We are live on ! Find out more
VTI icon

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
PL
101
Parkwood LLC
Ohio
$40M +$39.1M +309,000 New
LC
102
Landaas & Company
Wisconsin
$39.8M +$39M +307,565 New
IA
103
IndexIQ Advisors
New York
$39.8M -$5.54M -43,736 -12%
ZB
104
Zions Bancorporation
Utah
$39.7M +$2.33M +18,412 +6%
ZF
105
Zhang Financial
Michigan
$39.5M -$269K -2,124 -0.7%
AssetMark Inc
106
AssetMark Inc
California
$38.7M +$21.7M +171,160 +134%
Bank of New York Mellon
107
Bank of New York Mellon
New York
$38.6M +$793K +6,261 +2%
K
108
Kemper
Illinois
$38.4M
CFA
109
Capstone Financial Advisors
Illinois
$37.7M +$36.8M +290,828 New
FI
110
FormulaFolio Investments
Michigan
$37.6M +$3.75M +29,592 +11%
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$37.2M +$2.97M +23,430 +9%
JFG
112
JMG Financial Group
Illinois
$36.9M +$760K +6,001 +2%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$36.6M +$1.08M +8,534 +3%
V
114
Veritable
Delaware
$36.5M +$6.26M +49,445 +21%
Creative Planning
115
Creative Planning
Kansas
$36.4M +$1.08M +8,561 +3%
Stifel Financial
116
Stifel Financial
Missouri
$34.5M +$3.86M +30,466 +13%
RBC
117
Roble Belko & Company
Pennsylvania
$34.4M -$46.5K -367 -0.1%
JFGLC
118
Johnson Financial Group LLC (Colorado)
Colorado
$34.2M -$255K -2,011 -0.8%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$34.1M +$749K +5,914 +2%
BFG
120
Barber Financial Group
Kansas
$33.8M +$1.9M +14,986 +6%
BAAM
121
Baker Avenue Asset Management
California
$33.6M +$5.67M +44,791 +21%
NPC
122
National Planning Corporation
California
$33.4M +$10.8M +85,509 +50%
GAG
123
GM Advisory Group
New York
$32.9M +$299K +2,363 +0.9%
BEAM
124
Baker Ellis Asset Management
Washington
$31.1M +$21.7K +171 +0.1%
JIP
125
Jaffetilchin Investment Partners
Florida
$30M +$9.67M +76,357 +49%

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.