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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
OFG
151
Oxford Financial Group
Indiana
$39.4M +$4.71M +30,033 +14%
JFGIW
152
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.3M +$706K +4,507 +2%
RWM
153
Rezny Wealth Management
Florida
$38M +$1.16M +7,409 +3%
CTC
154
Chai Trust Company
Illinois
$37.8M +$6.18M +39,463 +21%
HR
155
Hardy Reed
Mississippi
$37.3M
ANTB
156
AMG National Trust Bank
Colorado
$36.9M -$107K -686 -0.3%
BSW
157
Buckingham Strategic Wealth
Missouri
$36.8M +$4.99M +31,849 +17%
CC
158
Cypress Capital
Tennessee
$36.5M -$1.79M -11,395 -5%
VA
159
Valmark Advisers
Ohio
$36.4M +$2.44M +15,596 +8%
OL
160
Optas LLC
Texas
$35.3M +$33.8M +215,701 New
GSWM
161
Golden State Wealth Management
California
$35M +$32.6M +208,118 +3,632%
TIM
162
Total Investment Management
Arizona
$35M +$33.5M +213,848 New
JIC
163
Joel Isaacson & Co
New York
$34.8M +$1.14M +7,262 +4%
HTC
164
Haverford Trust Company
Pennsylvania
$34.1M +$108K +691 +0.3%
FAAM
165
First Ascent Asset Management
Colorado
$34M +$32.6M +207,839 New
Bessemer Group
166
Bessemer Group
New Jersey
$32.9M +$1.68M +10,728 +6%
RVPG
167
Relative Value Partners Group
$32.8M -$199K -1,270 -0.6%
TAIM
168
TD Ameritrade Investment Management
Nebraska
$32.7M +$648K +4,134 +2%
SMC
169
Smith, Moore & Co
Missouri
$32.6M -$81.3K -519 -0.3%
PG
170
Proffitt & Goodson
Tennessee
$32.3M -$269K -1,717 -0.9%
EPP
171
ETF Portfolio Partners
Kansas
$32.3M +$776K +4,954 +3%
FAIM
172
Financial Advocates Investment Management
Washington
$32M +$1.47M +9,389 +5%
JFG
173
JMG Financial Group
Illinois
$31.8M -$7.97M -50,875 -21%
BB
174
Bell Bank
North Dakota
$31.7M -$1.25M -7,980 -4%
BFWA
175
Benchmark Financial Wealth Advisors
Florida
$31.4M +$111K +710 +0.4%

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.