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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
ACM
1476
Anfield Capital Management
California
$71K +$66.1K +422 New
BAM
1477
Barrett Asset Management
New York
$70K
SFG
1478
Sowa Financial Group
Rhode Island
$69K +$66K +421 New
GFPC
1479
Global Financial Private Client
Florida
$67.4K +$64.6K +412 New
BWM
1480
Baystate Wealth Management
Massachusetts
$65K -$72.1K -460 -54%
IWMA
1481
Ironwood Wealth Management (Arizona)
Arizona
$65K
BHWM
1482
Bay Harbor Wealth Management
Maryland
$63K -$53.1K -339 -47%
FPFS
1483
First Personal Financial Services
North Carolina
$60K +$7.68K +49 +16%
DI
1484
Disciplined Investments
Oklahoma
$58K +$55.6K +355 New
BWP
1485
Baldwin Wealth Partners
Massachusetts
$57K
PWMG
1486
Prestige Wealth Management Group
New Jersey
$55K +$157 +1 +0.3%
MAWCM
1487
Mine & Arao Wealth Creation & Management
California
$52K +$49.8K +318 New
CFG
1488
CKW Financial Group
Hawaii
$49K +$46.5K +297 New
MPCG
1489
Matrix Private Capital Group
New York
$47K +$45.4K +290 New
MCM
1490
McMillion Capital Management
North Carolina
$45K
LWM
1491
Lionsbridge Wealth Management
Florida
$45K +$43.2K +276 New
IRC
1492
Investors Research Corp
Georgia
$44K +$313 +2 +0.8%
PA
1493
PSI Advisors
Florida
$44K +$42.3K +270 New
LPWM
1494
Lake Point Wealth Management
Texas
$42K +$40.6K +259 New
SWM
1495
Selective Wealth Management
Virginia
$40K +$157 +1 +0.4%
AIS
1496
Accurate Investment Solutions
Pennsylvania
$40K +$38.4K +245 New
SIS
1497
Sound Income Strategies
Florida
$37K +$157 +1 +0.4%
GI
1498
Gradient Investments
Minnesota
$35K +$940 +6 +3%
MCM
1499
MV Capital Management
Maryland
$31K
TCM
1500
Tradewinds Capital Management
Washington
$30K -$157 -1 -0.5%

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.