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
PG
101
Proffitt & Goodson
Tennessee
$21.9M +$325K +3,279 +2%
WCWM
102
Wooster Corthell Wealth Management
Connecticut
$21.8M -$631K -6,359 -3%
NPC
103
National Planning Corporation
California
$21.8M +$2.61M +26,339 +15%
BT
104
Beacon Trust
New Jersey
$20.7M -$7.35M -74,132 -27%
SMC
105
Smith, Moore & Co
Missouri
$20.3M +$318K +3,212 +2%
EPP
106
ETF Portfolio Partners
Kansas
$20.3M -$246K -2,477 -1%
RVPG
107
Relative Value Partners Group
$20M -$13M -131,439 -41%
WRTC
108
Wind River Trust Company
Wyoming
$19.9M +$18.7M +189,030 +53,550%
ST
109
Sageworth Trust
Pennsylvania
$19.3M +$16.1M +162,679 +765%
BC
110
Brinker Capital
Pennsylvania
$19.3M -$734K -7,401 -4%
EAMA
111
EFG Asset Management (Americas)
Florida
$18.9M -$8.44M -85,074 -32%
VCM
112
Versant Capital Management
Arizona
$18.1M -$719K -7,249 -4%
SJL
113
Shayne & Jacobs LLC
Tennessee
$18.1M
NFG
114
Nadler Financial Group
Illinois
$18M +$214K +2,158 +1%
SCM
115
SCS Capital Management
Massachusetts
$17.8M -$62M -624,808 -79%
BCI
116
Brinker Capital Investments
Pennsylvania
$17.7M +$3.17M +32,013 +23%
Creative Planning
117
Creative Planning
Kansas
$17.3M +$1.48M +14,916 +10%
IF
118
IRON Financial
Illinois
$17.3M +$1.25M +12,654 +8%
TCT
119
TIAA CREF Trust
Missouri
$17M +$162K +1,629 +1%
CWM
120
Cedar Wealth Management
California
$16.8M +$444K +4,480 +3%
SC
121
Savant Capital
Illinois
$16.8M -$1.39M -13,970 -8%
PAS
122
Park Avenue Securities
New York
$16.5M -$3.97K -40 -0%
PRS
123
Pinkerton Retirement Specialists
Idaho
$16.4M -$4.52M -45,591 -23%
TFCP
124
Twin Focus Capital Partners
Massachusetts
$16.2M +$2.59M +26,165 +20%
PL
125
Parkwood LLC
Ohio
$16.2M +$15.3M +154,400 New

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.