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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
DAM
876
Delta Asset Management
Tennessee
$60K
SIAS
877
Shine Investment Advisory Services
Colorado
$58K +$57.3K +465 New
M
878
MOTCO
Texas
$56K
PFBT
879
Parkside Financial Bank & Trust
Missouri
$54K +$31.2K +253 +140%
AFIA
880
America First Investment Advisors
Nebraska
$53K +$123 +1 +0.2%
FMP
881
Financial Management Professionals
Texas
$52K +$246 +2 +0.5%
MLFP
882
MPS Loria Financial Planners
Illinois
$52K +$50.4K +409 New
UWPG
883
Ullmann Wealth Partners Group
Florida
$52K +$51.8K +420 New
JGIA
884
Jackson Grant Investment Advisers
Connecticut
$44K +$43.7K +355 New
PWM
885
Perigon Wealth Management
California
$43K -$6.16K -50 -13%
PSUF
886
People's United Financial
Connecticut
$41K -$386K -3,130 -91%
AIM
887
Arcadia Investment Management
Michigan
$40K
LWCFA
888
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K
FC
889
Ferris Capital
Massachusetts
$37K +$37.1K +301 New
FFW
890
Fusion Family Wealth
New York
$35K
CT
891
Clearstead Trust
Maine
$29K +$28.5K +231 New
TSW
892
Thompson Siegel & Walmsley
Virginia
$26K -$1.23M -9,954 -98%
MCM
893
MV Capital Management
Maryland
$25K
IP
894
Intellectus Partners
California
$23K +$22.8K +185 New
Simplex Trading
895
Simplex Trading
Illinois
$22K +$21.9K +178 New
MIM
896
Macroview Investment Management
Maryland
$21K +$20.8K +169 New
CHP
897
Cable Hill Partners
Oregon
$20K
KF
898
Krilogy Financial
Missouri
$20K +$3.45K +28 +20%
LF
899
Lee Financial
Texas
$19K
AW
900
Alpha Windward
Massachusetts
$17K

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.