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Vanguard Total Stock Market ETF

517 hedge funds and large institutions have $13B invested in Vanguard Total Stock Market ETF in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 214 increasing their positions, 173 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+10
Holders Change %
+1.97%
% of All Funds
14.94%
Holding in Top 10
108
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.89%
% of All Funds
3.12%
New
46
Increased
214
Reduced
173
Closed
32
Calls
$18M
Puts
$6.68M
Net Calls
+$11.3M
Net Calls Change
+$5.61M
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$113M +$3.1M +31,793 +3%
SE
27
Summit Equities
New Jersey
$113M +$113M +1,160,955 New
AI
28
Atria Investments
North Carolina
$112M +$57.3K +588 +0.1%
AEPG
29
American Economic Planning Group
New Jersey
$111M -$68.3K -701 -0.1%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$106M +$9.03M +92,664 +9%
MB
31
Mizuho Bank
Japan
$101M +$101M +1,040,000 New
Deutsche Bank
32
Deutsche Bank
Germany
$96.5M +$5.64M +57,899 +6%
SCP
33
Simon Charitable Public
Ohio
$88.4M +$15.7M +160,839 +22%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$83.4M -$5.75M -59,006 -6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$81.2M -$29.9M -307,194 -27%
FBFS
36
First Business Financial Services
Wisconsin
$78.9M -$2.25M -23,077 -3%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$70.8M +$70.8M +718,506 New
OIM
38
Opus Investment Management
Massachusetts
$69.7M +$12.7M +130,000 +22%
UCFA
39
United Capital Financial Advisors
Texas
$69M +$64.3M +660,067 +1,370%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$62.3M +$4.7M +48,260 +8%
SHWM
41
Smith & Howard Wealth Management
Georgia
$56.4M +$1.79M +18,314 +3%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$55M +$31.3M +321,486 +132%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$53.7M +$4.46M +45,770 +9%
F
44
Filament
Washington
$53.1M +$526K +5,399 +1%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$50.7M -$2.02M -20,745 -4%
CLA
46
Cranberry Lake Advisors
Texas
$50.7M -$4.87M -50,000 -9%
BAAM
47
Baker Avenue Asset Management
California
$49.7M +$7.2M +73,920 +17%
RMC
48
Regis Management Company
California
$48.3M +$1.35M +13,820 +3%
EFS
49
Edelman Financial Services
Virginia
$46.4M +$799K +8,197 +2%
B
50
Bailard
California
$44.9M +$127K +1,306 +0.3%