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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
AF
326
Affiance Financial
Minnesota
$8.12M +$943K +6,761 +14%
BUB
327
BBVA USA Bancshares
Texas
$8.12M -$10.2K -73 -0.1%
IA
328
IFP Advisors
Florida
$8.08M -$16M -114,888 -67%
PL
329
Plancorp LLC
Missouri
$8.08M +$6.15M +44,111 +377%
LNB
330
Ledyard National Bank
$7.99M +$267K +1,917 +4%
CAL
331
Capital Advisors Ltd
Ohio
$7.92M -$118K -847 -2%
EF
332
Empirical Finance
Pennsylvania
$7.89M +$151K +1,080 +2%
NA
333
NewEdge Advisors
Louisiana
$7.87M +$605K +4,337 +9%
FA
334
FC Advisory
Pennsylvania
$7.7M -$140K -1,005 -2%
HR
335
Howe & Rusling
New York
$7.66M -$390K -2,792 -5%
MA
336
Mutual Advisors
Nebraska
$7.63M +$83K +595 +1%
PCG
337
Private Capital Group
Connecticut
$7.58M -$8.26M -59,208 -53%
ML
338
McAdam LLC
Pennsylvania
$7.54M +$875K +6,271 +14%
AFP
339
Ausdal Financial Partners
Iowa
$7.52M +$15.6K +112 +0.2%
WMA
340
Wealth Management Associates
New Jersey
$7.48M +$271K +1,939 +4%
MIAN
341
Mariner Independent Advisor Network
Kansas
$7.42M -$2.02M -14,447 -22%
PPA
342
Parametric Portfolio Associates
Washington
$7.31M +$142K +1,020 +2%
KTM
343
Keeler Thomas Management
Utah
$7.3M +$2.48M +17,804 +49%
CT
344
Coastline Trust
Rhode Island
$7.3M -$141K -1,008 -2%
IFWM
345
Institute for Wealth Management
Colorado
$7.29M +$7.02M +50,336 New
HFS
346
HL Financial Services
Kentucky
$7.27M +$80.9K +580 +1%
HH
347
Hilltop Holdings
Texas
$7.26M +$3.19M +22,874 +84%
PA
348
Pinnacle Associates
New York
$7.17M +$957K +6,859 +16%
LA
349
LexAurum Advisors
Kansas
$7.08M +$1.98M +14,214 +41%
LJHT
350
Laurie J. Hall Trustee
$7.08M

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.