We are live on ! Find out more
VTI icon

Vanguard Total Stock Market ETF

616 hedge funds and large institutions have $15.4B invested in Vanguard Total Stock Market ETF in 2014 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 256 increasing their positions, 155 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 23

93% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $26.6M

65% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 155

21% more funds holding in top 10

Funds holding in top 10: 107129 (+22)

13% more funds holding

Funds holding: 546616 (+70)

13% more capital invested

Capital invested by funds: $13.7B → $15.4B (+$1.74B)

0.68% more ownership

Funds ownership: 29.88%30.56% (+0.68%)

Holders
616
Holders Change
+70
Holders Change %
+12.82%
% of All Funds
16.43%
Holding in Top 10
129
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+20.56%
% of All Funds
3.44%
New
103
Increased
256
Reduced
155
Closed
23
Calls
$51.5M
Puts
$26.6M
Net Calls
+$24.8M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
176
Financial Management Professionals
Texas
$6.51M -$35.7K -345 -0.6%
ALA
177
Atherton Lane Advisers
California
$6.3M +$5.44M +52,550 +761%
NPC
178
National Planning Corporation
California
$6.29M +$953K +9,205 +18%
ANBT
179
American National Bank & Trust
Texas
$6.25M -$110K -1,059 -2%
NC
180
NewSquare Capital
Pennsylvania
$6.06M -$2.19M -21,149 -27%
LFR
181
Lehman Financial Resources
Pennsylvania
$6.05M +$3.27M +31,640 +124%
HPBT
182
High Point Bank & Trust
North Carolina
$6.04M
BC
183
Bartlett & Co
Ohio
$6.04M +$36.2K +350 +0.6%
Bank of New York Mellon
184
Bank of New York Mellon
New York
$5.97M +$81.5K +788 +1%
BTS
185
BB&T Securities
Virginia
$5.94M +$28.6K +276 +5%
CL
186
Choreo LLC
Illinois
$5.84M -$54.4K -526 -0.9%
GA
187
GFS Advisors
Texas
$5.74M +$410K +3,964 +8%
F
188
FutureAdvisor
California
$5.73M +$5.61M +54,189 New
LPC
189
Loeb Partners Corp
New York
$5.65M
SFWA
190
Summit Financial Wealth Advisors
Louisiana
$5.61M +$5.48M +52,940 New
GC
191
Garde Capital
Washington
$5.61M +$3.49M +33,753 +176%
CDIA
192
Capital Directions Investment Advisors
Georgia
$5.61M +$13.5K +130 +0.2%
ICAS
193
Investors Capital Advisory Services
Massachusetts
$5.57M +$883K +8,530 +19%
BOS
194
Bingham Osborn & Scarborough
California
$5.52M -$196K -1,895 -4%
TCM
195
Telos Capital Management
California
$5.51M +$497K +4,807 +10%
JIC
196
Joel Isaacson & Co
New York
$5.43M +$1.97M +19,056 +59%
Millennium Management
197
Millennium Management
New York
$5.38M +$5.25M +50,769 New
CT
198
Coastline Trust
Rhode Island
$5.26M -$151K -1,460 -3%
KL
199
KWMG LLC
Kansas
$5.24M +$5.13M +49,526 New
SFPM
200
Sensible Financial Planning & Management
Massachusetts
$5.22M +$5.09M +49,219 New

VTI Hedge Fund Activity: Q4 2014 in Review

616 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q4 2014, worth a combined $15.4B — up 13% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTI positions and 23 closed out — a net gain of 80 holders — while 256 added to existing stakes and 155 trimmed.

The largest buyer was Aegon USA Investment Management, adding an estimated $126M. The largest seller was Bank of America, cutting an estimated $405M.

  • 616 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q4 2014, up from 546 in Q3 2014.
  • Funds reported $15.4B of Vanguard Total Stock Market ETF stock for Q4 2014, up 13% quarter-over-quarter.
  • 103 funds opened new Vanguard Total Stock Market ETF positions in Q4 2014 and 23 closed out, a net change of +80 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q4 2014 was Aegon USA Investment Management, an estimated $126M added.
  • The largest Vanguard Total Stock Market ETF seller in Q4 2014 was Bank of America, an estimated $405M sold.

Based on aggregated 13F filings for Q4 2014.