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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
MFG
1051
Magnus Financial Group
New York
$656K +$307K +1,960 +96%
AIA
1052
Alera Investment Advisors
Illinois
$654K
NFG
1053
NewFocus Financial Group
Washington
$653K
FAG
1054
Financial Advisory Group
Texas
$653K +$1.88K +12 +0.3%
KWM
1055
Kingsview Wealth Management
Oregon
$652K +$67.2K +429 +12%
OAM
1056
Optimal Asset Management
California
$650K +$622K +3,973 New
AWM
1057
Altium Wealth Management
New York
$649K -$2.98K -19 -0.5%
SFP
1058
Shepherd Financial Partners
Massachusetts
$647K
BWP
1059
Bernardo Wealth Planning
Pennsylvania
$644K +$61.4K +392 +11%
HHAA
1060
Henry H. Armstrong Associates
Pennsylvania
$642K
WAS
1061
Wealth Advisory Solutions
Indiana
$642K +$615K +3,927 New
RFA
1062
Reilly Financial Advisors
California
$635K -$19.6K -125 -3%
EWM
1063
Evermay Wealth Management
Virginia
$633K +$1.72K +11 +0.3%
ACM
1064
Alpha Capital Management
Texas
$631K -$35.7K -228 -6%
LFG
1065
Larson Financial Group
Missouri
$628K +$60.3K +385 +11%
BS
1066
Boenning & Scattergood
Pennsylvania
$627K -$71.9K -459 -11%
BC
1067
Burney Company
Virginia
$627K +$155K +990 +35%
SCA
1068
Sage Capital Advisors
South Dakota
$625K +$157 +1 +0%
GBT
1069
Grove Bank & Trust
Florida
$624K
PCA
1070
Providence Capital Advisors
North Carolina
$622K
CSWG
1071
Cardinal Strategic Wealth Guidance
Kentucky
$622K +$596K +3,803 New
CCFCSB
1072
Cape Cod Five Cents Savings Bank
Massachusetts
$621K -$3.92K -25 -0.7%
SF
1073
Susquehanna Foundation
Pennsylvania
$618K
APC
1074
Aspire Private Capital
North Carolina
$618K +$24.8K +158 +4%
DWA
1075
Douglass Winthrop Advisors
New York
$617K +$86.2K +550 +17%

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.