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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
LWA
501
Lenox Wealth Advisors
New York
$4.93M +$206K +1,313 +5%
SIA
502
Sovereign Investment Advisors
Arizona
$4.92M +$4.71M +30,092 New
SFG
503
StrategIQ Financial Group
Indiana
$4.91M -$25.2K -161 -0.5%
CCG
504
Cypress Capital Group
Florida
$4.89M +$288K +1,835 +7%
AA
505
Ancora Advisors
Ohio
$4.84M -$45.4K -290 -1%
PWMAG
506
Pinnacle Wealth Management Advisory Group
New Jersey
$4.83M +$37.6K +240 +0.8%
JWCA
507
J.W. Cole Advisors
Florida
$4.83M +$4.63M +29,529 New
BRWA
508
B. Riley Wealth Advisors
Florida
$4.83M +$341K +2,174 +8%
S
509
SignatureFD
Georgia
$4.83M +$685K +4,371 +17%
FPCG
510
Fort Pitt Capital Group
Pennsylvania
$4.81M
ACI
511
Alpha Cubed Investments
California
$4.8M +$60.2K +384 +1%
RFA
512
Radnor Financial Advisors
Pennsylvania
$4.8M +$4.6M +29,343 New
FEG
513
Fund Evaluation Group
Ohio
$4.78M +$4.58M +29,240 New
APA
514
American Portfolios Advisors
New York
$4.77M +$134K +855 +3%
GLLW
515
Graves Light Lenhart Wealth
Virginia
$4.76M +$10.5K +67 +0.2%
TT
516
TI-Trust
Illinois
$4.74M +$4.54M +28,950 New
DMC
517
Drexel Morgan & Co
Pennsylvania
$4.73M -$65.3K -417 -1%
MFC
518
Miramar Fiduciary Corp
Nevada
$4.7M
ACM
519
Azimuth Capital Management
Michigan
$4.69M
NSB
520
Norway Savings Bank
Maine
$4.67M -$195K -1,244 -4%
SAM
521
Silvercrest Asset Management
New York
$4.65M
KA
522
Klingman & Associates
New York
$4.62M +$23.7K +151 +0.5%
HL
523
HeadInvest LLC
Maine
$4.6M +$38.4K +245 +0.9%
LWMT
524
Legacy Wealth Management (Tennessee)
Tennessee
$4.59M +$135K +860 +3%
WA
525
Winfield Associates
Ohio
$4.58M -$115K -736 -3%

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.