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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
CWM
351
Concert Wealth Management
California
$1.05M +$47.3K +457 +5%
CBN
352
Cadence Bank NA
Texas
$1.04M
AACR
353
ACR Alpine Capital Research
Missouri
$1.04M -$9.83K -95 -1%
PA
354
Paracle Advisors
Washington
$1M -$3.1K -30 -0.3%
RC
355
Roundview Capital
New Jersey
$985K +$341K +3,300 +55%
PA
356
Pinnacle Associates
New York
$957K +$142K +1,376 +18%
BCM
357
Boltwood Capital Management
California
$955K +$4.45K +43 +0.5%
PHS
358
Pekin Hardy Strauss
Illinois
$944K +$121K +1,170 +15%
PVH
359
Psagot Value Holdings
Israel
$922K +$82.8K +800 +10%
ONB
360
Old National Bancorp
Indiana
$920K
MC
361
Mathes Company
New York
$914K
CCM
362
Catawba Capital Management
Virginia
$911K
WPIC
363
White Pine Investment Company
Michigan
$897K -$96.8K -935 -10%
HCMT
364
Highland Capital Management (Tennessee)
Tennessee
$895K -$12.4K -120 -1%
MLL
365
Moody Lynn & Lieberson
Massachusetts
$893K +$188K +1,821 +28%
TYCC
366
Texas Yale Capital Corp
Florida
$891K -$9.31K -90 -1%
MJP
367
Michael J. Puzo
$887K
KWILP
368
Kiwi Wealth Investments Limited Partnership
New Zealand
$886K +$612K +5,917 +243%
EP
369
Edgestream Partners
New Jersey
$880K -$2.21M -21,343 -72%
OPCM
370
Osborne Partners Capital Management
California
$873K +$216K +2,087 +34%
KWMG
371
King Wealth Management Group
Florida
$864K +$141K +1,358 +20%
EA
372
Evanston Advisors
Illinois
$859K
PFS
373
Prospera Financial Services
Texas
$835K +$369K +3,568 +83%
BWM
374
Bernicke Wealth Management
Wisconsin
$834K +$814K +7,868 New
OA
375
Oxbow Advisors
Texas
$833K

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.