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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
CI
76
Chartist Inc
California
$32.8M +$31.9M +303,141 +2,732%
BIAS
77
Beacon Investment Advisory Services
New Jersey
$32.2M -$1.48M -14,036 -4%
ZF
78
Zhang Financial
Michigan
$31.8M -$229K -2,179 -0.7%
RA
79
RFG Advisory
Alabama
$30.6M +$30.9M +293,146 New
FAAS
80
First Allied Advisory Services
California
$30.2M +$5.14M +48,776 +20%
HighTower Advisors
81
HighTower Advisors
Illinois
$30M +$264K +2,510 +0.9%
FI
82
FormulaFolio Investments
Michigan
$29.6M +$9.37M +88,970 +46%
USAA
83
United Services Automobile Association
Texas
$29.5M -$8.92M -84,701 -23%
RJA
84
Raymond James & Associates
Florida
$28.9M +$12.1M +114,439 +70%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$28.8M +$2.49M +23,616 +9%
BSWM
86
Boston Standard Wealth Management
Massachusetts
$28.7M +$1.28M +12,158 +5%
V
87
Veritable
Delaware
$28.5M +$1.74M +16,478 +6%
PFM
88
Peak Financial Management
Massachusetts
$28.4M +$28.6M +271,861 New
BT
89
Beacon Trust
New Jersey
$28.3M -$1.23M -11,652 -4%
IA
90
IFP Advisors
Florida
$28.1M +$28.3M +269,070 New
OBWP
91
O'Brien Wealth Partners
Massachusetts
$27.5M +$27.8M +263,596 New
ZB
92
Zions Bancorporation
Utah
$27.1M +$3.07M +29,165 +12%
JMPWA
93
JP Morgan Private Wealth Advisors
California
$27.1M +$2.87M +27,279 +12%
EAMA
94
EFG Asset Management (Americas)
Florida
$25.9M -$1.28M -12,130 -4%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$25.7M -$686K -6,515 -3%
VFS
96
VSR Financial Services
Kansas
$24.7M -$234K -2,219 -0.9%
GAG
97
GM Advisory Group
New York
$24.6M +$360K +3,422 +1%
MB
98
Mizuho Bank
Japan
$24M
RBC
99
Roble Belko & Company
Pennsylvania
$23.9M +$240K +2,281 +1%
Stifel Financial
100
Stifel Financial
Missouri
$23.3M +$3.55M +33,704 +18%

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.