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Vanguard Total Stock Market ETF

1,307 hedge funds and large institutions have $40.4B invested in Vanguard Total Stock Market ETF in 2019 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 530 increasing their positions, 466 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

407% more call options, than puts

Call options by funds: $80.1M | Put options by funds: $15.8M

100% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 42

14% more repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 466

2% more funds holding

Funds holding: 1,2791,307 (+28)

1% more funds holding in top 10

Funds holding in top 10: 276280 (+4)

4% more capital invested

Capital invested by funds: $38.7B → $40.4B (+$1.71B)

0.5% less ownership

Funds ownership: 35.29%34.79% (-0.5%)

Holders
1,307
Holders Change
+28
Holders Change %
+2.19%
% of All Funds
28.39%
Holding in Top 10
280
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.45%
% of All Funds
6.08%
New
84
Increased
530
Reduced
466
Closed
42
Calls
$80.1M
Puts
$15.8M
Net Calls
+$64.3M
Net Calls Change
+$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
76
Wealthspire Advisors (New York)
New York
$90.4M +$76.7K +521 +0.1%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$89.1M +$4.11M +27,903 +5%
RJA
78
Raymond James & Associates
Florida
$88.3M -$4.19M -28,460 -5%
ZB
79
Zions Bancorporation
Utah
$87.7M +$6.42M +43,623 +8%
JMPWA
80
JP Morgan Private Wealth Advisors
California
$85.6M -$14M -95,331 -14%
Creative Planning
81
Creative Planning
Kansas
$82.8M +$24.9M +168,962 +44%
PFO
82
Pathstone Family Office
New Jersey
$82.5M -$2.05M -13,897 -2%
HighTower Advisors
83
HighTower Advisors
Illinois
$82M +$1.25M +8,519 +2%
VFP
84
Verus Financial Partners
Virginia
$81.8M +$3.74M +25,409 +5%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$80.1M +$8.21M +55,719 +12%
SHWM
86
Smith & Howard Wealth Management
Georgia
$77.5M -$4.06M -27,559 -5%
BAAM
87
Baker Avenue Asset Management
California
$77M +$3.55M +24,100 +5%
CW
88
Cabot-Wellington
Massachusetts
$76.7M
PL
89
Parkwood LLC
Ohio
$76.4M -$11.7M -79,462 -13%
B
90
Bailard
California
$75.7M +$681K +4,621 +0.9%
RWM
91
Ritholtz Wealth Management
New York
$73.8M +$6.35M +43,131 +10%
AAS
92
Annex Advisory Services
Wisconsin
$73M -$2.05M -13,894 -3%
UCFA
93
United Capital Financial Advisors
Texas
$69.4M +$3.67M +24,925 +6%
EI
94
Ellevest Inc
New York
$67.5M +$290K +1,967 +0.5%
CWM
95
Circle Wealth Management
New Jersey
$66.9M +$2.94M +19,947 +5%
FNBTCON
96
First National Bank & Trust Co of Newtown
Pennsylvania
$66M -$1M -6,824 -2%
K
97
Kemper
Illinois
$65M
HCM
98
Harvest Capital Management
New Hampshire
$64.5M +$20.3M +137,906 +47%
MWM
99
Mission Wealth Management
California
$64.5M +$2.96M +20,065 +5%
BIAS
100
Beacon Investment Advisory Services
New Jersey
$63.9M -$2.84M -19,305 -4%

VTI Hedge Fund Activity: Q2 2019 in Review

1,307 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q2 2019, worth a combined $40.4B — up 4.4% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VTI positions and 42 closed out — a net gain of 42 holders — while 530 added to existing stakes and 466 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $198M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $579M sold.

  • 1,307 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q2 2019, up from 1,279 in Q1 2019.
  • Funds reported $40.4B of Vanguard Total Stock Market ETF stock for Q2 2019, up 4.4% quarter-over-quarter.
  • 84 funds opened new Vanguard Total Stock Market ETF positions in Q2 2019 and 42 closed out, a net change of +42 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q2 2019 was Angeles Investment Advisors, an estimated $198M added.
  • The largest Vanguard Total Stock Market ETF seller in Q2 2019 was State of New Jersey Common Pension Fund D, an estimated $579M sold.

Based on aggregated 13F filings for Q2 2019.