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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
SMC
126
Smith, Moore & Co
Missouri
$24.3M +$122K +1,017 +0.5%
EPP
127
ETF Portfolio Partners
Kansas
$24.2M +$167K +1,393 +0.7%
NFG
128
Nadler Financial Group
Illinois
$23.2M -$66.9K -559 -0.3%
PFO
129
Pathstone Family Office
New Jersey
$23M -$1.05M -8,808 -4%
EK
130
Evensky & Katz
Florida
$22.4M +$736K +6,142 +3%
GC
131
Gilbert & Cook
Iowa
$22.3M -$954K -7,964 -4%
MWM
132
Mission Wealth Management
California
$22.1M +$1.45M +12,125 +7%
RVPG
133
Relative Value Partners Group
$21.5M -$164K -1,372 -0.8%
TCT
134
TIAA CREF Trust
Missouri
$20.4M +$154K +1,286 +0.8%
CWM
135
Cornerstone Wealth Management
Missouri
$20.3M +$2.97M +24,775 +17%
SBSB
136
Sullivan, Bruyette, Speros & Blaney
Virginia
$20.1M +$579K +4,837 +3%
TRCT
137
Tower Research Capital (TRC)
New York
$19.8M +$19.6M +163,323 New
SC
138
Savant Capital
Illinois
$19.7M +$39.3K +328 +0.2%
ANTB
139
AMG National Trust Bank
Colorado
$19.4M +$223K +1,859 +1%
JIC
140
Joel Isaacson & Co
New York
$19.4M +$1.63M +13,585 +9%
SI
141
Stephens Inc
Arkansas
$19.3M +$1.65M +13,750 +9%
BTS
142
BB&T Securities
Virginia
$19.2M +$5.6M +46,760 +42%
VCM
143
Versant Capital Management
Arizona
$19.2M -$288K -2,402 -1%
BT
144
Beacon Trust
New Jersey
$19M +$6.79M +56,695 +57%
SJL
145
Shayne & Jacobs LLC
Tennessee
$18.8M -$782K -6,529 -4%
EAMA
146
EFG Asset Management (Americas)
Florida
$18.6M +$4.03M +33,612 +28%
WRTC
147
Wind River Trust Company
Wyoming
$18.6M -$4.36M -36,407 -19%
PRS
148
Pinkerton Retirement Specialists
Idaho
$18.5M +$406K +3,392 +2%
IF
149
IRON Financial
Illinois
$18.5M -$187K -1,563 -1%
WCWM
150
Wooster Corthell Wealth Management
Connecticut
$18.4M +$334K +2,788 +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.