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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
SWP
301
Strategic Wealth Partners
Ohio
$12.7M -$672K -4,292 -5%
RFM
302
Royal Fund Management
Florida
$12.7M +$597K +3,812 +5%
KeyBank National Association
303
KeyBank National Association
Ohio
$12.6M -$397K -2,533 -3%
OWP
304
Obermeyer Wealth Partners
Colorado
$12.6M -$56.7K -362 -0.5%
IWC
305
Integrated Wealth Concepts
Massachusetts
$12.6M +$681K +4,345 +6%
USAA
306
United Services Automobile Association
Texas
$12.4M -$1.59M -10,142 -12%
State Street
307
State Street
Massachusetts
$12.4M -$519K -3,313 -4%
Millennium Management
308
Millennium Management
New York
$12.4M +$10.7M +68,263 +935%
IA
309
IFG Advisory
Georgia
$12.4M +$836K +5,337 +8%
GRP
310
Global Retirement Partners
California
$12.3M -$220K -1,407 -2%
WCM
311
Washburn Capital Management
Florida
$12.3M +$11.8M +75,108 New
GC
312
Garde Capital
Washington
$12.3M +$424K +2,709 +4%
FT
313
Fiduciary Trust
Massachusetts
$12.2M +$93.7K +598 +0.8%
CNBT
314
Cornerstone National Bank & Trust
Illinois
$12.2M +$11.7M +74,735 New
GWM
315
Geneos Wealth Management
Colorado
$12.2M +$204K +1,299 +2%
QCG
316
Quadrant Capital Group
Ohio
$12.1M +$4.41M +28,167 +62%
PIG
317
Pantheon Investment Group
California
$12M +$11.5M +73,200 New
OIWM
318
OptiFour Integrated Wealth Management
Virginia
$11.9M -$322K -2,053 -3%
CWA
319
Clarity Wealth Advisors
California
$11.8M +$11.3M +72,232 New
MECA
320
Miller Equity Capital Advisors
Texas
$11.7M +$11.2M +71,411 New
TFGT
321
TS Financial Group (TSFG)
Illinois
$11.6M +$149K +948 +1%
SFO
322
Stokes Family Office
Louisiana
$11.6M +$11.1M +71,124 New
IC
323
InterOcean Capital
Illinois
$11.5M -$147K -939 -1%
SFPM
324
Sensible Financial Planning & Management
Massachusetts
$11.5M -$139K -886 -1%
BlackRock
325
BlackRock
New York
$11.5M -$1.83M -11,693 -14%

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.