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Vanguard Total Stock Market ETF

1,771 hedge funds and large institutions have $61.9B invested in Vanguard Total Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 672 increasing their positions, 592 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,192% more call options, than puts

Call options by funds: $2.65B | Put options by funds: $115M

574% more first-time investments, than exits

New positions opened: 283 | Existing positions closed: 42

18% more capital invested

Capital invested by funds: $52.5B → $61.9B (+$9.38B)

14% more funds holding

Funds holding: 1,5591,771 (+212)

14% more repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 592

13% more funds holding in top 10

Funds holding in top 10: 337380 (+43)

1.47% less ownership

Funds ownership: 32.43%30.96% (-1.5%)

Holders
1,771
Holders Change
+212
Holders Change %
+13.6%
% of All Funds
31.34%
Holding in Top 10
380
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+12.76%
% of All Funds
6.72%
New
283
Increased
672
Reduced
592
Closed
42
Calls
$2.65B
Puts
$115M
Net Calls
+$2.53B
Net Calls Change
+$769M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
501
Capital Investment Advisory Services
North Carolina
$7.24M -$99.3K -543 -1%
SFA
502
Source Financial Advisors
New York
$7.24M +$6.8M +37,190 New
BUB
503
BBVA USA Bancshares
Texas
$7.18M -$1.48M -8,115 -18%
HL
504
HeadInvest LLC
Maine
$7.15M +$597K +3,265 +10%
PCG
505
Private Capital Group
Connecticut
$7.12M -$9.32K -51 -0.1%
FI
506
FormulaFolio Investments
Michigan
$7.11M +$1.91M +10,471 +40%
FRA
507
Frank Rimerman Advisors
California
$7.11M +$6.68M +36,528 New
LWM
508
Liberty Wealth Management
California
$7.11M +$325K +1,778 +5%
LCS
509
Levin Capital Strategies
New York
$7.05M +$1.89M +10,343 +40%
AAP
510
Arax Advisory Partners
Colorado
$7.03M +$131K +715 +2%
AWA
511
ARQ Wealth Advisors
Arizona
$6.98M -$403K -2,204 -6%
OC
512
Oppenheimer & Co
New York
$6.92M +$700K +3,831 +12%
RMDI
513
R.M. Davis Inc
Maine
$6.85M +$564K +3,087 +10%
IFA
514
Interactive Financial Advisors
Illinois
$6.83M +$6.31M +34,504 +5,722%
CTC
515
Central Trust Company
Missouri
$6.83M +$52.5K +287 +0.8%
SFWA
516
Summit Financial Wealth Advisors
Louisiana
$6.83M -$124K -680 -2%
CAGAS
517
Capital Advisory Group Advisory Services
Minnesota
$6.77M +$1.15M +6,283 +22%
ML
518
McAdam LLC
Pennsylvania
$6.75M -$183K -999 -3%
BCMO
519
Buckingham Capital Management (Ohio)
Ohio
$6.71M -$240K -1,311 -4%
AAM
520
Autus Asset Management
Arizona
$6.68M -$311K -1,701 -5%
EWM
521
Empirical Wealth Management
Washington
$6.65M -$993K -5,435 -14%
BFPW
522
BOK Financial Private Wealth
Colorado
$6.65M +$2.78M +15,203 +80%
AIC
523
Ameritas Investment Company
Nebraska
$6.62M +$874K +4,781 +17%
ACM
524
Azimuth Capital Management
Michigan
$6.54M
FPCG
525
Fort Pitt Capital Group
Pennsylvania
$6.53M -$76.4K -418 -1%

VTI Hedge Fund Activity: Q4 2020 in Review

1,771 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q4 2020, worth a combined $61.9B — up 18% from $52.5B a quarter earlier.

Buyers outnumbered sellers: 283 funds opened new VTI positions and 42 closed out — a net gain of 241 holders — while 672 added to existing stakes and 592 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $292M. The largest seller was UBS Group, cutting an estimated $477M.

  • 1,771 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q4 2020, up from 1,559 in Q3 2020.
  • Funds reported $61.9B of Vanguard Total Stock Market ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 283 funds opened new Vanguard Total Stock Market ETF positions in Q4 2020 and 42 closed out, a net change of +241 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q4 2020 was Churchill Management, an estimated $292M added.
  • The largest Vanguard Total Stock Market ETF seller in Q4 2020 was UBS Group, an estimated $477M sold.

Based on aggregated 13F filings for Q4 2020.