We are live on ! Find out more
VTI icon

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
KIG
376
Kovitz Investment Group
Illinois
$1.4M -$783K -7,437 -36%
Cetera Investment Advisers
377
Cetera Investment Advisers
Illinois
$1.38M +$1.39M +13,221 New
GIM
378
Greystone Investment Management
Ohio
$1.38M +$197K +1,870 +16%
EHPM
379
Emery Howard Portfolio Management
California
$1.36M -$3.16K -30 -0.2%
CWA
380
Cypress Wealth Advisors
California
$1.33M
SCM
381
Shelton Capital Management
Colorado
$1.32M
PA
382
Pinnacle Associates
New York
$1.29M -$36.8K -349 -3%
CCM
383
Coe Capital Management
Illinois
$1.28M -$131K -1,242 -9%
SCA
384
Stillwater Capital Advisors
Pennsylvania
$1.27M
JWBC
385
J.W. Burns & Co
New York
$1.25M -$8K -76 -0.6%
MCM
386
MAI Capital Management
Ohio
$1.24M +$6.32K +60 +0.5%
BCM
387
Boltwood Capital Management
California
$1.23M +$48.6K +461 +4%
OIM
388
Orca Investment Management
Oregon
$1.22M -$11.7K -111 -0.9%
FNFDCM
389
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.22M +$76.4K +725 +7%
BRM
390
Boston Research & Management
Massachusetts
$1.22M
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$1.22M -$375K -3,560 -23%
CBU
392
CIBC Bank USA
Illinois
$1.2M -$32K -304 -3%
CAPTRUST Financial Advisors
393
CAPTRUST Financial Advisors
North Carolina
$1.19M -$41.7K -396 -3%
NEIRG
394
New England Investment & Retirement Group
Massachusetts
$1.18M -$22.9K -217 -2%
APSP
395
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.18M +$12.6K +120 +1%
CAS
396
Cue Advisory Services
Arizona
$1.18M +$180K +1,710 +18%
PAS
397
Professional Advisory Services
Florida
$1.17M
EVM
398
Eaton Vance Management
Massachusetts
$1.17M +$52.8K +501 +5%
William Blair Investment Management
399
William Blair Investment Management
Illinois
$1.13M +$84.3K +800 +8%
GW
400
GW & Wade
Massachusetts
$1.12M -$548K -5,201 -33%

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.