We are live on ! Find out more
VTI icon

Vanguard Total Stock Market ETF

725 hedge funds and large institutions have $18.4B invested in Vanguard Total Stock Market ETF in 2016 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 280 increasing their positions, 276 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $51.3M | Put options by funds: $18.7M

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

3% more funds holding in top 10

Funds holding in top 10: 147151 (+4)

2% more funds holding

Funds holding: 711725 (+14)

1% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 276

1% more capital invested

Capital invested by funds: $18.2B → $18.4B (+$125M)

0.46% less ownership

Funds ownership: 31.38%30.92% (-0.46%)

Holders
725
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
19.32%
Holding in Top 10
151
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.72%
% of All Funds
4.02%
New
75
Increased
280
Reduced
276
Closed
49
Calls
$51.3M
Puts
$18.7M
Net Calls
+$32.6M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
76
Regions Financial Corp
Alabama
$35.1M -$71.2K -718 -0.2%
CFA
77
Capstone Financial Advisors
Illinois
$34.1M
ZF
78
Zhang Financial
Michigan
$33.1M +$1.08M +10,918 +4%
BSWM
79
Boston Standard Wealth Management
Massachusetts
$32.5M +$3.68M +37,116 +14%
BIAS
80
Beacon Investment Advisory Services
New Jersey
$31.9M -$451K -4,550 -1%
BJL
81
Brighton Jones LLC
Washington
$31.5M -$2.25M -22,685 -7%
SWP
82
Stratos Wealth Partners
Ohio
$31.1M +$8.19M +82,547 +38%
V
83
Veritable
Delaware
$30.8M +$2.06M +20,781 +8%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$30M +$1.04M +10,491 +4%
ZB
85
Zions Bancorporation
Utah
$28.8M -$433K -4,365 -2%
JMPWA
86
JP Morgan Private Wealth Advisors
California
$28.5M +$1.2M +12,053 +5%
HighTower Advisors
87
HighTower Advisors
Illinois
$28M -$2.04M -20,599 -7%
BAAM
88
Baker Avenue Asset Management
California
$27.8M -$5.1M -51,404 -16%
RJA
89
Raymond James & Associates
Florida
$26.1M -$2.84M -28,642 -10%
OBWP
90
O'Brien Wealth Partners
Massachusetts
$26M -$1.55M -15,620 -6%
JIP
91
Jaffetilchin Investment Partners
Florida
$24.7M +$23.3M +235,479 New
VFS
92
VSR Financial Services
Kansas
$24.7M -$146K -1,477 -0.6%
JFG
93
JMG Financial Group
Illinois
$24.1M +$1.11M +11,172 +5%
MB
94
Mizuho Bank
Japan
$24.1M
RBC
95
Roble Belko & Company
Pennsylvania
$24M +$45.2K +456 +0.2%
GAG
96
GM Advisory Group
New York
$23.8M -$778K -7,842 -3%
Stifel Financial
97
Stifel Financial
Missouri
$23M -$436K -4,396 -2%
KIM
98
Karpus Investment Management
New York
$22.4M -$22.3M -225,259 -51%
MG
99
McCutchen Group
Washington
$22.1M +$990K +9,988 +5%
BEAM
100
Baker Ellis Asset Management
Washington
$22.1M +$217K +2,184 +1%

VTI Hedge Fund Activity: Q1 2016 in Review

725 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q1 2016, worth a combined $18.4B — up 0.69% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VTI positions and 49 closed out — a net gain of 26 holders — while 280 added to existing stakes and 276 trimmed.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $196M. The largest seller was Milliman Financial Risk Management, cutting an estimated $386M.

  • 725 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q1 2016, up from 711 in Q4 2015.
  • Funds reported $18.4B of Vanguard Total Stock Market ETF stock for Q1 2016, up 0.69% quarter-over-quarter.
  • 75 funds opened new Vanguard Total Stock Market ETF positions in Q1 2016 and 49 closed out, a net change of +26 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q1 2016 was Stadion Money Management, an estimated $196M added.
  • The largest Vanguard Total Stock Market ETF seller in Q1 2016 was Milliman Financial Risk Management, an estimated $386M sold.

Based on aggregated 13F filings for Q1 2016.