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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
AMG
401
Asset Management Group
Connecticut
$8.08M +$9.09K +58 +0.1%
DBRC
402
D.B. Root & Company
Pennsylvania
$8.01M +$422K +2,693 +6%
PA
403
Pinnacle Associates
New York
$7.97M +$249K +1,591 +3%
FI
404
FormulaFolio Investments
Michigan
$7.9M -$488K -3,116 -6%
PPA
405
Parametric Portfolio Associates
Washington
$7.86M -$58.1K -371 -0.8%
CT
406
Coastline Trust
Rhode Island
$7.82M -$68.8K -439 -0.9%
W
407
WealthStone
Ohio
$7.82M -$14.9K -95 -0.2%
CIC
408
Carnegie Investment Counsel
Ohio
$7.8M -$314K -2,001 -4%
SIM
409
Stratos Investment Management
Ohio
$7.76M +$933K +5,958 +14%
WPW
410
Waldron Private Wealth
Pennsylvania
$7.72M +$1.68M +10,720 +29%
KA
411
Kovack Advisors
Florida
$7.71M +$342K +2,182 +5%
CFS
412
Cannon Financial Strategists
Georgia
$7.7M -$69.7K -445 -0.9%
LFAS
413
Level Four Advisory Services
Texas
$7.68M +$1.14M +7,293 +18%
MWM
414
Moulton Wealth Management
Washington
$7.67M +$7.33M +46,766 New
IFA
415
Interactive Financial Advisors
Illinois
$7.63M +$2.1M +13,416 +40%
PCG
416
Private Capital Group
Connecticut
$7.59M -$816K -5,209 -10%
BOS
417
Bingham Osborn & Scarborough
California
$7.59M +$299K +1,907 +4%
SFM
418
Signet Financial Management
New Jersey
$7.59M -$158K -1,009 -2%
FCM
419
Firestone Capital Management
Florida
$7.56M +$7.24M +46,216 New
QI
420
QS Investors
New York
$7.56M +$199K +1,273 +3%
Chevy Chase Trust
421
Chevy Chase Trust
Maryland
$7.52M +$908K +5,795 +14%
VCM
422
Vivaldi Capital Management
Illinois
$7.51M +$570K +3,641 +9%
HH
423
Hilltop Holdings
Texas
$7.51M +$2.48M +15,811 +53%
ML
424
McAdam LLC
Pennsylvania
$7.48M -$1.43M -9,155 -17%
BPB
425
Badgley, Phelps & Bell
Washington
$7.39M +$138K +878 +2%

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.