We are live on ! Find out more
VTI icon

Vanguard Total Stock Market ETF

941 hedge funds and large institutions have $27.6B invested in Vanguard Total Stock Market ETF in 2017 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 389 increasing their positions, 333 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 42

17% more repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 333

8% more capital invested

Capital invested by funds: $25.6B → $27.6B (+$1.99B)

3% more funds holding

Funds holding: 912941 (+29)

0.67% more ownership

Funds ownership: 31.78%32.44% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 207208 (+1)

4% less call options, than puts

Call options by funds: $32.8M | Put options by funds: $34.3M

Holders
941
Holders Change
+29
Holders Change %
+3.18%
% of All Funds
23.46%
Holding in Top 10
208
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.48%
% of All Funds
5.19%
New
79
Increased
389
Reduced
333
Closed
42
Calls
$32.8M
Puts
$34.3M
Net Calls
-$1.47M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMC
826
Heritage Investors Management Corp
Maryland
$249K -$169K -1,334 -41%
FPCP
827
Fort Point Capital Partners
California
$249K -$26.3K -208 -10%
SXL
828
Summit X LLC
Missouri
$245K
CHP
829
Cable Hill Partners
Oregon
$245K +$219K +1,732 +1,076%
FFA
830
Fragasso Financial Advisors
Pennsylvania
$243K +$237K +1,875 New
EWA
831
Exencial Wealth Advisors
Oklahoma
$243K +$238K +1,878 New
EC
832
Estate Counselors
Wisconsin
$238K
PP
833
Patten & Patten
Tennessee
$238K +$15.5K +122 +7%
KFA
834
Kelleher Financial Advisors
New York
$237K -$4.18K -33 -2%
SFSG
835
Stearns Financial Services Group
North Carolina
$228K -$238K -1,883 -52%
WA
836
Waverly Advisors
Alabama
$225K +$220K +1,737 New
YP
837
Yellowstone Partners
Idaho
$224K +$219K +1,728 New
WSFS
838
Wilmington Savings Fund Society
Delaware
$221K
FG
839
Fiduciary Group
Georgia
$221K +$217K +1,710 New
AW
840
ACG Wealth
Georgia
$220K -$87.3K -689 -29%
BL
841
Balentine LLC
Georgia
$218K +$213K +1,680 New
PGFC
842
Peapack-Gladstone Financial Corp
New Jersey
$218K -$8.87K -70 -4%
HCC
843
Hirtle Callaghan & Co
Pennsylvania
$217K -$13.3K -105 -6%
DWM
844
Destination Wealth Management
California
$216K -$922K -7,278 -81%
B
845
BancorpSouth
Mississippi
$216K
FFSOTS
846
Fiduciary Financial Services of The Southwest
Texas
$216K
UWPG
847
Ullmann Wealth Partners Group
Florida
$216K +$193K +1,527 +364%
ACM
848
Azimuth Capital Management
Michigan
$214K +$209K +1,650 New
AP
849
Appleton Partners
Massachusetts
$213K
VAM
850
Verity Asset Management
North Carolina
$210K +$205K +1,618 New

VTI Hedge Fund Activity: Q3 2017 in Review

941 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q3 2017, worth a combined $27.6B — up 7.8% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VTI positions and 42 closed out — a net gain of 37 holders — while 389 added to existing stakes and 333 trimmed.

The largest buyer was Ballentine Partners, opening a new position worth an estimated $420M. The largest seller was Kiwi Wealth Investments Limited Partnership, cutting an estimated $197M.

  • 941 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q3 2017, up from 912 in Q2 2017.
  • Funds reported $27.6B of Vanguard Total Stock Market ETF stock for Q3 2017, up 7.8% quarter-over-quarter.
  • 79 funds opened new Vanguard Total Stock Market ETF positions in Q3 2017 and 42 closed out, a net change of +37 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q3 2017 was Ballentine Partners, an estimated $420M added.
  • The largest Vanguard Total Stock Market ETF seller in Q3 2017 was Kiwi Wealth Investments Limited Partnership, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2017.