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Vanguard Total Stock Market ETF

1,771 hedge funds and large institutions have $61.9B invested in Vanguard Total Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 672 increasing their positions, 592 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,192% more call options, than puts

Call options by funds: $2.65B | Put options by funds: $115M

574% more first-time investments, than exits

New positions opened: 283 | Existing positions closed: 42

18% more capital invested

Capital invested by funds: $52.5B → $61.9B (+$9.38B)

14% more funds holding

Funds holding: 1,5591,771 (+212)

14% more repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 592

13% more funds holding in top 10

Funds holding in top 10: 337380 (+43)

1.47% less ownership

Funds ownership: 32.43%30.96% (-1.5%)

Holders
1,771
Holders Change
+212
Holders Change %
+13.6%
% of All Funds
31.34%
Holding in Top 10
380
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+12.76%
% of All Funds
6.72%
New
283
Increased
672
Reduced
592
Closed
42
Calls
$2.65B
Puts
$115M
Net Calls
+$2.53B
Net Calls Change
+$769M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1701
Barrett Asset Management
New York
$83K
GFPC
1702
Global Financial Private Client
Florida
$82.5K -$4.93K -27 -6%
PAIM
1703
Punch & Associates Investment Management
Minnesota
$82K -$12.1K -66 -14%
BHWM
1704
Bay Harbor Wealth Management
Maryland
$82K -$914 -5 -1%
SFG
1705
Sowa Financial Group
Rhode Island
$82K
IWMA
1706
Ironwood Wealth Management (Arizona)
Arizona
$81K -$31.6K -173 -29%
OIM
1707
Oder Investment Management
California
$81K +$76.4K +418 New
FPS
1708
Fieldpoint Private Securities
Connecticut
$76K +$71.7K +392 New
RMC
1709
Resources Management Corp
Connecticut
$72K -$32.7K -179 -32%
CPWM
1710
Cypress Point Wealth Management
Texas
$72K +$67.4K +369 New
BWP
1711
Baldwin Wealth Partners
Massachusetts
$68K
CH
1712
Canton Hathaway
Rhode Island
$66K +$62.1K +340 New
SPWG
1713
Sage Private Wealth Group
Illinois
$66K +$62.1K +340 New
POIA
1714
Pin Oak Investment Advisors
Texas
$62K
MAWCM
1715
Mine & Arao Wealth Creation & Management
California
$62K +$183 +1 +0.3%
PWPS
1716
Pinnacle Wealth Planning Services
Ohio
$58K +$54.8K +300 New
TCM
1717
Tradewinds Capital Management
Washington
$56K +$7.86K +43 +17%
TFM
1718
TFC Financial Management
Massachusetts
$54K +$7.86K +43 +18%
MCM
1719
McMillion Capital Management
North Carolina
$54K +$50.3K +275 New
IRC
1720
Investors Research Corp
Georgia
$53K +$366 +2 +0.7%
CFG
1721
CKW Financial Group
Hawaii
$52K
HI
1722
Human Investing
Oregon
$51K +$4.2K +23 +10%
SL
1723
Savior LLC
Massachusetts
$47K
TPWA
1724
TRUE Private Wealth Advisors
Oregon
$43K
SWP
1725
ShoreHaven Wealth Partners
New Jersey
$43K +$40.8K +223 New

VTI Hedge Fund Activity: Q4 2020 in Review

1,771 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q4 2020, worth a combined $61.9B — up 18% from $52.5B a quarter earlier.

Buyers outnumbered sellers: 283 funds opened new VTI positions and 42 closed out — a net gain of 241 holders — while 672 added to existing stakes and 592 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $292M. The largest seller was UBS Group, cutting an estimated $477M.

  • 1,771 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q4 2020, up from 1,559 in Q3 2020.
  • Funds reported $61.9B of Vanguard Total Stock Market ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 283 funds opened new Vanguard Total Stock Market ETF positions in Q4 2020 and 42 closed out, a net change of +241 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q4 2020 was Churchill Management, an estimated $292M added.
  • The largest Vanguard Total Stock Market ETF seller in Q4 2020 was UBS Group, an estimated $477M sold.

Based on aggregated 13F filings for Q4 2020.