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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
EMA
401
Efficient Market Advisors
California
$1.11M -$380K -3,609 -25%
CA
402
Cambridge Associates
Massachusetts
$1.11M -$298K -2,834 -21%
AL
403
Aspiriant LLC
California
$1.1M -$2.14M -20,358 -66%
PMFA
404
Plante Moran Financial Advisors
Michigan
$1.1M +$123K +1,164 +12%
RWG
405
Regal Wealth Group
California
$1.08M +$1.1M +10,400 New
ONB
406
Old National Bancorp
Indiana
$1.08M -$48K -456 -4%
SFSG
407
Stearns Financial Services Group
North Carolina
$1.08M +$134K +1,271 +14%
STMM
408
South Texas Money Management
Texas
$1.07M +$1.08M +10,293 New
TG
409
Threshold Group
Washington
$1.06M +$1.07M +10,182 New
RCAG
410
Rehmann Capital Advisory Group
Michigan
$1.05M +$187K +1,780 +22%
EFS
411
Essex Financial Services
Connecticut
$1.04M +$37.2K +353 +4%
JFGIW
412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.04M -$23.2K -220 -2%
BBPWM
413
Blue Bell Private Wealth Management
Pennsylvania
$1.02M -$100K -950 -9%
HCMT
414
Highland Capital Management (Tennessee)
Tennessee
$1.02M +$43.7K +415 +4%
NC
415
NewSquare Capital
Pennsylvania
$1.02M +$360K +3,414 +54%
CCM
416
Catawba Capital Management
Virginia
$1M +$30K +285 +3%
TYCC
417
Texas Yale Capital Corp
Florida
$976K +$101K +955 +11%
GP
418
Girard Partners
Pennsylvania
$960K +$42.4K +403 +5%
Comerica Bank
419
Comerica Bank
Texas
$960K +$88.8K +843 +9%
JWM
420
Jacobus Wealth Management
Wisconsin
$958K -$105K -1,000 -10%
MC
421
Mathes Company
New York
$889K
CFA
422
Carroll Financial Associates
North Carolina
$884K +$5.9K +56 +0.7%
MLL
423
Moody Lynn & Lieberson
Massachusetts
$880K +$76.8K +729 +9%
AHS
424
Aspiriant Holdings S3
California
$877K -$73.7K -700 -8%
LIA
425
LS Investment Advisors
Michigan
$874K

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.