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Vanguard Total Stock Market ETF

1,236 hedge funds and large institutions have $33.1B invested in Vanguard Total Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 510 increasing their positions, 374 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 87

56% more call options, than puts

Call options by funds: $61M | Put options by funds: $39.2M

36% more repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 374

11% more funds holding in top 10

Funds holding in top 10: 245271 (+26)

8% more funds holding

Funds holding: 1,1421,236 (+94)

2.41% less ownership

Funds ownership: 37.87%35.46% (-2.4%)

10% less capital invested

Capital invested by funds: $36.7B → $33.1B (-$3.61B)

Holders
1,236
Holders Change
+94
Holders Change %
+8.23%
% of All Funds
27.54%
Holding in Top 10
271
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+10.61%
% of All Funds
6.04%
New
193
Increased
510
Reduced
374
Closed
87
Calls
$61M
Puts
$39.2M
Net Calls
+$21.8M
Net Calls Change
+$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
976
Janney Capital Management
Pennsylvania
$353K +$1.66K +12 +0.4%
IC
977
Intersect Capital
California
$353K +$11K +80 +3%
PWA
978
Peterson Wealth Advisors
Utah
$352K -$67.6K -490 -15%
SA
979
Strategic Advisors
New York
$352K -$29.4K -213 -7%
FSCM
980
Front Street Capital Management
Montana
$351K -$11.3M -81,661 -97%
WSFS
981
Wilmington Savings Fund Society
Delaware
$351K
PFA
982
Paradigm Financial Advisors
Missouri
$351K +$156K +1,130 +70%
PB
983
Pinnacle Bancorp
Nebraska
$348K +$377K +2,728 New
MMA
984
Miracle Mile Advisors
California
$343K
CS
985
Comerica Securities
Michigan
$342K -$50.4K -365 -12%
PL
986
Parthenon LLC
Kentucky
$342K -$4.83K -35 -1%
LF
987
Lee Financial
Texas
$341K
MA
988
MONECO Advisors
Connecticut
$340K +$368K +2,662 New
FCMT
989
Founders Capital Management (Texas)
Texas
$338K
DDC
990
DF Dent & Co
Maryland
$334K
HCP
991
Holt Capital Partners
Texas
$331K
MCM
992
Maryland Capital Management
Maryland
$327K
GIA
993
GHP Investment Advisors
Colorado
$325K
SMFS
994
Squar Milner Financial Services
California
$325K +$7.32K +53 +2%
CWM
995
Cabot Wealth Management
Massachusetts
$323K +$28.3K +205 +9%
CW
996
CreativeOne Wealth
Kansas
$323K +$101K +734 +41%
CIA
997
Choate Investment Advisors
Massachusetts
$320K +$346K +2,507 New
JAFL
998
Jay A. Fishman Ltd
Michigan
$319K
RWM
999
Ritholtz Wealth Management
New York
$319K +$152K +1,100 +78%
IC
1000
Investment Counsel
Michigan
$318K

VTI Hedge Fund Activity: Q4 2018 in Review

1,236 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q4 2018, worth a combined $33.1B — down 9.8% from $36.7B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new VTI positions and 87 closed out — a net gain of 106 holders — while 510 added to existing stakes and 374 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $552M. The largest seller was Cornerstone Wealth Management, cutting an estimated $3.43B.

  • 1,236 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q4 2018, up from 1,142 in Q3 2018.
  • Funds reported $33.1B of Vanguard Total Stock Market ETF stock for Q4 2018, down 9.8% quarter-over-quarter.
  • 193 funds opened new Vanguard Total Stock Market ETF positions in Q4 2018 and 87 closed out, a net change of +106 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q4 2018 was State of New Jersey Common Pension Fund D, an estimated $552M added.
  • The largest Vanguard Total Stock Market ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $3.43B sold.

Based on aggregated 13F filings for Q4 2018.