We are live on ! Find out more
VTI icon

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
WCM
101
Windham Capital Management
Massachusetts
$46M -$2.96M -21,209 -6%
LW
102
Linscomb Wealth
Texas
$45.6M -$385K -2,763 -0.8%
AA
103
ALPS Advisors
Colorado
$45.5M -$457K -3,275 -1%
OBWP
104
O'Brien Wealth Partners
Massachusetts
$44.9M -$2.79M -20,013 -6%
V
105
Veritable
Delaware
$44.5M +$3.19M +22,855 +8%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$43.4M +$1.85M +13,292 +4%
SWM
107
Sanctuary Wealth Management
Idaho
$43.2M -$1.33M -9,538 -3%
BCI
108
Brinker Capital Investments
Pennsylvania
$42.6M +$1.75M +12,579 +4%
LC
109
Landaas & Company
Wisconsin
$42.2M +$296K +2,119 +0.7%
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$41.6M +$1.84M +13,216 +5%
BJL
111
Brighton Jones LLC
Washington
$41.5M -$970K -6,951 -2%
BAAM
112
Baker Avenue Asset Management
California
$41.1M +$421K +3,017 +1%
ZF
113
Zhang Financial
Michigan
$41M -$360K -2,582 -0.9%
MWM
114
Mission Wealth Management
California
$39.7M +$2.39M +17,105 +6%
RBC
115
Roble Belko & Company
Pennsylvania
$38.9M +$1.03M +7,361 +3%
SFC
116
SYM Financial Corp
Indiana
$38.7M
SB
117
Suntrust Banks
Georgia
$37.8M +$1.39M +9,939 +4%
N
118
Nuveen
North Carolina
$37.2M +$37M +265,000 New
JIP
119
Jaffetilchin Investment Partners
Florida
$37.1M +$712K +5,104 +2%
Stifel Financial
120
Stifel Financial
Missouri
$36.7M -$1.4M -10,044 -4%
HCM
121
Harvest Capital Management
New Hampshire
$36M +$11.5M +82,107 +47%
GAG
122
GM Advisory Group
New York
$35.1M -$301K -2,159 -0.9%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$34.5M -$2.98M -21,342 -8%
BEAM
124
Baker Ellis Asset Management
Washington
$33M +$159K +1,143 +0.5%
PP
125
PagnatoKarp Partners
Virginia
$32.9M +$19.9M +142,470 +156%

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.