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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
OC
451
Oppenheimer & Co
New York
$6.11M +$507K +3,235 +9%
OMC
452
Overbrook Management Corp
New York
$6.11M +$788K +5,027 +16%
SWIG
453
Strategic Wealth Investment Group
Kentucky
$6.09M +$5.83M +37,230 New
AF
454
Advisornet Financial
Minnesota
$6.08M +$38.9K +248 +0.7%
RGC
455
Roberts, Glore & Co
Illinois
$6.06M +$3.69M +23,570 +175%
PFM
456
Parsec Financial Management
North Carolina
$6.06M -$10.8K -69 -0.2%
RC
457
Roundview Capital
New Jersey
$6.05M +$615K +3,923 +12%
Mercer Global Advisors
458
Mercer Global Advisors
Colorado
$6.03M +$215K +1,373 +4%
DWT
459
Dorsey & Whitney Trust
South Dakota
$6.02M +$376K +2,400 +7%
ACP
460
Ashfield Capital Partners
California
$5.92M -$30.9K -197 -0.5%
GJIC
461
Gamble Jones Investment Counsel
California
$5.91M -$350K -2,232 -6%
SPC
462
Sigma Planning Corp
Michigan
$5.91M +$528K +3,371 +10%
EAMA
463
EFG Asset Management (Americas)
Florida
$5.87M -$1.5M -9,557 -21%
DC
464
Derby & Company
Massachusetts
$5.87M -$9.09K -58 -0.2%
SLF
465
Sun Life Financial
Ontario, Canada
$5.84M
EPM
466
Elm Partners Management
Pennsylvania
$5.78M -$15.7M -100,469 -72%
TVAMP
467
Tennessee Valley Asset Management Partners
Tennessee
$5.77M +$8.3K +53 +0.2%
BCA
468
Berman Capital Advisors
Georgia
$5.74M +$67.7K +432 +1%
MFG
469
Merit Financial Group
Georgia
$5.74M +$669K +4,270 +14%
WAM
470
Wealthspire Advisors (Maryland)
Maryland
$5.74M +$1.49M +9,535 +37%
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$5.71M -$445K -2,842 -8%
Kovitz Investment Group Partners
472
Kovitz Investment Group Partners
Illinois
$5.66M +$673K +4,298 +14%
HFA
473
Hoover Financial Advisors
Pennsylvania
$5.65M +$5.41M +34,541 New
VWA
474
V Wealth Advisors
Kansas
$5.63M
BG
475
Berry Group
Massachusetts
$5.56M +$5.32M +33,956 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.