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Vanguard Total Stock Market ETF

1,551 hedge funds and large institutions have $48.7B invested in Vanguard Total Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 541 increasing their positions, 679 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more call options, than puts

Call options by funds: $967M | Put options by funds: $53.7M

93% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 67

22% more capital invested

Capital invested by funds: $40.1B → $48.7B (+$8.62B)

3% more funds holding

Funds holding: 1,5031,551 (+48)

2% more funds holding in top 10

Funds holding in top 10: 322329 (+7)

0.56% less ownership

Funds ownership: 34.73%34.17% (-0.56%)

20% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 679

Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
31.8%
Holding in Top 10
329
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+2.17%
% of All Funds
6.74%
New
129
Increased
541
Reduced
679
Closed
67
Calls
$967M
Puts
$53.7M
Net Calls
+$914M
Net Calls Change
+$327M
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
176
Legacy Private Trust
Wisconsin
$31.3M +$4.86M +32,990 +20%
EPP
177
ETF Portfolio Partners
Kansas
$31.3M +$209K +1,414 +0.7%
PG
178
Proffitt & Goodson
Tennessee
$31.1M -$776K -5,261 -3%
SWM
179
Segment Wealth Management
Texas
$30.8M +$9.28M +62,962 +47%
CWM
180
Cedar Wealth Management
California
$30.7M -$14.9M -100,748 -34%
BlackRock
181
BlackRock
New York
$30.6M -$1.68M -11,403 -6%
GL
182
Graypoint LLC
New York
$30.1M -$514K -3,484 -2%
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$29.7M -$4.68M -31,730 -14%
SFS
184
Sowell Financial Services
Arkansas
$29.7M +$12.4M +84,004 +79%
Bessemer Group
185
Bessemer Group
New Jersey
$29.3M -$212K -1,437 -0.8%
PA
186
Pinnacle Associates
New York
$29.3M +$6.5M +44,090 +31%
HCA
187
Heck Capital Advisors
Wisconsin
$29.2M +$7M +47,450 +34%
EAM
188
Evanson Asset Management
California
$29.2M +$1.03M +6,995 +4%
TFCP
189
Twin Focus Capital Partners
Massachusetts
$29.2M +$473K +3,205 +2%
AAMC
190
Asset Allocation & Management Company
Illinois
$29.1M +$1.05M +7,111 +4%
KIM
191
Karpus Investment Management
New York
$29.1M -$16.9M -114,815 -38%
SMC
192
Smith, Moore & Co
Missouri
$29M -$370K -2,508 -1%
EW
193
Evoke Wealth
California
$28.8M +$804K +5,455 +3%
AIM
194
Allen Investment Management
New York
$28.8M +$4.02M +27,258 +17%
GFP
195
Gryphon Financial Partners
Ohio
$28.7M -$142K -963 -0.5%
WCWM
196
Wooster Corthell Wealth Management
Connecticut
$28.5M +$96.9K +657 +0.4%
SC
197
Savant Capital
Illinois
$28M +$2.01M +13,640 +8%
WAP
198
Wealthcare Advisory Partners
Pennsylvania
$27.4M -$352K -2,384 -1%
DADC
199
D.A. Davidson & Co
Montana
$27.1M +$65.2K +442 +0.3%
FFC
200
Fure Financial Corporation
Minnesota
$26.7M +$24.7M +167,390 +5,543%

VTI Hedge Fund Activity: Q2 2020 in Review

1,551 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q2 2020, worth a combined $48.7B — up 22% from $40.1B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new VTI positions and 67 closed out — a net gain of 62 holders — while 541 added to existing stakes and 679 trimmed.

The largest buyer was Nippon Life Insurance, adding an estimated $360M. The largest seller was Novo Holdings A/S, cutting an estimated $401M.

  • 1,551 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q2 2020, up from 1,503 in Q1 2020.
  • Funds reported $48.7B of Vanguard Total Stock Market ETF stock for Q2 2020, up 22% quarter-over-quarter.
  • 129 funds opened new Vanguard Total Stock Market ETF positions in Q2 2020 and 67 closed out, a net change of +62 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q2 2020 was Nippon Life Insurance, an estimated $360M added.
  • The largest Vanguard Total Stock Market ETF seller in Q2 2020 was Novo Holdings A/S, an estimated $401M sold.

Based on aggregated 13F filings for Q2 2020.