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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
KIA
176
KCM Investment Advisors
California
$18.4M -$566K -4,060 -3%
GC
177
Gilbert & Cook
Iowa
$18.3M -$676K -4,846 -4%
WA
178
WBH Advisory
Maryland
$18M +$143K +1,022 +0.8%
BFEC
179
Benjamin F. Edwards & Company
Missouri
$17.9M -$80.1K -574 -0.4%
K
180
Kemper
Illinois
$17.8M
BF
181
BOK Financial
Oklahoma
$17.7M -$152K -1,086 -0.9%
TAIM
182
TD Ameritrade Investment Management
Nebraska
$17M +$2.36M +16,951 +16%
RWM
183
Rezny Wealth Management
Florida
$17M +$707K +5,067 +4%
VCM
184
Versant Capital Management
Arizona
$17M -$188K -1,347 -1%
DBT
185
Dubuque Bank & Trust
Iowa
$16.4M -$201K -1,439 -1%
SHCM
186
Stokes & Hubbell Capital Management
Louisiana
$16.3M +$103K +737 +0.6%
DADC
187
D.A. Davidson & Co
Montana
$15.8M +$1.98M +14,168 +14%
HCA
188
Heck Capital Advisors
Wisconsin
$15.4M +$579K +4,148 +4%
DT
189
Diversified Trust
Tennessee
$15.1M +$4.01M +28,709 +37%
Neuberger Berman Group
190
Neuberger Berman Group
New York
$15M +$626K +4,488 +4%
AWA
191
Arete Wealth Advisors
Illinois
$14.8M +$12.1M +86,739 +460%
EA
192
Elm Advisors
California
$14.8M +$122K +875 +0.8%
KTM
193
Keeler Thomas Management
Utah
$14.5M +$14.8M +105,993 New
BlackRock
194
BlackRock
New York
$14.4M -$464K -3,324 -3%
DPIM
195
Duff & Phelps Investment Management
Illinois
$14.2M +$3.22M +23,090 +30%
PCFFS
196
Pacific Center for Financial Services
California
$14.2M +$226K +1,619 +2%
NSAM
197
North Star Asset Management
Wisconsin
$14M -$94.9K -680 -0.7%
OAJ
198
Ogorek Anthony Joseph
New York
$13.9M +$76.6K +549 +0.6%
CGA
199
Crescent Grove Advisors
Illinois
$13.6M -$1.4K -10 -0%
EAMA
200
EFG Asset Management (Americas)
Florida
$13.3M +$2.62M +18,781 +25%

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.