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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
PIMG
76
Patriot Investment Management Group
Tennessee
$108M +$3.6M +22,987 +4%
HighTower Advisors
77
HighTower Advisors
Illinois
$105M +$12.3M +78,662 +14%
JMPWA
78
JP Morgan Private Wealth Advisors
California
$103M +$1.08M +6,924 +1%
ZB
79
Zions Bancorporation
Utah
$103M +$6.3M +40,208 +7%
AF
80
Allworth Financial
California
$102M -$3.35M -21,390 -3%
F
81
Filament
Washington
$101M -$750K -4,785 -0.8%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$100M +$4.37M +27,865 +5%
WP
83
WMS Partners
Maryland
$99.1M -$2.48M -15,807 -3%
WANY
84
Wealthspire Advisors (New York)
New York
$97.4M +$701K +4,473 +0.8%
BAAM
85
Baker Avenue Asset Management
California
$96.2M +$6.54M +41,715 +8%
EI
86
Ellevest Inc
New York
$96.1M +$11M +69,967 +14%
VFP
87
Verus Financial Partners
Virginia
$94.5M +$2.48M +15,833 +3%
FAAS
88
First Allied Advisory Services
California
$93.3M -$1.09M -6,926 -1%
ECT
89
Ebor Charitable Trust
Wyoming
$91.9M +$88M +561,750 New
Creative Planning
90
Creative Planning
Kansas
$90M -$514K -3,282 -0.6%
RWM
91
Ritholtz Wealth Management
New York
$87.1M +$3.06M +19,544 +4%
CW
92
Cabot-Wellington
Massachusetts
$85M +$1.59M +10,136 +2%
AAG
93
Avalon Advisory Group
Pennsylvania
$84.7M +$81.1M +517,387 New
Baird Financial Group
94
Baird Financial Group
Wisconsin
$84M -$8.68M -55,387 -10%
AT
95
Arden Trust
Delaware
$83.7M -$1.72M -10,976 -2%
CWM
96
Circle Wealth Management
New Jersey
$79.5M +$2.02M +12,864 +3%
MWM
97
Mission Wealth Management
California
$78.6M +$3.69M +23,524 +5%
AWE
98
Avidian Wealth Enterprises
Texas
$77M +$1.92M +12,261 +3%
CG
99
Colony Group
Massachusetts
$76.5M +$72.2M +460,807 +6,888%
SHWM
100
Smith & Howard Wealth Management
Georgia
$74.8M -$2.24M -14,289 -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.