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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
V
101
Veritable
Delaware
$32.3M -$3.74M -31,206 -10%
JFG
102
JMG Financial Group
Illinois
$32.3M -$1.83M -15,279 -5%
KIM
103
Karpus Investment Management
New York
$32M +$2.22M +18,569 +8%
RBC
104
Roble Belko & Company
Pennsylvania
$32M +$1.34M +11,195 +4%
ZB
105
Zions Bancorporation
Utah
$32M -$1.38M -11,507 -4%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$31.6M +$1.01M +8,452 +3%
Creative Planning
107
Creative Planning
Kansas
$31.4M +$352K +2,937 +1%
PCA
108
Personal Capital Advisors
California
$31M +$5.64M +47,060 +23%
JFGLC
109
Johnson Financial Group LLC (Colorado)
Colorado
$30.5M +$645K +5,389 +2%
CG
110
Caprock Group
Idaho
$30.4M +$12.6M +105,584 +73%
CAN
111
Cetera Advisor Networks
California
$29.9M -$1.71M -14,285 -5%
GAG
112
GM Advisory Group
New York
$29.5M +$2.34M +19,572 +9%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$28.5M +$5.98M +49,958 +27%
CFA
114
Capstone Financial Advisors
Illinois
$28.4M
BFG
115
Barber Financial Group
Kansas
$28.4M +$3.08M +25,723 +12%
BEAM
116
Baker Ellis Asset Management
Washington
$27.7M +$1.68M +14,058 +7%
UBS AM
117
UBS AM
Illinois
$27.1M +$7.54K +63 +0%
JIP
118
Jaffetilchin Investment Partners
Florida
$26.8M -$177K -1,474 -0.7%
FI
119
FormulaFolio Investments
Michigan
$26.5M +$909K +7,590 +4%
Stifel Financial
120
Stifel Financial
Missouri
$25.7M -$1.56M -13,030 -6%
PG
121
Proffitt & Goodson
Tennessee
$25.6M +$225K +1,881 +0.9%
PFM
122
Peak Financial Management
Massachusetts
$25.5M -$173K -1,442 -0.7%
BAAM
123
Baker Avenue Asset Management
California
$25.5M -$949K -7,921 -4%
MG
124
McCutchen Group
Washington
$25.2M +$9.1K +76 +0%
TFCP
125
Twin Focus Capital Partners
Massachusetts
$24.5M -$44.4K -371 -0.2%

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.