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
IPC
551
Independent Portfolio Consultants
Florida
$494K -$34.4K -310 -7%
AA
552
Apriem Advisors
California
$492K +$12.5K +113 +3%
OC
553
Oakworth Capital
Alabama
$492K +$220K +1,980 +81%
BA
554
BKS Advisors
Michigan
$489K +$7.54K +68 +2%
SEI Investments
555
SEI Investments
Pennsylvania
$482K -$1.19M -10,770 -71%
AP
556
Atwood & Palmer
Missouri
$480K
Two Sigma Investments
557
Two Sigma Investments
New York
$479K +$477K +4,300 New
BUB
558
BBVA USA Bancshares
Texas
$473K -$3.55K -32 -0.7%
RFA
559
Reilly Financial Advisors
California
$465K +$24.6K +222 +6%
RPGK
560
Retirement Planning Group (Kansas)
Kansas
$462K -$65.2K -588 -12%
MBT
561
Montecito Bank & Trust
California
$460K
AA
562
Alesco Advisors
New York
$460K +$8.98K +81 +2%
WPW
563
Waldron Private Wealth
Pennsylvania
$460K +$9.43K +85 +2%
BC
564
Burney Company
Virginia
$460K +$214K +1,929 +88%
AWA
565
Arete Wealth Advisors
Illinois
$458K +$456K +4,114 New
TCM
566
TD Capital Management
Tennessee
$456K +$81.3K +733 +22%
ATC
567
Adirondack Trust Company
New York
$453K -$27.7K -250 -6%
TW
568
Transform Wealth
Colorado
$449K
AAM
569
American Asset Management
Florida
$448K +$87.5K +789 +24%
WIC
570
Woodmont Investment Counsel
Tennessee
$447K -$8.32K -75 -2%
JFA
571
JNBA Financial Advisors
Minnesota
$434K -$9.37M -84,532 -96%
S
572
SignatureFD
Georgia
$434K +$9.98K +90 +2%
MCM
573
Manchester Capital Management
Vermont
$434K +$92K +830 +27%
CSIC
574
Clifford Swan Investment Counsel
California
$433K
SFSG
575
Stearns Financial Services Group
North Carolina
$426K -$364K -3,283 -46%

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.