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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
FFSOTS
801
Fiduciary Financial Services of The Southwest
Texas
$220K -$76.6K -640 -26%
MC
802
Matisse Capital
Oregon
$219K +$216K +1,805 New
FIM
803
Freedom Investment Management
Connecticut
$218K -$10.2K -85 -5%
HCIA
804
Hochman Cole Investment Advisors
Illinois
$216K -$19.6K -164 -8%
LSC
805
Lesa Sroufe & Co
Washington
$216K +$213K +1,780 New
PWM
806
Patriot Wealth Management
Texas
$213K -$69.5K -580 -25%
SC
807
Scotia Capital
Ontario, Canada
$209K -$43.6K -364 -17%
PP
808
Patten & Patten
Tennessee
$209K -$13.3K -111 -6%
BWFM
809
Bridgewater Wealth & Financial Management
Maryland
$209K +$207K +1,726 New
CAPTRUST Financial Advisors
810
CAPTRUST Financial Advisors
North Carolina
$208K -$13.2K -110 -6%
WSFS
811
Wilmington Savings Fund Society
Delaware
$207K -$10.2K -85 -5%
DCM
812
Donaldson Capital Management
Indiana
$207K +$205K +1,708 New
AW
813
ACG Wealth
Georgia
$206K +$204K +1,702 New
TAIM
814
TD Ameritrade Investment Management
Nebraska
$205K +$183K +1,531 +957%
Toronto Dominion Bank
815
Toronto Dominion Bank
Ontario, Canada
$204K +$15.3K +128 +8%
GT
816
Greenleaf Trust
Michigan
$203K +$200K +1,670 New
B
817
BancorpSouth
Mississippi
$203K +$200K +1,671 New
GWCM
818
Godshalk Welsh Capital Management
Pennsylvania
$202K +$199K +1,665 New
MPM
819
Meritage Portfolio Management
Kansas
$202K +$200K +1,666 New
BKA
820
Brick & Kyle Associates
Pennsylvania
$186K +$359 +3 +0.2%
IPC
821
Independent Portfolio Consultants
Florida
$184K
BBHC
822
Brown Brothers Harriman & Co
New York
$184K +$21.2K +177 +13%
AIM
823
Acropolis Investment Management
Missouri
$183K -$7.79K -65 -4%
SPIA
824
Steward Partners Investment Advisory
New York
$183K +$181K +1,514 New
BL
825
Balentine LLC
Georgia
$181K

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.