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Vanguard Total Stock Market ETF

532 hedge funds and large institutions have $14.1B invested in Vanguard Total Stock Market ETF in 2014 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 221 increasing their positions, 164 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+15
Holders Change %
+2.9%
% of All Funds
15.3%
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.11%
New
42
Increased
221
Reduced
164
Closed
26
Calls
$34.1M
Puts
$10.4M
Net Calls
+$23.6M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SE
26
Summit Equities
New Jersey
$126M +$8.35M +82,004 +7%
AEPG
27
American Economic Planning Group
New Jersey
$117M +$764K +7,508 +0.7%
AI
28
Atria Investments
North Carolina
$116M -$840K -8,249 -0.7%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$111M +$597K +5,871 +0.5%
Wells Fargo
30
Wells Fargo
California
$101M -$17.5M -172,330 -15%
OIM
31
Opus Investment Management
Massachusetts
$92.8M +$20.1M +197,200 +28%
SCP
32
Simon Charitable Public
Ohio
$92.7M +$398K +3,914 +0.4%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$87.9M +$843K +8,281 +1%
FBFS
34
First Business Financial Services
Wisconsin
$87.6M +$5.25M +51,561 +6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$83.2M -$1.57M -15,386 -2%
UCFA
36
United Capital Financial Advisors
Texas
$78.7M +$6.61M +64,904 +9%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$74.9M +$1.74M +17,091 +2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$72.4M +$7.38M +72,519 +11%
MB
39
Mizuho Bank
Japan
$61.1M -$44.8M -440,000 -42%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$60.6M +$4.51M +44,348 +8%
SHWM
41
Smith & Howard Wealth Management
Georgia
$60.4M +$1.56M +15,309 +3%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$57.5M +$82.9K +815 +0.1%
F
43
Filament
Washington
$56.4M +$974K +9,575 +2%
BAAM
44
Baker Avenue Asset Management
California
$55.3M +$3.4M +33,372 +7%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$52.5M -$433K -4,255 -0.8%
RMC
46
Regis Management Company
California
$51.7M +$1.2M +11,811 +2%
CLA
47
Cranberry Lake Advisors
Texas
$51.6M -$1.27M -12,500 -2%
WS
48
Wedbush Securities
California
$50.2M +$14M +138,026 +39%
EFS
49
Edelman Financial Services
Virginia
$49.1M +$671K +6,590 +1%
LNC
50
Lincoln National Corp
Pennsylvania
$48.1M +$3.15M +31,001 +7%