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Vanguard Morningstar Total Stock Market ETF

1,280 hedge funds and large institutions have $38.7B invested in Vanguard Morningstar Total Stock Market ETF in 2019 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 504 increasing their positions, 468 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $65.4M | Put options by funds: $20.9M

119% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 52

17% more capital invested

Capital invested by funds: $33.1B → $38.7B (+$5.6B)

3% more funds holding

Funds holding: 1,2371,280 (+43)

2% more funds holding in top 10

Funds holding in top 10: 272277 (+5)

8% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 468

0.16% less ownership

Funds ownership: 35.46%35.3% (-0.16%)

Holders
1,280
Holders Change
+43
Holders Change %
+3.48%
% of All Funds
27.7%
Holding in Top 10
277
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.84%
% of All Funds
5.99%
New
114
Increased
504
Reduced
468
Closed
52
Calls
$65.4M
Puts
$20.9M
Net Calls
+$44.5M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
226
Pacific Center for Financial Services
California
$15.1M -$233K -1,671 -2%
PFA
227
Pure Financial Advisors
California
$15M -$940K -6,735 -6%
Truist Financial
228
Truist Financial
North Carolina
$14.9M -$301K -2,160 -2%
KPW
229
Kore Private Wealth
New York
$14.8M +$13M +93,250 +1,041%
VCM
230
Versant Capital Management
Arizona
$14.6M -$369K -2,644 -3%
VWA
231
VERITY Wealth Advisors
United States
$14.5M -$1.53K -11 -0%
EA
232
Elm Advisors
California
$14.5M -$287K -2,059 -2%
OAJ
233
Ogorek Anthony Joseph
New York
$14.1M -$216K -1,546 -2%
VFA
234
Valeo Financial Advisors
Indiana
$14.1M +$1.49M +10,712 +12%
CB
235
Commerce Bank
Missouri
$14.1M +$2.88M +20,670 +27%
CGA
236
Crescent Grove Advisors
Illinois
$14M -$4.88K -35 -0%
B
237
Bridgeworth
Alabama
$13.8M -$1.05M -7,558 -7%
PA
238
Parallel Advisors
California
$13.7M -$667K -4,780 -5%
TF
239
TimeScale Financial
Massachusetts
$13.6M -$2.36M -16,921 -15%
PFPT
240
Pinnacle Financial Partners (Tennessee)
Tennessee
$13.6M +$1.24M +8,876 +10%
TCM
241
Telos Capital Management
California
$13.5M +$253K +1,813 +2%
PGWM
242
Parisi Gray Wealth Management
New Jersey
$13.5M -$1.42M -10,159 -10%
CCA
243
Cobblestone Capital Advisors
New York
$13.4M -$12.6K -90 -0.1%
DBRC
244
D.B. Root & Company
Pennsylvania
$13.3M -$143K -1,024 -1%
BAM
245
Belpointe Asset Management
Nevada
$13.2M +$7.81M +55,978 +141%
BlackRock
246
BlackRock
New York
$12.9M -$30.2M -216,568 -71%
VFA
247
Voya Financial Advisors
Connecticut
$12.8M -$8.17M -58,549 -40%
Comerica Bank
248
Comerica Bank
Texas
$12.8M +$5.73M +41,063 +90%
AWA
249
Arete Wealth Advisors
Illinois
$12.7M -$2.18M -15,600 -15%
SWM
250
Segment Wealth Management
Texas
$12.6M -$110K -789 -0.9%

VTI Hedge Fund Activity: Q1 2019 in Review

1,280 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q1 2019, worth a combined $38.7B — up 17% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VTI positions and 52 closed out — a net gain of 62 holders — while 504 added to existing stakes and 468 trimmed.

The largest buyer was Milliman Financial Risk Management, adding an estimated $492M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $196M.

  • 1,280 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q1 2019, up from 1,237 in Q4 2018.
  • Funds reported $38.7B of Vanguard Morningstar Total Stock Market ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 114 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q1 2019 and 52 closed out, a net change of +62 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q1 2019 was Milliman Financial Risk Management, an estimated $492M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q1 2019 was Charles Schwab Investment Advisory, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2019.