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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
CWM
526
Cabot Wealth Management
Massachusetts
$451K -$1.05K -10 -0.2%
CGL
527
Clarius Group LLC
Washington
$442K +$447K +4,241 New
CAMG
528
CWA Asset Management Group
Florida
$441K +$445K +4,228 New
MBT
529
Montecito Bank & Trust
California
$434K
CW
530
Cobiz Wealth
Colorado
$430K
AMIM
531
Aull & Monroe Investment Management
Alabama
$425K
BFM
532
Boston Financial Management
Massachusetts
$425K +$13.6K +129 +3%
IWMPD
533
Integrated Wealth Management (Palm Desert)
California
$423K -$4.74K -45 -1%
CK
534
Carnick & Kubik
Colorado
$420K
EB
535
Eastern Bank
Massachusetts
$419K +$62K +589 +17%
MHS
536
M Holdings Securities
Oregon
$414K +$139K +1,322 +50%
BW
537
Bison Wealth
Georgia
$413K +$417K +3,960 New
PIM
538
Penobscot Investment Management
Massachusetts
$412K -$134K -1,271 -24%
SA
539
Strategic Advisors
New York
$412K -$5.05K -48 -1%
MFW
540
Mosaic Family Wealth
Missouri
$402K +$407K +3,861 New
BWFA
541
Baltimore-Washington Financial Advisors
Maryland
$399K +$38.7K +367 +11%
TCM
542
TD Capital Management
Tennessee
$389K +$4K +38 +1%
SCA
543
STALEY CAPITAL ADVISERS
Pennsylvania
$385K
FHC
544
First Heartland Consultants
Missouri
$380K +$139K +1,317 +57%
RJA
545
Robshaw & Julian Associates
New York
$380K +$383K +3,640 New
VIP
546
Vantage Investment Partners
Missouri
$379K -$221K -2,095 -37%
KIA
547
Kopp Investment Advisors
Minnesota
$375K
FNBT
548
FineMark National Bank & Trust
Florida
$374K -$12.4K -118 -3%
ODCM
549
Old Dominion Capital Management
Virginia
$372K +$2.11K +20 +0.6%
BA
550
BKS Advisors
Michigan
$363K -$2.63K -25 -0.7%

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.