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
APSP
426
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.23M -$26.3K -237 -2%
EWM
427
Evercore Wealth Management
New York
$1.2M +$95.7K +863 +9%
WAM
428
Wealthspire Advisors (Maryland)
Maryland
$1.19M +$294K +2,651 +33%
VWA
429
V Wealth Advisors
Kansas
$1.18M +$11.9K +107 +1%
NEIRG
430
New England Investment & Retirement Group
Massachusetts
$1.18M -$13.1K -118 -1%
AWM
431
Altavista Wealth Management
North Carolina
$1.18M +$239K +2,158 +26%
PWMAG
432
Pinnacle Wealth Management Advisory Group
New Jersey
$1.17M -$7.43K -67 -0.6%
RWG
433
Regal Wealth Group
California
$1.16M
CCWA
434
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.15M +$1.14M +10,311 New
CCP
435
Corient Capital Partners
California
$1.12M +$1.12M +10,057 New
EVM
436
Eaton Vance Management
Massachusetts
$1.11M -$65.8K -593 -6%
LFWA
437
LBJ Family Wealth Advisors
Texas
$1.1M +$5.21K +47 +0.5%
ONB
438
Old National Bancorp
Indiana
$1.1M
CAPTRUST Financial Advisors
439
CAPTRUST Financial Advisors
North Carolina
$1.08M +$1.12M +10,071 New
Jane Street
440
Jane Street
New York
$1.07M -$4.38M -39,527 -80%
Northwestern Mutual Wealth Management
441
Northwestern Mutual Wealth Management
Wisconsin
$1.06M -$32.3M -291,357 -97%
RC
442
Rinet Company
Massachusetts
$1.06M +$998 +9 +0.1%
MAS
443
Madden Advisory Services
Florida
$1.05M
CCM
444
Catawba Capital Management
Virginia
$1.04M
CFS
445
Commonwealth Financial Services
West Virginia
$1.02M +$39.3K +354 +4%
AA
446
Advisory Alpha
Michigan
$1.01M +$983K +8,867 +3,941%
BFO
447
Boston Family Office
Massachusetts
$1.01M
TYCC
448
Texas Yale Capital Corp
Florida
$1.01M
SBH
449
Segall Bryant & Hamill
Illinois
$1.01M +$998 +9 +0.1%
WA
450
Wealth Architects
California
$1.01M +$19.4K +175 +2%

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.