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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
LC
926
Lourd Capital
California
-$2.1M -17,288 Closed
PFM
927
Phillips Financial Management
Indiana
-$1.99M -16,625 Closed
NHC
928
Nicholas Hoffman & Company
Georgia
-$1.61M -13,304 Closed
NEIRG
929
New England Investment & Retirement Group
Massachusetts
-$1.32M -10,879 Closed
Fisher Asset Management
930
Fisher Asset Management
Washington
-$1.22M -10,069 Closed
EWA
931
Exencial Wealth Advisors
Oklahoma
-$871K -7,243 Closed
Cerity Partners
932
Cerity Partners
New York
-$791K -6,523 Closed
SKK
933
Shepherd Kaplan Krochuk
Massachusetts
-$728K -6,000 Closed
AIA
934
Allegis Investment Advisors
Idaho
-$703K -5,796 Closed
FG
935
Fiduciary Group
Georgia
-$650K -5,359 Closed
EP
936
Edgestream Partners
New Jersey
-$611K -5,034 Closed
WGCA
937
Wolf Group Capital Advisors
Virginia
-$604K -4,976 Closed
SIC
938
Salem Investment Counselors
North Carolina
-$489K -3,895 Closed
TW
939
Transform Wealth
Colorado
-$468K -3,860 Closed
CCFCSB
940
Cape Cod Five Cents Savings Bank
Massachusetts
-$333K -2,747 Closed
BHWM
941
Bar Harbor Wealth Management
New Hampshire
-$311K -2,558 Closed
TCM
942
Tuttle Capital Management
Connecticut
-$298K -2,457 Closed
AC
943
AFAM Capital
Texas
-$279K -2,299 Closed
GLA
944
Great Lakes Advisors
Illinois
-$259K -2,138 Closed
CS
945
Credit Suisse
Switzerland
-$243K -2,000 Closed
RT
946
Reliance Trust
Georgia
-$238K -1,964 Closed
SQA
947
Simon Quick Advisors
New Jersey
-$223K -1,840 Closed
FIM
948
Freedom Investment Management
Connecticut
-$218K -1,798 Closed
LSC
949
Lesa Sroufe & Co
Washington
-$216K -1,780 Closed
GT
950
Greenleaf Trust
Michigan
-$203K -1,670 Closed

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.