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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
HTC
151
Haverford Trust Company
Pennsylvania
$31.3M +$2.35M +15,622 +8%
VA
152
Valmark Advisers
Ohio
$31.2M +$3.34M +22,155 +12%
JIC
153
Joel Isaacson & Co
New York
$31M +$287K +1,907 +0.9%
RVPG
154
Relative Value Partners Group
$30.5M +$537K +3,560 +2%
BB
155
Bell Bank
North Dakota
$30.5M -$205K -1,358 -0.7%
SMC
156
Smith, Moore & Co
Missouri
$30.2M -$1.7M -11,265 -5%
PG
157
Proffitt & Goodson
Tennessee
$30.1M +$32.7K +217 +0.1%
TAIM
158
TD Ameritrade Investment Management
Nebraska
$29.6M +$3.49M +23,155 +13%
WCM
159
Windham Capital Management
Massachusetts
$29.5M -$24.3M -161,058 -45%
BSW
160
Buckingham Strategic Wealth
Missouri
$29.1M -$292K -1,938 -1%
EPP
161
ETF Portfolio Partners
Kansas
$29M -$647K -4,293 -2%
CTC
162
Chai Trust Company
Illinois
$28.9M +$4.81M +31,887 +20%
BFWA
163
Benchmark Financial Wealth Advisors
Florida
$28.9M +$159K +1,053 +0.6%
Bessemer Group
164
Bessemer Group
New Jersey
$28.7M +$1.05M +6,986 +4%
SWP
165
Stratos Wealth Partners
Ohio
$28.6M -$1.89M -12,516 -6%
OBWP
166
O'Brien Wealth Partners
Massachusetts
$28.5M -$2.4M -15,930 -8%
EWA
167
EP Wealth Advisors
California
$28.2M +$26.5M +175,585 +1,550%
FAIM
168
Financial Advocates Investment Management
Washington
$28.1M +$453K +3,003 +2%
GFP
169
Gryphon Financial Partners
Ohio
$27.8M -$134K -891 -0.5%
TFCP
170
Twin Focus Capital Partners
Massachusetts
$27.5M -$1.03M -6,837 -4%
EK
171
Evensky & Katz
Florida
$27.3M -$1.51M -9,991 -5%
LGWM
172
Litman Gregory Wealth Management
California
$26.7M +$386K +2,562 +1%
SP
173
Symmetry Partners
Connecticut
$26.7M +$454K +3,011 +2%
Jones Financial Companies
174
Jones Financial Companies
Missouri
$25.5M +$202K +1,340 +0.8%
Jane Street
175
Jane Street
New York
$25M +$16.2M +107,664 +187%

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.