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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
VIA
651
Vantage Investment Advisors
Pennsylvania
$145K +$43.6K +414 +42%
SIG
652
Stanford Investment Group
California
$140K +$4.53K +43 +3%
CPIG
653
Chicago Partners Investment Group
Illinois
$138K +$42.2K +401 +44%
BKA
654
Brick & Kyle Associates
Pennsylvania
$137K +$16K +152 +13%
DAM
655
Delta Asset Management
Tennessee
$134K +$126K +1,200 +1,429%
MSFP
656
Mark Sheptoff Financial Planning
Connecticut
$129K +$131K +1,240 New
TFA
657
Transamerica Financial Advisors
Florida
$126K +$101K +956 +379%
TC
658
Trust Company
Kansas
$125K +$94.8K +900 +300%
SA
659
SRH Advisors
Kansas
$103K
CWM
660
Cranbrook Wealth Management
Michigan
$98K
AIP
661
Ameritas Investment Partners
Nebraska
$97K
IAS
662
INR Advisory Services
Pennsylvania
$96K +$2.63K +25 +3%
IFA
663
Interactive Financial Advisors
Illinois
$96K +$97.2K +923 New
RFWA
664
RPg Family Wealth Advisory
Massachusetts
$79.9K +$80.7K +766 New
EFSCE
665
Enterprise Financial Services Corp (EFSC)
Missouri
$78K
CBT
666
Central Bank & Trust
Kentucky
$73K
VC
667
Vestor Capital
Illinois
$73K
HWP
668
Hefty Wealth Partners
Indiana
$70K +$71.6K +680 New
PR
669
Payden & Rygel
California
$68K
SMG
670
Spectrum Management Group
Indiana
$62K -$8.43K -80 -12%
AWMS
671
Advocacy Wealth Management Services
Georgia
$61K +$61.1K +580 New
ASN
672
Advisory Services Network
Georgia
$56K -$20.4M -193,309 -100%
WRM
673
Westport Resources Management
Connecticut
$55K -$30.9K -293 -36%
TCOV
674
Trust Company of Vermont
Vermont
$53K -$16K -152 -23%
HNB
675
Huntington National Bank
Ohio
$48K

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.