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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
SWP
176
Stratos Wealth Partners
Ohio
$30.6M -$328K -2,094 -1%
GFP
177
Gryphon Financial Partners
Ohio
$30.3M +$149K +952 +0.5%
UOMF
178
University of Maryland Foundation
Maryland
$30.2M +$28.9M +184,697 New
AAMC
179
Asset Allocation & Management Company
Illinois
$30M +$28.7M +183,382 New
TFCP
180
Twin Focus Capital Partners
Massachusetts
$29.7M -$105K -670 -0.4%
GT
181
Glenmede Trust
Pennsylvania
$29.5M +$4.56M +29,098 +19%
LGWM
182
Litman Gregory Wealth Management
California
$29.4M +$402K +2,563 +1%
CWM
183
Cornerstone Wealth Management
Missouri
$29.2M +$4.91M +31,329 +21%
OBWP
184
O'Brien Wealth Partners
Massachusetts
$29M -$1.99M -12,681 -7%
EK
185
Evensky & Katz
Florida
$28.6M -$964K -6,155 -3%
Natixis Advisors
186
Natixis Advisors
Massachusetts
$27.8M +$12.7M +81,278 +92%
GAG
187
GM Advisory Group
New York
$27.6M +$14.9M +95,318 +129%
EH
188
Equitable Holdings
New York
$27.6M +$26.4M +168,518 New
SFC
189
SYM Financial Corp
Indiana
$27.5M -$6.84M -43,650 -21%
Jones Financial Companies
190
Jones Financial Companies
Missouri
$26.9M -$843K -5,382 -3%
EC
191
Estate Counselors
Wisconsin
$26.8M +$577K +3,684 +2%
SP
192
Symmetry Partners
Connecticut
$26.7M -$1.25K -8 -0%
EAM
193
Evanson Asset Management
California
$26.6M +$114K +727 +0.4%
DADC
194
D.A. Davidson & Co
Montana
$26.6M +$1.05M +6,704 +4%
KIA
195
KCM Investment Advisors
California
$26.5M +$622K +3,969 +3%
MCM
196
MAI Capital Management
Ohio
$26.2M +$704K +4,491 +3%
FFG
197
Ford Financial Group
California
$25.7M -$326K -2,083 -1%
AIM
198
Allen Investment Management
New York
$24.8M +$1.1M +7,019 +5%
SBSB
199
Sullivan, Bruyette, Speros & Blaney
Virginia
$24.8M -$608K -3,880 -2%
SWPG
200
Strategic Wealth Partners Group
Illinois
$24.6M -$335K -2,140 -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.