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Vanguard Total Stock Market ETF

616 hedge funds and large institutions have $15.4B invested in Vanguard Total Stock Market ETF in 2014 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 256 increasing their positions, 155 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 23

93% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $26.6M

65% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 155

21% more funds holding in top 10

Funds holding in top 10: 107129 (+22)

13% more funds holding

Funds holding: 546616 (+70)

13% more capital invested

Capital invested by funds: $13.7B → $15.4B (+$1.74B)

0.68% more ownership

Funds ownership: 29.88%30.56% (+0.68%)

Holders
616
Holders Change
+70
Holders Change %
+12.82%
% of All Funds
16.43%
Holding in Top 10
129
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+20.56%
% of All Funds
3.44%
New
103
Increased
256
Reduced
155
Closed
23
Calls
$51.5M
Puts
$26.6M
Net Calls
+$24.8M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
251
AllianceBernstein
Tennessee
$2.63M +$964K +9,313 +60%
BPC
252
Banque Pictet & Cie
Switzerland
$2.6M +$108K +1,045 +4%
SCA
253
Stillwater Capital Advisors
Pennsylvania
$2.59M -$147K -1,425 -6%
FHA
254
First Horizon Advisors
Tennessee
$2.59M -$41.8K -404 -2%
PMG
255
ProVise Management Group
Florida
$2.59M
PL
256
Parkwood LLC
Ohio
$2.59M -$250K -2,416 -9%
MHIM
257
MacNealy Hoover Investment Management
Ohio
$2.58M -$7.76K -75 -0.3%
CTA
258
Chesley Taft & Associates
Illinois
$2.58M -$129K -1,250 -5%
UFA
259
US Financial Advisors
Massachusetts
$2.55M +$2.49M +24,049 New
KA
260
Klingman & Associates
New York
$2.54M +$2.48M +24,000 New
SCG
261
Sonata Capital Group
Washington
$2.54M +$2.48M +23,991 New
WA
262
Winfield Associates
Ohio
$2.5M +$120K +1,164 +5%
CFC
263
Coyle Financial Counsel
Illinois
$2.48M +$86.9K +840 +4%
PTC
264
Private Trust Company
Ohio
$2.42M +$2.36M +22,788 New
TFF
265
The Family Firm
Maryland
$2.39M +$2.34M +22,580 New
MFS
266
MSI Financial Services
Massachusetts
$2.36M +$212K +2,045 +10%
CAL
267
Capital Advisors Ltd
Ohio
$2.34M +$9.31K +90 +0.4%
LJHT
268
Laurie J. Hall Trustee
$2.33M
CIM
269
Cambria Investment Management
California
$2.32M +$2.27M +21,896 New
M&T Bank
270
M&T Bank
New York
$2.27M -$1.3M -12,542 -37%
CCG
271
Cypress Capital Group
Florida
$2.26M +$843K +8,145 +62%
HA
272
Hays Advisory
Tennessee
$2.26M +$2.2M +21,305 New
BFG
273
Bouchey Financial Group
New York
$2.19M -$337K -3,256 -14%
LPT
274
Legacy Private Trust
Wisconsin
$2.14M -$1.22M -11,828 -37%
LC
275
Lourd Capital
California
$2.11M

VTI Hedge Fund Activity: Q4 2014 in Review

616 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q4 2014, worth a combined $15.4B — up 13% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTI positions and 23 closed out — a net gain of 80 holders — while 256 added to existing stakes and 155 trimmed.

The largest buyer was Aegon USA Investment Management, adding an estimated $126M. The largest seller was Bank of America, cutting an estimated $405M.

  • 616 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q4 2014, up from 546 in Q3 2014.
  • Funds reported $15.4B of Vanguard Total Stock Market ETF stock for Q4 2014, up 13% quarter-over-quarter.
  • 103 funds opened new Vanguard Total Stock Market ETF positions in Q4 2014 and 23 closed out, a net change of +80 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q4 2014 was Aegon USA Investment Management, an estimated $126M added.
  • The largest Vanguard Total Stock Market ETF seller in Q4 2014 was Bank of America, an estimated $405M sold.

Based on aggregated 13F filings for Q4 2014.