Vanguard Morningstar Total Stock Market ETF
VTI
649 hedge funds and large institutions have $18.6B invested in Vanguard Morningstar Total Stock Market ETF in 2015 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 269 increasing their positions, 217 reducing their positions, and 27 closing their positions.
136% more call options, than puts
Call options by funds: $19.3M | Put options by funds: $8.2M
104% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 27
24% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 217
12% more capital invested
Capital invested by funds: $16.6B → $18.6B (+$2.03B)
6% more funds holding in top 10
Funds holding in top 10: 133 → 141 (+8)
2.99% more ownership
Funds ownership: 30.38% → 33.37% (+3%)
3% more funds holding
Funds holding: 631 → 649 (+18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.03B |
| 2 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
+$945M |
| 3 |
AssetMark Inc
Concord,
California
|
+$138M |
| 4 |
Betterment LLC
New York
|
+$77.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$62.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$383M |
| 2 |
LPL Financial
San Diego,
California
|
-$68.4M |
| 3 |
CWA
Convergent Wealth Advisors
Potomac,
Maryland
|
-$51.8M |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$38.4M |
| 5 |
OC
Oppenheimer & Co
New York
|
-$35.8M |
VTI Hedge Fund Activity: Q2 2015 in Review
649 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q2 2015, worth a combined $18.6B — up 12% from $16.6B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new VTI positions and 27 closed out — a net gain of 28 holders — while 269 added to existing stakes and 217 trimmed.
The largest buyer was Bank of America, adding an estimated $1.03B. The largest seller was UBS Group, cutting an estimated $383M.
- 649 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q2 2015, up from 631 in Q1 2015.
- Funds reported $18.6B of Vanguard Morningstar Total Stock Market ETF stock for Q2 2015, up 12% quarter-over-quarter.
- 55 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q2 2015 and 27 closed out, a net change of +28 holders.
- The largest Vanguard Morningstar Total Stock Market ETF buyer in Q2 2015 was Bank of America, an estimated $1.03B added.
- The largest Vanguard Morningstar Total Stock Market ETF seller in Q2 2015 was UBS Group, an estimated $383M sold.
Based on aggregated 13F filings for Q2 2015.