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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
IF
876
Ironwood Financial
Arizona
$134K +$1.01K +8 +0.8%
HT
877
Heritage Trust
Oklahoma
$131K
PCP
878
Proficio Capital Partners
Massachusetts
$130K
YWP
879
YorkBridge Wealth Partners
New York
$127K -$23.3K -184 -16%
RE
880
RBC Europe
United Kingdom
$126K +$123K +969 New
HWP
881
Hefty Wealth Partners
Indiana
$124K -$8.15M -64,360 -99%
SIM
882
Sonora Investment Management
Arizona
$124K +$22.4K +177 +23%
WEC
883
Winslow Evans & Crocker
Massachusetts
$120K -$534K -4,214 -82%
Financial Engines Advisors
884
Financial Engines Advisors
California
$118K +$116K +912 New
AIP
885
Ameritas Investment Partners
Nebraska
$115K +$760 +6 +0.7%
IFA
886
Interactive Financial Advisors
Illinois
$113K -$8.35M -65,914 -99%
IAS
887
INR Advisory Services
Pennsylvania
$113K
TDC
888
Thompson Davis & Co
Virginia
$112K +$7.98K +63 +8%
AWM
889
Avior Wealth Management
Nebraska
$110K +$107K +846 New
CWM
890
Cranbrook Wealth Management
Michigan
$103K
SFSIG
891
San Francisco Sentry Investment Group
California
$103K +$100K +792 New
CCM
892
Cribstone Capital Management
Maine
$96K
VC
893
Vestor Capital
Illinois
$91K -$214K -1,688 -71%
BIMC
894
Benson Investment Management Company
Virginia
$91K
FA
895
Financial Advantage
Maryland
$91K +$88.7K +700 New
Retirement Systems of Alabama
896
Retirement Systems of Alabama
Alabama
$87K +$16.5K +130 +24%
SA
897
SRH Advisors
Kansas
$86K -$3.04K -24 -4%
WAS
898
WESPAC Advisors SoCal
California
$84K
IWMA
899
Ironwood Wealth Management (Arizona)
Arizona
$83K +$80.7K +637 New
GWS
900
Glassman Wealth Services
Virginia
$75K

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.