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Vanguard Morningstar Total Stock Market ETF

518 hedge funds and large institutions have $13B invested in Vanguard Morningstar Total Stock Market ETF in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 214 increasing their positions, 175 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $18M | Put options by funds: $6.68M

44% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 32

22% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 175

11% more capital invested

Capital invested by funds: $11.6B → $13B (+$1.33B)

2% more funds holding

Funds holding: 508518 (+10)

2% more funds holding in top 10

Funds holding in top 10: 107109 (+2)

1.27% more ownership

Funds ownership: 29.92%31.18% (+1.3%)

Holders
518
Holders Change
+10
Holders Change %
+1.97%
% of All Funds
14.91%
Holding in Top 10
109
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.87%
% of All Funds
3.14%
New
46
Increased
214
Reduced
175
Closed
32
Calls
$18M
Puts
$6.68M
Net Calls
+$11.3M
Net Calls Change
+$5.61M

VTI Hedge Fund Activity: Q1 2014 in Review

518 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q1 2014, worth a combined $13B — up 11% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new VTI positions and 32 closed out — a net gain of 14 holders — while 214 added to existing stakes and 175 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $142M. The largest seller was Morgan Stanley, cutting an estimated $81.5M.

  • 518 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q1 2014, up from 508 in Q4 2013.
  • Funds reported $13B of Vanguard Morningstar Total Stock Market ETF stock for Q1 2014, up 11% quarter-over-quarter.
  • 46 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q1 2014 and 32 closed out, a net change of +14 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q1 2014 was Goldman Sachs, an estimated $142M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q1 2014 was Morgan Stanley, an estimated $81.5M sold.

Based on aggregated 13F filings for Q1 2014.