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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
Neuberger Berman Group
276
Neuberger Berman Group
New York
$11M -$58.6K -420 -0.5%
SWM
277
SigFig Wealth Management
California
$11M -$602K -4,315 -5%
IC
278
InterOcean Capital
Illinois
$11M -$30.8K -221 -0.3%
IF
279
IRON Financial
Illinois
$10.5M -$433K -3,102 -4%
BF
280
Blankinship & Foster
California
$10.5M -$10.7K -77 -0.1%
FMBTD
281
First Midwest Bank Trust Division
Illinois
$10.4M
TFGT
282
TS Financial Group (TSFG)
Illinois
$10.4M +$9.98M +71,563 New
EWG
283
Executive Wealth Group
Washington
$10.2M +$46.2K +331 +0.5%
KPAG
284
KLS Professional Advisors Group
New York
$10.1M +$495K +3,550 +5%
NG
285
Northstar Group
New York
$9.95M +$889K +6,372 +10%
CFGS
286
Concourse Financial Group Securities
Alabama
$9.91M -$1.61M -11,525 -14%
FAIM
287
Financial Advocates Investment Management
Washington
$9.91M -$5.81M -41,638 -38%
PHAM
288
Palisades Hudson Asset Management
Florida
$9.89M +$38.4K +275 +0.4%
NEAM
289
New England Asset Management
Connecticut
$9.88M
CA
290
Cambridge Advisors
Nebraska
$9.83M -$225K -1,610 -2%
B
291
Brightworth
Georgia
$9.75M -$239K -1,712 -2%
QA
292
Quantitative Advantage
Minnesota
$9.72M +$295K +2,114 +3%
NFG
293
Nadler Financial Group
Illinois
$9.67M -$17.2M -123,376 -65%
BCMO
294
Buckingham Capital Management (Ohio)
Ohio
$9.64M +$6.98K +50 +0.1%
FI
295
FormulaFolio Investments
Michigan
$9.63M -$1.16M -8,335 -11%
VAM
296
Verity Asset Management
North Carolina
$9.62M +$8.44M +60,506 +1,013%
RMAM
297
Raab & Moskowitz Asset Management
New Jersey
$9.61M -$286K -2,050 -3%
NEGWA
298
New England Guild Wealth Advisors
Connecticut
$9.59M -$16.3K -117 -0.2%
ASN
299
Advisory Services Network
Georgia
$9.57M +$2.38M +17,084 +35%
CB
300
Community Bank
New York
$9.37M

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.