Vanguard Morningstar Total Stock Market ETF
VTI
744 hedge funds and large institutions have $18.1B invested in Vanguard Morningstar Total Stock Market ETF in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 314 increasing their positions, 256 reducing their positions, and 36 closing their positions.
371% more call options, than puts
Call options by funds: $58.8M | Put options by funds: $12.5M
69% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 36
23% more repeat investments, than reductions
Existing positions increased: 314 | Existing positions reduced: 256
2% more funds holding
Funds holding: 727 → 744 (+17)
0% more funds holding in top 10
Funds holding in top 10: 152 → 152 (0)
2% less capital invested
Capital invested by funds: $18.4B → $18.1B (-$294M)
1.57% less ownership
Funds ownership: 30.92% → 29.36% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$160M |
| 2 |
Betterment LLC
New York
|
+$99.6M |
| 3 |
AssetMark Inc
Concord,
California
|
+$79.5M |
| 4 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
+$66.7M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$878M |
| 2 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$260M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$208M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$146M |
| 5 |
NHAS
Novo Holdings A/S
Hellerup,
Denmark
|
-$72.3M |
VTI Hedge Fund Activity: Q2 2016 in Review
744 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q2 2016, worth a combined $18.1B — down 1.6% from $18.4B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new VTI positions and 36 closed out — a net gain of 25 holders — while 314 added to existing stakes and 256 trimmed.
The largest buyer was UBS Group, adding an estimated $160M. The largest seller was LPL Financial, cutting an estimated $878M.
- 744 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q2 2016, up from 727 in Q1 2016.
- Funds reported $18.1B of Vanguard Morningstar Total Stock Market ETF stock for Q2 2016, down 1.6% quarter-over-quarter.
- 61 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q2 2016 and 36 closed out, a net change of +25 holders.
- The largest Vanguard Morningstar Total Stock Market ETF buyer in Q2 2016 was UBS Group, an estimated $160M added.
- The largest Vanguard Morningstar Total Stock Market ETF seller in Q2 2016 was LPL Financial, an estimated $878M sold.
Based on aggregated 13F filings for Q2 2016.