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Vanguard Total Stock Market ETF

1,772 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 284 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

576% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 42

18% more capital invested

Capital invested by funds: $52.5B → $61.9B (+$9.4B)

14% more funds holding

Funds holding: 1,5591,772 (+213)

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: 337381 (+44)

1.47% less ownership

Funds ownership: 32.43%30.97% (-1.5%)

Holders
1,772
Holders Change
+213
Holders Change %
+13.66%
% of All Funds
31.35%
Holding in Top 10
381
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+13.06%
% of All Funds
6.74%
New
284
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
WIA
776
Wealthstreet Investment Advisors
Texas
$2.64M +$82.3K +450 +3%
RPCA
777
Running Point Capital Advisors
California
$2.64M +$2.48M +13,550 New
GP
778
Girard Partners
Pennsylvania
$2.63M +$1.26M +6,868 +104%
5L
779
55I LLC
Massachusetts
$2.61M +$478K +2,614 +24%
PIA
780
Perennial Investment Advisors
California
$2.61M +$607K +3,322 +33%
JWBC
781
J.W. Burns & Co
New York
$2.6M -$43.3K -237 -2%
BFG
782
Barber Financial Group
Kansas
$2.6M -$301K -1,645 -11%
BDWCC
783
B&D White Capital Company
Texas
$2.6M +$2.44M +13,349 New
CIBC Asset Management
784
CIBC Asset Management
Ontario, Canada
$2.58M +$461K +2,520 +23%
SBH
785
Segall Bryant & Hamill
Illinois
$2.57M -$243K -1,332 -9%
VST
786
Van Strum & Towne
California
$2.57M -$105K -575 -4%
SEIA
787
Signature Estate & Investment Advisors
California
$2.56M +$81.3K +445 +4%
First Manhattan
788
First Manhattan
New York
$2.55M +$60.7K +332 +3%
PFM
789
Phillips Financial Management
Indiana
$2.54M +$40K +219 +2%
PI
790
Pachira Investments
California
$2.54M +$1.05M +5,725 +78%
SFP
791
Strategic Financial Partners
Oregon
$2.5M -$19.4K -106 -0.8%
SWM
792
Shakespeare Wealth Management
Wisconsin
$2.5M
LWP
793
Laurel Wealth Planning
Minnesota
$2.49M +$2.34M +12,804 New
SSB
794
Sandy Spring Bank
Maryland
$2.49M -$49.9K -273 -2%
EWA
795
Exencial Wealth Advisors
Oklahoma
$2.47M -$40.4K -221 -2%
CPIA
796
Cornell Pochily Investment Advisors
New York
$2.47M +$10.4K +57 +0.5%
BP
797
BCK Partners
New York
$2.46M +$2.31M +12,663 New
Cerity Partners
798
Cerity Partners
New York
$2.45M +$616K +3,368 +36%
LFF
799
Level Four Financial
Texas
$2.44M +$2.29M +12,552 New
SF
800
Symphony Financial
Texas
$2.44M -$537K -2,940 -19%

VTI Hedge Fund Activity: Q4 2020 in Review

1,772 of the 5,652 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: 284 funds opened new VTI positions and 42 closed out — a net gain of 242 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.

  • 1,772 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.
  • 284 funds opened new Vanguard Total Stock Market ETF positions in Q4 2020 and 42 closed out, a net change of +242 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.