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Vanguard Total Stock Market ETF

711 hedge funds and large institutions have $18.2B invested in Vanguard Total Stock Market ETF in 2015 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 304 increasing their positions, 195 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $27.5M | Put options by funds: $9.63M

163% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 43

56% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 195

37% more capital invested

Capital invested by funds: $13.3B → $18.2B (+$4.9B)

12% more funds holding in top 10

Funds holding in top 10: 131147 (+16)

10% more funds holding

Funds holding: 649711 (+62)

6.33% more ownership

Funds ownership: 25.05%31.38% (+6.3%)

Holders
711
Holders Change
+62
Holders Change %
+9.55%
% of All Funds
18.65%
Holding in Top 10
147
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.21%
% of All Funds
3.86%
New
113
Increased
304
Reduced
195
Closed
43
Calls
$27.5M
Puts
$9.63M
Net Calls
+$17.9M
Net Calls Change
+$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
251
Caprock Group
Idaho
$4.09M +$3.3M +31,288 +396%
SCM
252
Southport Capital Management
Tennessee
$4.03M +$2.84K +27 +0.1%
WB
253
Webster Bank
Connecticut
$3.72M
WFG
254
Windsor Financial Group
Minnesota
$3.71M -$1.56M -14,775 -29%
JIC
255
Johnson Investment Counsel
Ohio
$3.63M +$198K +1,884 +6%
NCM
256
Northside Capital Management
Oregon
$3.61M +$3.65M +34,615 New
AA
257
Ancora Advisors
Ohio
$3.6M +$234K +2,224 +7%
CA
258
Cambridge Advisors
Nebraska
$3.58M +$2.21K +21 +0.1%
HDIM
259
Hanson & Doremus Investment Management
Vermont
$3.49M -$78.8K -748 -2%
KWILP
260
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.48M +$521K +4,951 +17%
LNB
261
Ledyard National Bank
$3.46M -$70.6K -670 -2%
HR
262
Howe & Rusling
New York
$3.42M -$33.3K -316 -1%
GWM
263
Gupta Wealth Management
California
$3.37M +$1.63M +15,506 +92%
ICAS
264
Investors Capital Advisory Services
Massachusetts
$3.37M -$1.78M -16,934 -34%
ClearBridge Investments
265
ClearBridge Investments
New York
$3.36M +$3.39M +32,172 New
SCG
266
Sonata Capital Group
Washington
$3.3M +$312K +2,960 +10%
SPC
267
Sigma Planning Corp
Michigan
$3.29M +$445K +4,222 +15%
WTB
268
Washington Trust Bank
Washington
$3.25M
Chevy Chase Trust
269
Chevy Chase Trust
Maryland
$3.2M +$1.9K +18 +0.1%
DAS
270
Dynamic Advisor Solutions
Arizona
$3.16M +$439K +4,172 +16%
CCG
271
Cypress Capital Group
Florida
$3.15M -$4.74K -45 -0.1%
M&T Bank
272
M&T Bank
New York
$3.13M +$25.5K +242 +0.8%
LWAC
273
Laurel Wealth Advisors (California)
California
$3.04M +$3.07M +29,149 New
OA
274
Outfitter Advisors
Virginia
$2.95M +$352K +3,345 +13%
CT
275
Cambridge Trust
Massachusetts
$2.95M -$26.3K -250 -0.9%

VTI Hedge Fund Activity: Q4 2015 in Review

711 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q4 2015, worth a combined $18.2B — up 37% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new VTI positions and 43 closed out — a net gain of 70 holders — while 304 added to existing stakes and 195 trimmed.

The largest buyer was LPL Financial, adding an estimated $904M. The largest seller was Windhaven Investment Management, cutting an estimated $56M.

  • 711 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q4 2015, up from 649 in Q3 2015.
  • Funds reported $18.2B of Vanguard Total Stock Market ETF stock for Q4 2015, up 37% quarter-over-quarter.
  • 113 funds opened new Vanguard Total Stock Market ETF positions in Q4 2015 and 43 closed out, a net change of +70 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q4 2015 was LPL Financial, an estimated $904M added.
  • The largest Vanguard Total Stock Market ETF seller in Q4 2015 was Windhaven Investment Management, an estimated $56M sold.

Based on aggregated 13F filings for Q4 2015.