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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
EWA
201
EP Wealth Advisors
California
$24.4M -$5.9M -37,678 -20%
IAA
202
Independent Advisor Alliance
North Carolina
$24.4M +$22.9M +145,884 +4,788%
NFC
203
Northeast Financial Consultants
Connecticut
$24.4M
WCWM
204
Wooster Corthell Wealth Management
Connecticut
$24M -$183K -1,166 -0.8%
VM
205
VPR Management
Texas
$23.9M
PFM
206
Peak Financial Management
Massachusetts
$23.4M -$390K -2,491 -2%
FCI
207
Financial Counselors Inc
Kansas
$23.4M -$319K -2,036 -1%
IC
208
Iconiq Capital
California
$23.2M +$110K +700 +0.5%
NSAM
209
North Star Asset Management
Wisconsin
$22.9M -$97.1K -620 -0.4%
ECG
210
EPIQ Capital Group
California
$22.8M +$21.8M +139,300 New
SWM
211
Segment Wealth Management
Texas
$22.7M +$1.79M +11,445 +9%
WA
212
WBH Advisory
Maryland
$22.6M -$412K -2,631 -2%
GPWA
213
Great Point Wealth Advisors
Massachusetts
$22.5M +$911K +5,812 +4%
BCWM
214
Bartlett & Co Wealth Management
Ohio
$22.2M +$132K +843 +0.6%
LPT
215
Legacy Private Trust
Wisconsin
$22.1M +$1.79M +11,400 +9%
GDP
216
Great Diamond Partners
Maine
$21.9M +$21M +134,102 New
LNWWM
217
Laird Norton Wetherby Wealth Management
California
$21.7M +$6.97M +44,489 +50%
SC
218
Savant Capital
Illinois
$21.5M +$8.53M +54,457 +71%
JCM
219
Jacobi Capital Management
Pennsylvania
$21.4M -$257K -1,642 -1%
SW
220
SVB Wealth
Massachusetts
$21.3M +$824K +5,260 +4%
RCA
221
Rowland Carmichael Advisors
Arizona
$21.3M -$1.79M -11,428 -8%
HCA
222
Heck Capital Advisors
Wisconsin
$21.2M +$7.96M +50,785 +65%
DPIM
223
Duff & Phelps Investment Management
Illinois
$21M +$1.18M +7,500 +6%
AWM
224
Aberdeen Wealth Management
Illinois
$21M +$20.1M +128,590 New
WCM
225
Windham Capital Management
Massachusetts
$20.8M -$10.6M -67,930 -35%

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.