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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
YIA
1026
YHB Investment Advisors
Connecticut
$1.19M +$144K +786 +15%
LWP
1027
Legacy Wealth Planning
Nevada
$1.19M
WP
1028
WealthSource Partners
California
$1.19M +$94.5K +517 +9%
TNB
1029
Thomasville National Bank
Georgia
$1.18M
MCWS
1030
McKinley Carter Wealth Services
West Virginia
$1.18M +$722K +3,950 +188%
LPIC
1031
LeJeune Puetz Investment Counsel
Michigan
$1.18M -$110K -600 -9%
FMN
1032
Financial Management Network
California
$1.17M +$1.07M +5,830 New
LA
1033
Latitude Advisors
Florida
$1.17M +$1.1M +6,022 New
CAG
1034
Curtis Advisory Group
California
$1.17M +$1.1M +6,016 New
LL
1035
LPWM LLC
Minnesota
$1.16M -$304K -1,662 -22%
FFA
1036
Freedman Financial Associates
Massachusetts
$1.16M +$1.09M +5,943 New
Wealth Enhancement Advisory Services
1037
Wealth Enhancement Advisory Services
Minnesota
$1.15M -$7.68K -42 -0.7%
FSC
1038
Full Sail Capital
Oklahoma
$1.15M
EL
1039
EQ LLC
Washington
$1.14M +$1.07M +5,872 New
BMWM
1040
Brown Miller Wealth Management
Virginia
$1.14M +$1.07M +5,865 New
PWW
1041
Pettyjohn Wood & White
Virginia
$1.14M
WLIM
1042
White Lighthouse Investment Management
Massachusetts
$1.14M -$331K -1,812 -24%
ATC
1043
Adirondack Trust Company
New York
$1.14M
SCA
1044
Snowden Capital Advisors
New York
$1.13M -$731 -4 -0.1%
AG
1045
AlphaSimPlex Group
Massachusetts
$1.13M -$473K -2,590 -31%
CFA
1046
Cahill Financial Advisors
Minnesota
$1.13M +$75.3K +412 +8%
PCMC
1047
Private Capital Management (Colorado)
Colorado
$1.13M +$488K +2,670 +85%
EWM
1048
EPG Wealth Management
Georgia
$1.13M +$2.74K +15 +0.3%
BFC
1049
Bedel Financial Consulting
Indiana
$1.13M +$30.2K +165 +3%
AF
1050
Aldebaran Financial
$1.13M -$51K -279 -5%

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.