We are live on ! Find out more
VTI icon

Vanguard Total Stock Market ETF

768 hedge funds and large institutions have $18.6B invested in Vanguard Total Stock Market ETF in 2016 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 331 increasing their positions, 252 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $60.2M | Put options by funds: $27.5M

113% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 31

31% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 252

7% more funds holding in top 10

Funds holding in top 10: 151161 (+10)

4% more funds holding

Funds holding: 742768 (+26)

3% more capital invested

Capital invested by funds: $18.1B → $18.6B (+$550M)

6.29% less ownership

Funds ownership: 34.67%28.38% (-6.3%)

Holders
768
Holders Change
+26
Holders Change %
+3.5%
% of All Funds
20.49%
Holding in Top 10
161
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+6.62%
% of All Funds
4.3%
New
66
Increased
331
Reduced
252
Closed
31
Calls
$60.2M
Puts
$27.5M
Net Calls
+$32.8M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BAC
276
Boys Arnold & Co
North Carolina
$3.98M -$7.54K -68 -0.2%
NG
277
Northstar Group
New York
$3.89M +$128K +1,150 +3%
SCG
278
Sonata Capital Group
Washington
$3.87M +$119K +1,070 +3%
JIC
279
Johnson Investment Counsel
Ohio
$3.86M -$53.2K -480 -1%
RCA
280
Rowland Carmichael Advisors
Arizona
$3.67M -$237K -2,141 -6%
CAL
281
Capital Advisors Ltd
Ohio
$3.61M +$299K +2,696 +9%
Janney Montgomery Scott
282
Janney Montgomery Scott
Pennsylvania
$3.59M -$3.7M -33,350 -51%
Chevy Chase Trust
283
Chevy Chase Trust
Maryland
$3.57M +$365K +3,289 +11%
CWM
284
Connecticut Wealth Management
Connecticut
$3.56M +$3.57M +32,178 New
SPC
285
Sigma Planning Corp
Michigan
$3.53M +$377K +3,399 +12%
WCF
286
West Coast Financial
California
$3.52M +$3.51M +31,648 New
MFT
287
Moisand Fitzgerald Tamayo
Florida
$3.5M -$247K -2,228 -7%
HR
288
Howe & Rusling
New York
$3.5M -$8.98K -81 -0.3%
WP
289
WealthSource Partners
California
$3.48M -$43K -388 -1%
LIM
290
Leavell Investment Management
Alabama
$3.48M +$56.6K +510 +2%
Truist Financial
291
Truist Financial
North Carolina
$3.41M -$276K -2,490 -8%
PTC
292
Private Trust Company
Ohio
$3.39M -$161K -1,453 -5%
FPB
293
First PREMIER Bank
South Dakota
$3.36M -$1.68M -15,135 -33%
SFWA
294
Summit Financial Wealth Advisors
Louisiana
$3.29M -$3.59M -32,357 -52%
CFC
295
Coyle Financial Counsel
Illinois
$3.25M +$131K +1,179 +4%
MHS
296
M Holdings Securities
Oregon
$3.21M +$2.64M +23,838 +481%
HCMT
297
Highland Capital Management (Tennessee)
Tennessee
$3.19M +$350K +3,157 +12%
SG Americas Securities
298
SG Americas Securities
New York
$3.14M -$3.12M -28,097 -50%
HDIM
299
Hanson & Doremus Investment Management
Vermont
$3.06M -$34.5K -311 -1%
GWA
300
Guidant Wealth Advisors
Illinois
$3.06M +$3.07M +27,659 New

VTI Hedge Fund Activity: Q3 2016 in Review

768 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q3 2016, worth a combined $18.6B — up 3% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VTI positions and 31 closed out — a net gain of 35 holders — while 331 added to existing stakes and 252 trimmed.

The largest buyer was Milliman Financial Risk Management, adding an estimated $224M. The largest seller was Beacon Investment Advisory Services, cutting an estimated $3.34B.

  • 768 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q3 2016, up from 742 in Q2 2016.
  • Funds reported $18.6B of Vanguard Total Stock Market ETF stock for Q3 2016, up 3% quarter-over-quarter.
  • 66 funds opened new Vanguard Total Stock Market ETF positions in Q3 2016 and 31 closed out, a net change of +35 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q3 2016 was Milliman Financial Risk Management, an estimated $224M added.
  • The largest Vanguard Total Stock Market ETF seller in Q3 2016 was Beacon Investment Advisory Services, an estimated $3.34B sold.

Based on aggregated 13F filings for Q3 2016.