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Vanguard Total Stock Market ETF

1,105 hedge funds and large institutions have $32.6B invested in Vanguard Total Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 481 increasing their positions, 375 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $90.3M | Put options by funds: $51.8M

28% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 375

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $30.8B → $32.6B (+$1.83B)

3.14% more ownership

Funds ownership: 33.49%36.63% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 229229 (0)

0% less funds holding

Funds holding: 1,1071,105 (-2)

Holders
1,105
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
25.3%
Holding in Top 10
229
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
5.24%
New
59
Increased
481
Reduced
375
Closed
50
Calls
$90.3M
Puts
$51.8M
Net Calls
+$38.5M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
801
Highland Private Wealth Management
Washington
$512K +$509K +3,648 New
MAS
802
Managed Account Services
Florida
$511K -$7.53K -54 -1%
ACG
803
Allen Capital Group
Nebraska
$511K
EWA
804
EP Wealth Advisors
California
$500K +$64.9K +465 +15%
ABP
805
Arthur B. Page
$495K -$38.4K -275 -7%
BCA
806
Bay Colony Advisors
Massachusetts
$494K +$491K +3,517 New
AWM
807
Altium Wealth Management
New York
$491K -$152K -1,089 -24%
KFGK
808
Keystone Financial Group (Kentucky)
Kentucky
$491K -$107K -770 -18%
TCM
809
TD Capital Management
Tennessee
$491K +$43.5K +312 +10%
SA
810
Sicart Associates
New York
$488K
LA
811
LVW Advisors
New York
$485K -$22.3K -160 -4%
CIA
812
Choate Investment Advisors
Massachusetts
$483K
BS
813
Boenning & Scattergood
Pennsylvania
$479K +$476K +3,409 New
PWA
814
Peterson Wealth Advisors
Utah
$476K -$200K -1,435 -30%
First Manhattan
815
First Manhattan
New York
$476K
CBA
816
Coastal Bridge Advisors
Connecticut
$474K
CPA
817
Court Place Advisors
Maryland
$472K +$37K +265 +9%
BWA
818
BDO Wealth Advisors
Florida
$465K +$62.2K +446 +16%
EFSCE
819
Enterprise Financial Services Corp (EFSC)
Missouri
$464K
PFBT
820
Parkside Financial Bank & Trust
Missouri
$459K +$29.2K +209 +7%
PWAG
821
Polaris Wealth Advisory Group
California
$455K -$744K -5,333 -61%
ZIC
822
ZWJ Investment Counsel
Georgia
$454K
FCAG
823
First Capital Advisors Group
New Jersey
$453K -$94.4K -677 -17%
SF
824
Susquehanna Foundation
Pennsylvania
$449K +$55.8K +400 +14%
AP
825
Atwood & Palmer
Missouri
$449K +$97.7K +700 +28%

VTI Hedge Fund Activity: Q2 2018 in Review

1,105 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q2 2018, worth a combined $32.6B — up 6% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VTI positions and 50 closed out — a net gain of 9 holders — while 481 added to existing stakes and 375 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $2.95B. The largest seller was Allworth Financial, cutting an estimated $337M.

  • 1,105 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q2 2018, down from 1,107 in Q1 2018.
  • Funds reported $32.6B of Vanguard Total Stock Market ETF stock for Q2 2018, up 6% quarter-over-quarter.
  • 59 funds opened new Vanguard Total Stock Market ETF positions in Q2 2018 and 50 closed out, a net change of +9 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $2.95B added.
  • The largest Vanguard Total Stock Market ETF seller in Q2 2018 was Allworth Financial, an estimated $337M sold.

Based on aggregated 13F filings for Q2 2018.