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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
LSA
1076
Lion Street Advisors
Texas
$612K +$584K +3,729 New
XF
1077
XML Financial
Maryland
$607K +$581K +3,708 New
CAS
1078
Cascadia Advisory Services
Oregon
$602K +$577K +3,680 New
TW
1079
TrinityPoint Wealth
Connecticut
$600K -$71.8K -458 -11%
CPA
1080
Court Place Advisors
Maryland
$600K +$31.8K +203 +6%
FP
1081
Fiduciary Planning
Florida
$599K +$565K +3,605 New
MW
1082
Marcum Wealth
Ohio
$598K +$573K +3,655 New
GC
1083
Grimes & Company
Massachusetts
$596K +$97.8K +624 +21%
BMCM
1084
Bryn Mawr Capital Management
Pennsylvania
$594K +$43.2K +276 +8%
HAFS
1085
Hapanowicz & Associates Financial Services
Pennsylvania
$594K +$568K +3,628 New
IC
1086
Intersect Capital
California
$589K +$46.8K +299 +9%
PP
1087
Pacifica Partners
Canada
$588K +$563K +3,596 New
MCM
1088
Maryland Capital Management
Maryland
$586K
MKC
1089
M. Kraus & Co
Vermont
$585K
CIA
1090
Cascade Investment Advisors
Oregon
$581K +$32.7K +209 +6%
FG
1091
Fiduciary Group
Georgia
$578K +$19.6K +125 +4%
BFPW
1092
BOK Financial Private Wealth
Colorado
$578K +$554K +3,533 New
PPW
1093
Parcion Private Wealth
Washington
$577K +$553K +3,529 New
AIP
1094
Ahrens Investment Partners
Louisiana
$572K -$19.3K -123 -3%
VIM
1095
Vista Investment Management
Pennsylvania
$572K +$15.4K +98 +3%
PC
1096
Port Capital
Illinois
$570K
SA
1097
Strategic Advisors
New York
$570K +$128K +814 +30%
Principal Financial Group
1098
Principal Financial Group
Iowa
$568K +$44.5K +284 +9%
BWA
1099
BDO Wealth Advisors
Florida
$565K +$42.5K +271 +9%
ARIS
1100
Advanced Research Investment Solutions
California
$562K +$538K +3,435 New

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.