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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
QCMNJ
826
Quantum Capital Management (New Jersey)
New Jersey
$180K
HFM
827
Hartford Financial Management
Connecticut
$170K +$168K +1,405 New
CAM
828
Close Asset Management
United Kingdom
$158K
MSFP
829
Mark Sheptoff Financial Planning
Connecticut
$153K +$120 +1 +0.1%
AACR
830
ACR Alpine Capital Research
Missouri
$151K
BIG
831
Bellwether Investment Group
Tennessee
$146K -$134K -1,121 -48%
IFA
832
Interactive Financial Advisors
Illinois
$139K -$14K -117 -9%
CFG
833
Citizens Financial Group
Rhode Island
$137K +$136K +1,133 New
BWM
834
Baystate Wealth Management
Massachusetts
$133K +$42.6K +356 +47%
CFD
835
Creative Financial Designs
Indiana
$128K -$288K -2,403 -69%
SA
836
SRH Advisors
Kansas
$125K +$4.79K +40 +4%
PCP
837
Proficio Capital Partners
Massachusetts
$124K
IF
838
Ironwood Financial
Arizona
$124K +$7.31K +61 +6%
FCMT
839
Founders Capital Management (Texas)
Texas
$124K +$123K +1,025 New
HT
840
Heritage Trust
Oklahoma
$123K +$121K +1,013 New
MRCM
841
M&R Capital Management
New Jersey
$121K
CCM
842
Cribstone Capital Management
Maine
$117K -$12K -100 -9%
AWM
843
Avior Wealth Management
Nebraska
$112K -$2.16K -18 -2%
CPIG
844
Chicago Partners Investment Group
Illinois
$108K +$120 +1 +0.1%
FPFS
845
First Personal Financial Services
North Carolina
$107K
IAS
846
INR Advisory Services
Pennsylvania
$106K -$9.7K -81 -9%
AIP
847
Ameritas Investment Partners
Nebraska
$106K +$1.92K +16 +2%
YWP
848
YorkBridge Wealth Partners
New York
$106K +$15.6K +130 +18%
CWM
849
Cranbrook Wealth Management
Michigan
$103K -$13.7K -114 -12%
TCOV
850
Trust Company of Vermont
Vermont
$99K +$16.5K +138 +20%

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.