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
FANJ
501
Financial Architects (New Jersey)
New Jersey
$678K -$2.22K -20 -0.3%
SF
502
Synovus Financial
Georgia
$676K +$2.88K +26 +0.4%
Manulife (Manufacturers Life Insurance)
503
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$673K +$72.5K +654 +12%
KWMG
504
King Wealth Management Group
Florida
$666K
MWAC
505
Mariner Wealth Advisors (Cincinnati)
Ohio
$665K -$220K -1,982 -25%
KSA
506
Ken Stern & Associates
California
$663K +$10.6K +96 +2%
HCM
507
HM Capital Management
Missouri
$658K +$6.76K +61 +1%
SWM
508
SVA Wealth Management
Wisconsin
$654K +$25.7K +232 +4%
MA
509
MUFG Americas
New York
$650K -$276K -2,491 -30%
GS
510
Girard Securities
California
$649K +$99.5K +897 +18%
FC
511
FIC Capital
New York
$645K +$207K +1,866 +47%
DOA
512
D'Orazio & Associates
Virginia
$635K -$111K -999 -15%
PFS
513
Prospera Financial Services
Texas
$628K -$555 -5 -0.1%
FTIOP
514
Fiduciary Trust International of Pennsylvania
Pennsylvania
$624K +$15K +135 +2%
BHTS
515
Bar Harbor Trust Services
Maine
$622K -$45.7K -412 -7%
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$621K +$333 +3 +0.1%
HH
517
Hilltop Holdings
Texas
$619K
CYG
518
Clean Yield Group
Vermont
$617K -$120K -1,080 -16%
NL
519
NWAM LLC
Washington
$616K +$261K +2,357 +74%
PAG
520
Pinnacle Advisory Group
Maryland
$614K -$81.4K -734 -12%
TRCT
521
Tower Research Capital (TRC)
New York
$614K +$561K +5,055 +1,109%
EP
522
Edgestream Partners
New Jersey
$595K +$593K +5,345 New
BB
523
Busey Bank
Illinois
$590K -$232K -2,093 -28%
GW
524
GW & Wade
Massachusetts
$586K +$1.44K +13 +0.2%
LWMG
525
Lakeside Wealth Management Group
$586K +$584K +5,262 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.