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Vanguard Total Stock Market ETF

1,105 hedge funds and large institutions have $32.6B invested in Vanguard Total Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 481 increasing their positions, 375 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $90.3M | Put options by funds: $51.8M

28% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 375

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $30.8B → $32.6B (+$1.83B)

3.14% more ownership

Funds ownership: 33.49%36.63% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 229229 (0)

0% less funds holding

Funds holding: 1,1071,105 (-2)

Holders
1,105
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
25.3%
Holding in Top 10
229
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
5.24%
New
59
Increased
481
Reduced
375
Closed
50
Calls
$90.3M
Puts
$51.8M
Net Calls
+$38.5M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1051
1832 Asset Management
Ontario, Canada
$64K
PGA
1052
Premia Global Advisors
Florida
$64K
M
1053
MOTCO
Texas
$63K
AFIA
1054
America First Investment Advisors
Nebraska
$61K +$140 +1 +0.2%
FMP
1055
Financial Management Professionals
Texas
$61K +$279 +2 +0.5%
WCAMG
1056
Woodard & Company Asset Management Group
North Carolina
$60.2K -$33.5K -240 -36%
MPPLM
1057
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$60K +$21.9K +157 +58%
FFC
1058
First Financial Corp
Indiana
$53K +$16.7K +120 +47%
AIM
1059
Arcadia Investment Management
Michigan
$45K
PSC
1060
Prentiss Smith & Co
Vermont
$42K -$14K -100 -25%
Barclays
1061
Barclays
United Kingdom
$41K -$3.38M -24,221 -99%
LWA
1062
Lowe Wealth Advisors
Maryland
$37K
WT
1063
Washington Trust
Rhode Island
$37K +$37K +265 New
BWL
1064
Bogart Wealth LLC
Virginia
$35K
MYIA
1065
Mount Yale Investment Advisors
Colorado
$33K +$32.5K +233 New
MWM
1066
MinichMacGregor Wealth Management
New York
$32K
NPP
1067
New Potomac Partners
Maryland
$32K
FFW
1068
Fusion Family Wealth
New York
$30K -$8.23K -59 -22%
WPW
1069
Winthrop Partners - WNY
New York
$28.1K
SWMG
1070
Signature Wealth Management Group
Georgia
$28K
WWM
1071
Willingdon Wealth Management
North Carolina
$27K
IP
1072
Intellectus Partners
California
$26K
MCM
1073
MV Capital Management
Maryland
$26K
QAM
1074
QCI Asset Management
New York
$25K -$2.79K -20 -10%
TSW
1075
Thompson Siegel & Walmsley
Virginia
$25K +$140 +1 +0.6%

VTI Hedge Fund Activity: Q2 2018 in Review

1,105 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q2 2018, worth a combined $32.6B — up 6% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VTI positions and 50 closed out — a net gain of 9 holders — while 481 added to existing stakes and 375 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $2.95B. The largest seller was Allworth Financial, cutting an estimated $337M.

  • 1,105 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q2 2018, down from 1,107 in Q1 2018.
  • Funds reported $32.6B of Vanguard Total Stock Market ETF stock for Q2 2018, up 6% quarter-over-quarter.
  • 59 funds opened new Vanguard Total Stock Market ETF positions in Q2 2018 and 50 closed out, a net change of +9 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $2.95B added.
  • The largest Vanguard Total Stock Market ETF seller in Q2 2018 was Allworth Financial, an estimated $337M sold.

Based on aggregated 13F filings for Q2 2018.