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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
CAG
851
Crestwood Advisors Group
Massachusetts
$92K +$89.8K +750 New
TDC
852
Thompson Davis & Co
Virginia
$87K -$12K -100 -12%
MWM
853
Mascoma Wealth Management
New Hampshire
$87K
BIMC
854
Benson Investment Management Company
Virginia
$85K
CBT
855
Central Bank & Trust
Kentucky
$85K
VC
856
Vestor Capital
Illinois
$85K
IWM
857
IHT Wealth Management
Illinois
$83K -$567K -4,736 -76%
SIM
858
Sonora Investment Management
Arizona
$80.9K
OAM
859
Oppenheimer Asset Management
New York
$75K +$73.8K +616 New
LWA
860
Lenox Wealth Advisors
New York
$69K -$36.2K -302 -35%
IIC
861
Integrated Investment Consultants
Michigan
$68K
LA
862
Legacy Advisors
Pennsylvania
$65K
TFO
863
Tarbox Family Office
California
$61K
BAM
864
Barrett Asset Management
New York
$61K +$60K +501 New
DAM
865
Delta Asset Management
Tennessee
$59K -$47.9K -400 -45%
WP
866
WealthPLAN Partners
Nebraska
$58.2K +$57.8K +483 New
M
867
MOTCO
Texas
$55K
GBT
868
Grove Bank & Trust
Florida
$53K -$878K -7,335 -94%
SLF
869
Sun Life Financial
Ontario, Canada
$52.4K +$762K +6,362 New
AFIA
870
America First Investment Advisors
Nebraska
$52K +$120 +1 +0.2%
FMP
871
Financial Management Professionals
Texas
$51K +$240 +2 +0.5%
PWM
872
Perigon Wealth Management
California
$48K
Retirement Systems of Alabama
873
Retirement Systems of Alabama
Alabama
$48K +$5.03K +42 +12%
MCM
874
McRae Capital Management
New Jersey
$42K +$41.9K +350 New
AIM
875
Arcadia Investment Management
Michigan
$39K

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.