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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
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$15.9M +$16.1M +152,628 New
ANTB
127
AMG National Trust Bank
Colorado
$15.9M +$682K +6,474 +4%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$15.9M -$226K -2,147 -1%
IF
129
IRON Financial
Illinois
$15.8M +$430K +4,085 +3%
Creative Planning
130
Creative Planning
Kansas
$15.7M +$414K +3,929 +3%
NSIM
131
North Star Investment Management
Illinois
$15.5M +$99.5K +945 +0.6%
FCI
132
Financial Counselors Inc
Kansas
$15.5M +$388K +3,686 +3%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$14.9M +$1.93M +18,308 +15%
BCP
134
Berkeley Capital Partners
Georgia
$14.6M +$14.7M +139,939 New
AWM
135
AllSquare Wealth Management
New York
$14.5M -$83.4K -792 -0.6%
BCI
136
Brinker Capital Investments
Pennsylvania
$14.3M -$1.09M -10,303 -7%
EAM
137
Evanson Asset Management
California
$13.7M +$23.2K +220 +0.2%
VFA
138
Voya Financial Advisors
Connecticut
$13.6M +$1.3M +12,338 +11%
BCMO
139
Buckingham Capital Management (Ohio)
Ohio
$13.6M +$285K +2,705 +2%
NYLIM
140
New York Life Investment Management
New York
$13.5M -$284K -2,700 -2%
OAJ
141
Ogorek Anthony Joseph
New York
$13.5M +$382K +3,626 +3%
LGWM
142
Litman Gregory Wealth Management
California
$13.5M +$13.6M +129,365 New
TFCP
143
Twin Focus Capital Partners
Massachusetts
$13.5M -$38.3K -364 -0.3%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$13.3M -$1.96M -18,578 -13%
MFS
145
MSI Financial Services
Massachusetts
$13.1M +$9.8M +93,008 +288%
SAM
146
Securian Asset Management
Minnesota
$12.8M +$13M +123,132 New
KIA
147
KCM Investment Advisors
California
$12.5M -$1.15M -10,923 -8%
SLF
148
Sun Life Financial
Ontario, Canada
$12.4M +$12.5M +118,636 New
NSAM
149
North Star Asset Management
Wisconsin
$12.1M +$376K +3,567 +3%
EK
150
Evensky & Katz
Florida
$12.1M +$1.86M +17,621 +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.