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Vanguard Total Stock Market ETF

1,557 hedge funds and large institutions have $49B invested in Vanguard Total Stock Market ETF in 2019 Q4 according to their latest regulatory filings, with 299 funds opening new positions, 590 increasing their positions, 469 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more first-time investments, than exits

New positions opened: 299 | Existing positions closed: 42

100% more call options, than puts

Call options by funds: $122M | Put options by funds: $61M

26% more repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 469

24% more funds holding in top 10

Funds holding in top 10: 271335 (+64)

20% more capital invested

Capital invested by funds: $40.9B → $49B (+$8.06B)

18% more funds holding

Funds holding: 1,3141,557 (+243)

1.24% more ownership

Funds ownership: 33.73%34.96% (+1.2%)

Holders
1,557
Holders Change
+243
Holders Change %
+18.49%
% of All Funds
30.68%
Holding in Top 10
335
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+23.62%
% of All Funds
6.6%
New
299
Increased
590
Reduced
469
Closed
42
Calls
$122M
Puts
$61M
Net Calls
+$61M
Net Calls Change
-$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
251
Kore Private Wealth
New York
$17.1M +$460K +2,935 +3%
BFEC
252
Benjamin F. Edwards & Company
Missouri
$17M -$844K -5,388 -5%
AWM
253
AE Wealth Management
Kansas
$16.9M +$2.16M +13,780 +15%
MWM
254
MorganRosel Wealth Management
Colorado
$16.8M +$225K +1,439 +1%
EPWM
255
Essex Private Wealth Management
Massachusetts
$16.7M +$16M +102,173 New
VFA
256
Valeo Financial Advisors
Indiana
$16.6M +$365K +2,328 +2%
CGA
257
Crescent Grove Advisors
Illinois
$16.6M +$270K +1,725 +2%
JFGLC
258
Johnson Financial Group LLC (Colorado)
Colorado
$16.6M -$1.85M -11,778 -10%
VAM
259
Verity Asset Management
North Carolina
$16.5M +$6.65M +42,454 +72%
WFA
260
Wade Financial Advisory
California
$16.2M +$15.5M +98,795 New
DT
261
Diversified Trust
Tennessee
$16M -$8.36M -53,340 -35%
EA
262
Elm Advisors
California
$16M -$181K -1,158 -1%
WCM
263
Washington Capital Management
Washington
$15.9M +$1.81M +11,538 +13%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$15.9M
PFA
265
Pure Financial Advisors
California
$15.8M -$176K -1,124 -1%
VFA
266
Voya Financial Advisors
Connecticut
$15.6M +$154K +981 +1%
DBT
267
Dubuque Bank & Trust
Iowa
$15.5M -$3.62M -23,086 -20%
MIAN
268
Mariner Independent Advisor Network
Kansas
$15.5M +$1.53M +9,757 +11%
FFWA
269
FRG Family Wealth Advisors
Washington
$15.4M +$7.33M +46,766 +99%
LK
270
Lumbard & Kellner
New Hampshire
$15.1M -$6.22M -39,675 -30%
VWA
271
VERITY Wealth Advisors
United States
$15M -$899K -5,740 -6%
KCM
272
Kathmere Capital Management
Pennsylvania
$15M +$14.3M +91,504 New
TCM
273
Telos Capital Management
California
$15M +$132K +842 +0.9%
PA
274
Parallel Advisors
California
$14.8M +$460K +2,934 +3%
ASW
275
Astoria Strategic Wealth
Texas
$14.8M +$14.1M +89,796 New

VTI Hedge Fund Activity: Q4 2019 in Review

1,557 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q4 2019, worth a combined $49B — up 20% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 299 funds opened new VTI positions and 42 closed out — a net gain of 257 holders — while 590 added to existing stakes and 469 trimmed.

The largest buyer was Novo Holdings A/S, opening a new position worth an estimated $678M. The largest seller was UBS AM, exiting entirely with an estimated $329M sold.

  • 1,557 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q4 2019, up from 1,314 in Q3 2019.
  • Funds reported $49B of Vanguard Total Stock Market ETF stock for Q4 2019, up 20% quarter-over-quarter.
  • 299 funds opened new Vanguard Total Stock Market ETF positions in Q4 2019 and 42 closed out, a net change of +257 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q4 2019 was Novo Holdings A/S, an estimated $678M added.
  • The largest Vanguard Total Stock Market ETF seller in Q4 2019 was UBS AM, an estimated $329M sold.

Based on aggregated 13F filings for Q4 2019.