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Vanguard Total Stock Market ETF
VTI

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

169% more call options, than puts

Call options by funds: $18M | Put options by funds: $6.68M

44% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 32

24% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 173

12% more capital invested

Capital invested by funds: $11.6B → $13B (+$1.34B)

2% more funds holding

Funds holding: 507 → 517 (+10)

2% more funds holding in top 10

Funds holding in top 10: 106 → 108 (+2)

1.27% more ownership

Funds ownership: 29.91% → 31.18% (+1.3%)

Holders
517
Holders Change
+10
Holders Change %
+1.97%
% of All Funds
14.93%
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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$142M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$136M
3
PPFA
Provida Pension Fund Administrator
Chile
+$127M
4
MB
Mizuho Bank
Japan
+$99.6M
5
AUIM
Aegon USA Investment Management
Iowa
+$96.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$81.5M
2
Invesco
Invesco
Georgia
-$56.8M
3
AAM
American Asset Management
Florida
-$37.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.4M
5
SR
Swiss Reinsurance
Switzerland
-$28.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$113M +$3.04M +31,793 +3%
SE
27
Summit Equities
New Jersey
$113M +$111M +1,160,955 New
AI
28
Atria Investments
North Carolina
$112M +$56.3K +588 +0.1%
AEPG
29
American Economic Planning Group
New Jersey
$111M -$67.1K -701 -0.1%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$106M +$8.87M +92,664 +9%
MB
31
Mizuho Bank
Japan
$101M +$99.6M +1,040,000 New
Deutsche Bank
32
Deutsche Bank
Germany
$96.5M +$5.54M +57,899 +6%
SCP
33
Simon Charitable Public
Ohio
$88.4M +$15.4M +160,839 +22%
JP Morgan Chase
34
JP Morgan Chase
New York
$83.4M -$5.65M -59,006 -6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$81.2M -$29.4M -307,194 -27%
FBFS
36
First Business Financial Services
Wisconsin
$78.9M -$2.21M -23,077 -3%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$70.8M +$68.8M +718,506 New
OIM
38
Opus Investment Management
Massachusetts
$69.7M +$12.4M +130,000 +22%
UCFA
39
United Capital Financial Advisors
Texas
$69M +$63.2M +660,067 +1,370%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$62.3M +$4.62M +48,260 +8%
SHWM
41
Smith & Howard Wealth Management
Georgia
$56.4M +$1.75M +18,314 +3%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$55M +$30.8M +321,486 +132%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$53.7M +$4.38M +45,770 +9%
F
44
Filament
Washington
$53.1M +$517K +5,399 +1%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$50.7M -$1.99M -20,745 -4%
CLA
46
Cranberry Lake Advisors
Texas
$50.7M -$4.79M -50,000 -9%
BAAM
47
Baker Avenue Asset Management
California
$49.7M +$7.08M +73,920 +17%
RMC
48
Regis Management Company
California
$48.3M +$1.32M +13,820 +3%
EFS
49
Edelman Financial Services
Virginia
$46.4M +$785K +8,197 +2%
B
50
Bailard
California
$44.9M +$125K +1,306 +0.3%
1
2
3 4 5

VTI Hedge Fund Activity: Q1 2014 in Review

517 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q1 2014, worth a combined $13B — up 12% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new VTI positions and 32 closed out — a net gain of 14 holders — while 214 added to existing stakes and 173 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $142M. The largest seller was Morgan Stanley, cutting an estimated $81.5M.

  • 517 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q1 2014, up from 507 in Q4 2013.
  • Funds reported $13B of Vanguard Total Stock Market ETF stock for Q1 2014, up 12% quarter-over-quarter.
  • 46 funds opened new Vanguard Total Stock Market ETF positions in Q1 2014 and 32 closed out, a net change of +14 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q1 2014 was Goldman Sachs, an estimated $142M added.
  • The largest Vanguard Total Stock Market ETF seller in Q1 2014 was Morgan Stanley, an estimated $81.5M sold.

Based on aggregated 13F filings for Q1 2014.