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Vanguard Morningstar Total Stock Market ETF

434 hedge funds and large institutions have $10B invested in Vanguard Morningstar Total Stock Market ETF in 2013 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 181 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $4.86M

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

37% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 132

7% more capital invested

Capital invested by funds: $9.39B → $10B (+$654M)

5% more funds holding

Funds holding: 413434 (+21)

1.25% less ownership

Funds ownership: 30.67%29.42% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 8481 (-3)

Holders
434
Holders Change
+21
Holders Change %
+5.08%
% of All Funds
14.02%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
2.62%
New
42
Increased
181
Reduced
132
Closed
17
Calls
$14.3M
Puts
$4.86M
Net Calls
+$9.47M
Net Calls Change
-$3.89M

VTI Hedge Fund Activity: Q3 2013 in Review

434 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q3 2013, worth a combined $10B — up 7% from $9.39B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VTI positions and 17 closed out — a net gain of 25 holders — while 181 added to existing stakes and 132 trimmed.

The largest buyer was Aegon USA Investment Management, adding an estimated $304M. The largest seller was Novo Holdings A/S, cutting an estimated $118M.

  • 434 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q3 2013, up from 413 in Q2 2013.
  • Funds reported $10B of Vanguard Morningstar Total Stock Market ETF stock for Q3 2013, up 7% quarter-over-quarter.
  • 42 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q3 2013 and 17 closed out, a net change of +25 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q3 2013 was Aegon USA Investment Management, an estimated $304M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q3 2013 was Novo Holdings A/S, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2013.