strategic Wealth Management Group
Illinois
$304K +$301K +2,443 New
OIA
775
Optimum Investment Advisors
Illinois
$302K

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.