We are live on ! Find out more
VTI icon

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
OFW
76
Omnia Family Wealth
Florida
$49.9M +$2.59M +21,666 +6%
DPI
77
Diversified Portfolios Inc
Michigan
$48.9M +$974K +8,132 +2%
HA
78
Hays Advisory
Tennessee
$48.7M -$4.61M -38,493 -9%
BSWM
79
Boston Standard Wealth Management
Massachusetts
$48.6M +$1.8M +15,030 +4%
PP
80
PagnatoKarp Partners
Virginia
$48M +$19.5M +163,221 +70%
OBWP
81
O'Brien Wealth Partners
Massachusetts
$47.4M +$5.42M +45,239 +13%
CLA
82
Cranberry Lake Advisors
Texas
$47.3M +$299K +2,500 +0.6%
HighTower Advisors
83
HighTower Advisors
Illinois
$46.4M +$8.51M +71,072 +23%
SWP
84
Stratos Wealth Partners
Ohio
$45.7M +$4.38M +36,602 +11%
RJA
85
Raymond James & Associates
Florida
$45.3M +$6.6M +55,141 +17%
IA
86
IFP Advisors
Florida
$45.1M +$2.11M +17,586 +5%
RFC
87
Regions Financial Corp
Alabama
$43.6M -$648K -5,408 -1%
K
88
Kemper
Illinois
$43.4M -$33.4M -278,591 -44%
JMPWA
89
JP Morgan Private Wealth Advisors
California
$42.6M +$10.7M +89,675 +34%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$42.2M +$1.77M +14,768 +4%
ZF
91
Zhang Financial
Michigan
$41.7M -$1.24M -10,378 -3%
LW
92
Linscomb Wealth
Texas
$41.4M -$162K -1,356 -0.4%
ST
93
Sageworth Trust
Pennsylvania
$41.2M +$3.21M +26,771 +9%
CWM
94
Circle Wealth Management
New Jersey
$38.3M +$4.12M +34,435 +12%
BIAS
95
Beacon Investment Advisory Services
New Jersey
$36.5M +$482K +4,026 +1%
VFP
96
Verus Financial Partners
Virginia
$36.3M +$22M +184,019 +159%
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$35.5M -$2.29M -19,133 -6%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$34.7M +$6.63M +55,331 +24%
NPC
99
National Planning Corporation
California
$34.6M +$1.55M +12,908 +5%
CW
100
Cabot-Wellington
Massachusetts
$33.8M +$11.4M +95,030 +53%

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.