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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
IA
76
IFP Advisors
Florida
$55M +$53.8M +424,702 New
HighTower Advisors
77
HighTower Advisors
Illinois
$53.9M +$2.65M +20,917 +5%
DPI
78
Diversified Portfolios Inc
Michigan
$53.6M +$260K +2,053 +0.5%
WCM
79
Windham Capital Management
Massachusetts
$53.3M -$1.74M -13,778 -3%
BSWM
80
Boston Standard Wealth Management
Massachusetts
$53.2M +$224K +1,769 +0.4%
ST
81
Sageworth Trust
Pennsylvania
$53.1M +$4.77M +37,660 +10%
BTS
82
BB&T Securities
Virginia
$52.6M +$8.63M +68,137 +20%
OBWP
83
O'Brien Wealth Partners
Massachusetts
$52.4M +$378K +2,988 +0.7%
Bessemer Group
84
Bessemer Group
New Jersey
$51.8M +$43M +339,920 +567%
CLA
85
Cranberry Lake Advisors
Texas
$50.4M
RJA
86
Raymond James & Associates
Florida
$49.8M -$398K -3,140 -0.8%
JMPWA
87
JP Morgan Private Wealth Advisors
California
$49.6M -$265K -2,090 -0.5%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$49.1M +$1.47M +11,620 +3%
CW
89
Cabot-Wellington
Massachusetts
$48M -$57.5K -454 -0.1%
BJL
90
Brighton Jones LLC
Washington
$46.9M -$1.29M -10,198 -3%
RFC
91
Regions Financial Corp
Alabama
$44.9M -$516K -4,074 -1%
HA
92
Hays Advisory
Tennessee
$43.9M -$3.15M -24,844 -7%
LW
93
Linscomb Wealth
Texas
$43.9M -$194K -1,529 -0.4%
OFW
94
Omnia Family Wealth
Florida
$43.7M -$4.56M -35,977 -10%
KWILP
95
Kiwi Wealth Investments Limited Partnership
New Zealand
$43.5M -$197M -1,558,654 -82%
CWM
96
Circle Wealth Management
New Jersey
$43.5M +$1.25M +9,866 +3%
USAA
97
United Services Automobile Association
Texas
$43.3M -$21.3M -168,199 -33%
KIM
98
Karpus Investment Management
New York
$42.9M +$5.54M +43,758 +15%
CG
99
Caprock Group
Idaho
$42.4M +$2.14M +16,925 +5%
PP
100
PagnatoKarp Partners
Virginia
$41.5M -$7.41M -58,527 -15%

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.