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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
LWCFA
876
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K +$18.6K +155 +103%
FFW
877
Fusion Family Wealth
New York
$34K +$33.3K +278 New
CFN
878
Cordasco Financial Network
Florida
$29K +$29K +242 New
MCM
879
MV Capital Management
Maryland
$24K +$24K +200 New
SAM
880
Shamrock Asset Management
Texas
$23K +$22.8K +190 New
PFBT
881
Parkside Financial Bank & Trust
Missouri
$22K
CHP
882
Cable Hill Partners
Oregon
$20K +$2.52K +21 +15%
KKAMG
883
Kernodle & Katon Asset Management Group
Arkansas
$19K
LF
884
Lee Financial
Texas
$19K
AW
885
Alpha Windward
Massachusetts
$16K
KF
886
Krilogy Financial
Missouri
$16K
SIAP
887
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K
VWM
888
Valley Wealth Managers
New Jersey
$13K
SPIA
889
Strategic Point Investment Advisors
Rhode Island
$12.1K -$59.9K -500 -0.5%
VIA
890
Vantage Investment Advisors
Pennsylvania
$12K
GWS
891
Glassman Wealth Services
Virginia
$12K +$12K +100 New
CIM
892
Contravisory Investment Management
Massachusetts
$11K -$7.67K -64 -41%
VCM
893
Vivaldi Capital Management
Illinois
$8.06K +$26.8M +223,817 New
BWA
894
Burt Wealth Advisors
Maryland
$8K
BRC
895
Bell Rock Capital
Delaware
$7K +$120 +1 +2%
FMTCOCP
896
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.37K
HI
897
Hudock Inc
Pennsylvania
$4K -$209K -1,749 -98%
First Manhattan
898
First Manhattan
New York
$4K
GI
899
Gradient Investments
Minnesota
$3K -$2.16K -18 -42%
MBA
900
McQueen Ball & Associates
Pennsylvania
$1.85K +$8.14K +68 +0.4%

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.