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Vanguard Morningstar Total Stock Market ETF

770 hedge funds and large institutions have $18.7B invested in Vanguard Morningstar Total Stock Market ETF in 2016 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 331 increasing their positions, 254 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $60.2M | Put options by funds: $27.5M

113% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 31

30% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 254

7% more funds holding in top 10

Funds holding in top 10: 152162 (+10)

3% more funds holding

Funds holding: 744770 (+26)

3% more capital invested

Capital invested by funds: $18.1B → $18.7B (+$592M)

0.92% less ownership

Funds ownership: 29.36%28.43% (-0.92%)

Holders
770
Holders Change
+26
Holders Change %
+3.49%
% of All Funds
20.48%
Holding in Top 10
162
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+6.58%
% of All Funds
4.31%
New
66
Increased
331
Reduced
254
Closed
31
Calls
$60.2M
Puts
$27.5M
Net Calls
+$32.8M
Net Calls Change
-$13.5M

VTI Hedge Fund Activity: Q3 2016 in Review

770 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q3 2016, worth a combined $18.7B — up 3.3% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VTI positions and 31 closed out — a net gain of 35 holders — while 331 added to existing stakes and 254 trimmed.

The largest buyer was Milliman Financial Risk Management, adding an estimated $224M. The largest seller was LPL Financial, exiting entirely with an estimated $930M sold.

  • 770 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q3 2016, up from 744 in Q2 2016.
  • Funds reported $18.7B of Vanguard Morningstar Total Stock Market ETF stock for Q3 2016, up 3.3% quarter-over-quarter.
  • 66 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q3 2016 and 31 closed out, a net change of +35 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q3 2016 was Milliman Financial Risk Management, an estimated $224M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q3 2016 was LPL Financial, an estimated $930M sold.

Based on aggregated 13F filings for Q3 2016.