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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
PP
826
Patten & Patten
Tennessee
$214K
PWM
827
Patriot Wealth Management
Texas
$213K -$5.67K -46 -3%
ATC
828
Argent Trust Co
Tennessee
$213K +$211K +1,709 New
WSFS
829
Wilmington Savings Fund Society
Delaware
$212K -$246 -2 -0.1%
Toronto Dominion Bank
830
Toronto Dominion Bank
Ontario, Canada
$209K
B
831
BancorpSouth
Mississippi
$208K
FFSOTS
832
Fiduciary Financial Services of The Southwest
Texas
$207K -$17.9K -145 -8%
ERIM
833
Eagle Ridge Investment Management
Connecticut
$207K +$205K +1,667 New
AWE
834
Avidian Wealth Enterprises
Texas
$205K +$203K +1,649 New
GIA
835
Granite Investment Advisors
New Hampshire
$204K +$197K +1,600 New
AP
836
Appleton Partners
Massachusetts
$204K +$202K +1,641 New
RCG
837
Ruggie Capital Group
Florida
$203K +$201K +1,635 New
SMH
838
Sanders Morris Harris
Texas
$201K +$199K +1,612 New
EWM
839
Evermay Wealth Management
Virginia
$200K +$198K +1,607 New
SCA
840
Sage Capital Advisors
South Dakota
$200K +$199K +1,611 New
IPC
841
Independent Portfolio Consultants
Florida
$190K +$1.23K +10 +0.7%
NA
842
NewEdge Advisors
Louisiana
$181K +$179K +1,451 New
BBHC
843
Brown Brothers Harriman & Co
New York
$177K -$10.8K -88 -6%
MSWM
844
Mader & Shannon Wealth Management
Missouri
$176K +$175K +1,421 New
QCMNJ
845
Quantum Capital Management (New Jersey)
New Jersey
$170K -$15.4K -125 -8%
CAM
846
Close Asset Management
United Kingdom
$162K
MSFP
847
Mark Sheptoff Financial Planning
Connecticut
$157K -$123 -1 -0.1%
BWM
848
Baystate Wealth Management
Massachusetts
$157K +$16.4K +133 +12%
AACR
849
ACR Alpine Capital Research
Missouri
$155K
FPFS
850
First Personal Financial Services
North Carolina
$149K +$39.6K +321 +37%

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.