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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
YWP
851
YorkBridge Wealth Partners
New York
$145K +$37K +300 +35%
CFG
852
Citizens Financial Group
Rhode Island
$141K
MRCM
853
M&R Capital Management
New Jersey
$135K +$9.98K +81 +8%
IF
854
Ironwood Financial
Arizona
$128K +$616 +5 +0.5%
PCP
855
Proficio Capital Partners
Massachusetts
$127K
HT
856
Heritage Trust
Oklahoma
$126K
AIP
857
Ameritas Investment Partners
Nebraska
$110K +$1.23K +10 +1%
IAS
858
INR Advisory Services
Pennsylvania
$108K
TDC
859
Thompson Davis & Co
Virginia
$100K +$10.5K +85 +12%
NIC
860
Northwest Investment Counselors
Oregon
$100K +$99.4K +807 New
CWM
861
Cranbrook Wealth Management
Michigan
$99K -$6.29K -51 -6%
SIM
862
Sonora Investment Management
Arizona
$96.7K +$13.6K +110 +16%
CCM
863
Cribstone Capital Management
Maine
$93K -$27.1K -220 -23%
BIMC
864
Benson Investment Management Company
Virginia
$87K
CBT
865
Central Bank & Trust
Kentucky
$87K
SA
866
SRH Advisors
Kansas
$85K -$43K -349 -34%
WAS
867
WESPAC Advisors SoCal
California
$81K +$80.7K +655 New
CPIG
868
Chicago Partners Investment Group
Illinois
$73K -$33.9K -275 -31%
GWS
869
Glassman Wealth Services
Virginia
$72K +$59.1K +480 +480%
LWA
870
Lenox Wealth Advisors
New York
$70K
IIC
871
Integrated Investment Consultants
Michigan
$69K
LA
872
Legacy Advisors
Pennsylvania
$67K
Retirement Systems of Alabama
873
Retirement Systems of Alabama
Alabama
$67K +$18.5K +150 +38%
BAM
874
Barrett Asset Management
New York
$62K
TFO
875
Tarbox Family Office
California
$62K

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.