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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
AAS
101
Annex Advisory Services
Wisconsin
$74.7M -$3.37M -21,505 -4%
FNBTCON
102
First National Bank & Trust Co of Newtown
Pennsylvania
$73.3M +$845K +5,395 +1%
CPO
103
Cerity Partners OCIO
New York
$71.4M +$460K +2,933 +0.7%
C
104
Cliffwater
California
$71.3M +$10.8M +68,699 +19%
BIAS
105
Beacon Investment Advisory Services
New Jersey
$69.7M -$89.2K -569 -0.1%
PP
106
PrairieView Partners
Minnesota
$69.4M +$2.05M +13,088 +3%
KWILP
107
Kiwi Wealth Investments Limited Partnership
New Zealand
$68.6M +$11.4M +72,966 +21%
BWI
108
Beacon Wealthcare Inc
North Carolina
$67.2M -$321K -2,049 -0.5%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$66.9M +$2.32M +14,795 +4%
KIM
110
Karpus Investment Management
New York
$66.8M -$1.43M -9,120 -2%
UOMF
111
University of Massachusetts Foundation
Massachusetts
$66.6M +$63.8M +406,995 New
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$66.4M -$830K -5,296 -1%
LC
113
Lindbrook Capital
California
$65.5M -$269K -1,715 -0.4%
V
114
Veritable
Delaware
$62.8M +$379K +2,422 +0.6%
CG
115
Caprock Group
Idaho
$61.9M -$444K -2,834 -0.7%
TA
116
Trellis Advisors
Washington
$59.4M -$1.06M -6,735 -2%
DPI
117
Diversified Portfolios Inc
Michigan
$59.2M -$425K -2,710 -0.7%
UCFA
118
United Capital Financial Advisors
Texas
$59M -$4.12M -26,287 -7%
B
119
Bailard
California
$58.4M -$21.7M -138,287 -28%
Stifel Financial
120
Stifel Financial
Missouri
$56.6M +$984K +6,280 +2%
TA
121
Tiedemann Advisors
New York
$56.6M -$103K -656 -0.2%
LC
122
Landaas & Company
Wisconsin
$55M +$1.23M +7,877 +2%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$54.6M +$3.06M +19,556 +6%
Mariner
124
Mariner
Kansas
$54.2M -$751K -4,791 -1%
RFC
125
Regions Financial Corp
Alabama
$52.9M -$487K -3,109 -1%

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.