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Vanguard Total Stock Market ETF

546 hedge funds and large institutions have $13.7B invested in Vanguard Total Stock Market ETF in 2014 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 210 increasing their positions, 184 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+14
Holders Change %
+2.63%
% of All Funds
15.85%
Holding in Top 10
107
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
3.11%
New
40
Increased
210
Reduced
184
Closed
24
Calls
$26.3M
Puts
$17.2M
Net Calls
+$9.07M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AEPG
26
American Economic Planning Group
New Jersey
$113M -$3.26M -32,212 -3%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$111M +$421K +4,156 +0.4%
AI
28
Atria Investments
North Carolina
$111M -$4.53M -44,717 -4%
OIM
29
Opus Investment Management
Massachusetts
$107M +$14.7M +145,000 +16%
Wells Fargo
30
Wells Fargo
California
$97.5M -$2.81M -27,783 -3%
SCP
31
Simon Charitable Public
Ohio
$92.6M +$381K +3,762 +0.4%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$91.2M +$8.4M +82,979 +10%
FBFS
33
First Business Financial Services
Wisconsin
$89.4M +$2.29M +22,585 +3%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$89.1M +$1.6M +15,825 +2%
Goldman Sachs
35
Goldman Sachs
New York
$86M -$235M -2,317,934 -73%
UCFA
36
United Capital Financial Advisors
Texas
$81.1M +$2.81M +27,768 +4%
BAAM
37
Baker Avenue Asset Management
California
$73.3M +$18.3M +180,268 +33%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$72.8M -$1.63M -16,067 -2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$71.9M -$129K -1,277 -0.2%
Northern Trust
40
Northern Trust
Illinois
$68.5M +$30M +296,778 +78%
SHWM
41
Smith & Howard Wealth Management
Georgia
$60.8M +$681K +6,724 +1%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$60.6M +$321K +3,173 +0.5%
WS
43
Wedbush Securities
California
$59.5M +$9.62M +95,021 +19%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$59.4M +$2.16M +21,383 +4%
RMC
45
Regis Management Company
California
$55.9M +$4.52M +44,677 +9%
CWA
46
Convergent Wealth Advisors
Maryland
$55.7M +$16.6M +163,553 +42%
F
47
Filament
Washington
$55.1M -$1.03M -10,183 -2%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$51.8M -$427K -4,216 -0.8%
VCP
49
Vista Capital Partners
Oregon
$49.5M +$3.15M +31,150 +7%
CLA
50
Cranberry Lake Advisors
Texas
$48.8M -$2.53M -25,000 -5%