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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
LWA
901
Lenox Wealth Advisors
New York
$73K
IIC
902
Integrated Investment Consultants
Michigan
$72K
FA
903
Fortis Advisors
Pennsylvania
$72K +$70.5K +557 New
LA
904
Legacy Advisors
Pennsylvania
$70K
BAM
905
Barrett Asset Management
New York
$65K
DAM
906
Delta Asset Management
Tennessee
$63K
SIAS
907
Shine Investment Advisory Services
Colorado
$60K
M
908
MOTCO
Texas
$58K
AFIA
909
America First Investment Advisors
Nebraska
$55K +$127 +1 +0.2%
JGIA
910
Jackson Grant Investment Advisers
Connecticut
$46K +$127 +1 +0.3%
PWM
911
Perigon Wealth Management
California
$45K
AIM
912
Arcadia Investment Management
Michigan
$41K
LWCFA
913
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K
BWL
914
Bogart Wealth LLC
Virginia
$34K +$32.4K +256 New
LWA
915
Lowe Wealth Advisors
Maryland
$34K +$32.9K +260 New
HCA
916
Horan Capital Advisors
Ohio
$34K +$33.2K +262 New
FFW
917
Fusion Family Wealth
New York
$31K -$4.43K -35 -13%
OIA
918
OneDigital Investment Advisors
Kansas
$30K -$638K -5,036 -96%
IP
919
Intellectus Partners
California
$30K +$12.2K +96 +52%
TSW
920
Thompson Siegel & Walmsley
Virginia
$27K +$127 +1 +0.5%
MCM
921
MV Capital Management
Maryland
$26K
SAM
922
Shamrock Asset Management
Texas
$25K +$24.1K +190 New
WWM
923
Willingdon Wealth Management
North Carolina
$25K +$24.1K +190 New
BCMIO
924
Beacon Capital Management Inc (Ohio)
Ohio
$23K +$22.4K +177 New
MIM
925
Macroview Investment Management
Maryland
$22K

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.