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Vanguard Total Stock Market ETF

1,314 hedge funds and large institutions have $40.9B invested in Vanguard Total Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 567 increasing their positions, 460 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $134M | Put options by funds: $23.9M

40% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 52

23% more repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 460

1% more capital invested

Capital invested by funds: $40.4B → $40.9B (+$528M)

1% more funds holding

Funds holding: 1,3071,314 (+7)

1.06% less ownership

Funds ownership: 34.79%33.73% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 280271 (-9)

Holders
1,314
Holders Change
+7
Holders Change %
+0.54%
% of All Funds
28.82%
Holding in Top 10
271
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.21%
% of All Funds
5.94%
New
73
Increased
567
Reduced
460
Closed
52
Calls
$134M
Puts
$23.9M
Net Calls
+$110M
Net Calls Change
+$46M
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
101
Cerity Partners OCIO
New York
$63.5M +$4.54M +30,111 +8%
KIM
102
Karpus Investment Management
New York
$63M +$4.5M +29,834 +8%
PP
103
PrairieView Partners
Minnesota
$62M -$487K -3,233 -0.8%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$62M +$1.8M +11,958 +3%
BWI
105
Beacon Wealthcare Inc
North Carolina
$61.8M +$1.86M +12,350 +3%
LC
106
Lindbrook Capital
California
$60.7M +$780K +5,174 +1%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$59.5M +$4.3M +28,550 +8%
UCFA
108
United Capital Financial Advisors
Texas
$58.5M -$11.4M -75,552 -16%
SWM
109
Sanctuary Wealth Management
Idaho
$57.7M +$15.6M +103,655 +37%
V
110
Veritable
Delaware
$57.6M +$8.84M +58,624 +18%
CG
111
Caprock Group
Idaho
$57.6M +$2.2M +14,613 +4%
TA
112
Trellis Advisors
Washington
$55.9M +$382K +2,532 +0.7%
C
113
Cliffwater
California
$55.4M +$14.9M +98,888 +37%
DPI
114
Diversified Portfolios Inc
Michigan
$55M +$94.2K +625 +0.2%
TA
115
Tiedemann Advisors
New York
$52.3M +$6.03K +40 +0%
KWILP
116
Kiwi Wealth Investments Limited Partnership
New Zealand
$52.3M +$10M +66,519 +24%
Stifel Financial
117
Stifel Financial
Missouri
$51.3M -$2.82M -18,697 -5%
Mariner
118
Mariner
Kansas
$50.7M +$5.88M +39,034 +13%
AA
119
ALPS Advisors
Colorado
$49.8M -$381K -2,530 -0.8%
LC
120
Landaas & Company
Wisconsin
$49.6M +$527K +3,497 +1%
RFC
121
Regions Financial Corp
Alabama
$49.3M -$404K -2,682 -0.8%
ZF
122
Zhang Financial
Michigan
$48.2M -$1.13M -7,506 -2%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$47M +$11.5M +75,989 +32%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$46.5M +$1.76M +11,657 +4%
LW
125
Linscomb Wealth
Texas
$46.1M -$354K -2,351 -0.8%

VTI Hedge Fund Activity: Q3 2019 in Review

1,314 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q3 2019, worth a combined $40.9B — up 1.3% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VTI positions and 52 closed out — a net gain of 21 holders — while 567 added to existing stakes and 460 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, opening a new position worth an estimated $346M. The largest seller was LPL Financial, cutting an estimated $577M.

  • 1,314 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q3 2019, up from 1,307 in Q2 2019.
  • Funds reported $40.9B of Vanguard Total Stock Market ETF stock for Q3 2019, up 1.3% quarter-over-quarter.
  • 73 funds opened new Vanguard Total Stock Market ETF positions in Q3 2019 and 52 closed out, a net change of +21 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q3 2019 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $346M added.
  • The largest Vanguard Total Stock Market ETF seller in Q3 2019 was LPL Financial, an estimated $577M sold.

Based on aggregated 13F filings for Q3 2019.