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Vanguard Total Stock Market ETF

1,560 hedge funds and large institutions have $52.5B invested in Vanguard Total Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 566 increasing their positions, 679 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,350% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $75M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

8% more capital invested

Capital invested by funds: $48.7B → $52.5B (+$3.79B)

3% more funds holding in top 10

Funds holding in top 10: 329338 (+9)

1% more funds holding

Funds holding: 1,5511,560 (+9)

1.73% less ownership

Funds ownership: 34.17%32.44% (-1.7%)

17% less repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 679

Holders
1,560
Holders Change
+9
Holders Change %
+0.58%
% of All Funds
31.47%
Holding in Top 10
338
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.74%
% of All Funds
6.82%
New
83
Increased
566
Reduced
679
Closed
61
Calls
$1.84B
Puts
$75M
Net Calls
+$1.76B
Net Calls Change
+$850M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$3.93B +$63.4M +376,725 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.52B +$30.1M +178,716 +1%
Bank of America
3
Bank of America
North Carolina
$1.78B -$36.2M -215,145 -2%
NMIFOAC
4
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.71B
Morgan Stanley
5
Morgan Stanley
New York
$1.68B +$26.2M +155,727 +2%
Wealthfront Advisers
6
Wealthfront Advisers
California
$1.66B +$8.17M +48,590 +0.5%
LPL Financial
7
LPL Financial
California
$1.57B -$117M -695,884 -7%
RIM
8
Rakuten Investment Management
Japan
$1.31B +$185M +1,100,200 +17%
Northern Trust
9
Northern Trust
Illinois
$1.26B +$125K +743 +0%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.24B -$11.4M -67,862 -0.9%
Creative Planning
11
Creative Planning
Kansas
$1.19B -$76.4M -454,174 -6%
MFRM
12
Milliman Financial Risk Management
Illinois
$1.18B +$59.1M +351,382 +5%
UBS Group
13
UBS Group
Switzerland
$1.11B -$41.4M -245,970 -4%
WI
14
WealthNavi Inc
Japan
$914M +$67.6M +401,687 +8%
Wells Fargo
15
Wells Fargo
California
$914M -$18.5M -110,006 -2%
HB
16
Homrich & Berg
Georgia
$814M +$18.9M +112,621 +2%
AF
17
Allworth Financial
California
$782M -$71.2M -423,138 -8%
BP
18
Ballentine Partners
Massachusetts
$710M +$19.2M +114,426 +3%
SCM
19
SCS Capital Management
Massachusetts
$529M -$136M -806,319 -21%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$524M +$11.9M +71,017 +2%
NHAS
21
Novo Holdings A/S
Denmark
$523M
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$470M -$15M -89,016 -3%
Osaic Holdings
23
Osaic Holdings
Arizona
$427M +$15.8M +94,043 +2%
US Bancorp
24
US Bancorp
Minnesota
$414M -$11.2M -66,720 -3%
AHSW
25
Adventist Health System West
California
$395M -$852K -5,065 -0.2%

VTI Hedge Fund Activity: Q3 2020 in Review

1,560 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q3 2020, worth a combined $52.5B — up 7.8% from $48.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VTI positions and 61 closed out — a net gain of 22 holders — while 566 added to existing stakes and 679 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $227M. The largest seller was Nippon Life Insurance, cutting an estimated $764M.

  • 1,560 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q3 2020, up from 1,551 in Q2 2020.
  • Funds reported $52.5B of Vanguard Total Stock Market ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 83 funds opened new Vanguard Total Stock Market ETF positions in Q3 2020 and 61 closed out, a net change of +22 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q3 2020 was Brinker Capital Investments, an estimated $227M added.
  • The largest Vanguard Total Stock Market ETF seller in Q3 2020 was Nippon Life Insurance, an estimated $764M sold.

Based on aggregated 13F filings for Q3 2020.