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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
DPI
76
Diversified Portfolios Inc
Michigan
$51.2M +$1.06M +8,593 +2%
BSWM
77
Boston Standard Wealth Management
Massachusetts
$51M +$1.05M +8,529 +2%
AP
78
Agilis Partners
Massachusetts
$50M +$39.9M +323,970 +416%
OBWP
79
O'Brien Wealth Partners
Massachusetts
$49.9M +$1.32M +10,700 +3%
HighTower Advisors
80
HighTower Advisors
Illinois
$49.2M +$1.57M +12,731 +3%
VFP
81
Verus Financial Partners
Virginia
$48.8M +$11.4M +92,228 +31%
CLA
82
Cranberry Lake Advisors
Texas
$48.5M
RJA
83
Raymond James & Associates
Florida
$48.3M +$1.75M +14,206 +4%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$47.9M +$4.18M +33,949 +10%
PP
85
PagnatoKarp Partners
Virginia
$47.2M -$2.03M -16,460 -4%
CW
86
Cabot-Wellington
Massachusetts
$47M +$12M +96,990 +35%
OFW
87
Omnia Family Wealth
Florida
$46.4M -$4.74M -38,451 -9%
ST
88
Sageworth Trust
Pennsylvania
$46.4M +$4.02M +32,614 +10%
BJL
89
Brighton Jones LLC
Washington
$46.3M +$45.9M +372,107 New
PCA
90
Personal Capital Advisors
California
$46.3M +$14.3M +115,832 +45%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$45.8M +$2.48M +20,164 +6%
HA
92
Hays Advisory
Tennessee
$45.3M -$4.63M -37,611 -9%
IA
93
IndexIQ Advisors
New York
$43.7M +$41.7M +338,009 +2,591%
RFC
94
Regions Financial Corp
Alabama
$43.7M -$1.04M -8,444 -2%
LW
95
Linscomb Wealth
Texas
$42.4M -$94.4K -766 -0.2%
BTS
96
BB&T Securities
Virginia
$42.1M +$22.1M +179,541 +113%
CWM
97
Circle Wealth Management
New Jersey
$40.5M +$1.21M +9,855 +3%
CG
98
Caprock Group
Idaho
$38.6M +$7.42M +60,175 +24%
ZF
99
Zhang Financial
Michigan
$37.8M +$795K +6,451 +2%
K
100
Kemper
Illinois
$36.9M -$7.52M -61,007 -17%

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.