We are live on ! Find out more
VTI icon

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
BPB
301
Badgley, Phelps & Bell
Washington
$1.74M +$146K +1,414 +9%
DWT
302
Dorsey & Whitney Trust
South Dakota
$1.73M +$32.6K +315 +2%
CWM
303
Confluence Wealth Management
Oregon
$1.72M +$103 +1 +0%
VC
304
Vicus Capital
Pennsylvania
$1.7M +$394K +3,810 +31%
EWM
305
Elite Wealth Management
Washington
$1.7M +$1.66M +16,030 New
OCM
306
One Capital Management
California
$1.7M +$706K +6,823 +74%
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$1.65M +$745K +7,200 +86%
AC
308
Alexandria Capital
Virginia
$1.63M +$200K +1,933 +14%
DY
309
Dowling & Yahnke
California
$1.62M +$5.9K +57 +0.4%
FAM
310
Foothills Asset Management
Arizona
$1.6M +$154K +1,485 +11%
SSB
311
Sandy Spring Bank
Maryland
$1.59M -$1.76K -17 -0.1%
ST
312
Sabal Trust
Florida
$1.59M
1IA
313
1834 Investment Advisors
Wisconsin
$1.58M
CA
314
Cambridge Associates
Massachusetts
$1.58M +$194K +1,870 +14%
MHS
315
M Holdings Securities
Oregon
$1.52M -$106K -1,022 -7%
AMG
316
Asset Management Group
Connecticut
$1.51M +$531K +5,134 +56%
EMA
317
Efficient Market Advisors
California
$1.51M +$134K +1,293 +10%
RIL
318
Rothschild Investment LLC
Illinois
$1.48M -$718K -6,936 -33%
HCM
319
Howland Capital Management
Massachusetts
$1.48M
NCM
320
Neumann Capital Management
California
$1.46M +$1.42M +13,748 New
ICOA
321
Investment Centers of America
North Dakota
$1.42M -$755K -7,299 -35%
GA
322
Geneva Advisors
Illinois
$1.42M +$49.3K +476 +4%
AA
323
Ancora Advisors
Ohio
$1.42M +$134K +1,295 +11%
CNB
324
City National Bank
California
$1.41M +$290K +2,798 +27%
JWBC
325
J.W. Burns & Co
New York
$1.38M +$153K +1,475 +13%

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.