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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
DC
401
Derby & Company
Massachusetts
$5.26M -$53.7K -385 -1%
VWA
402
V Wealth Advisors
Kansas
$5.25M -$342K -2,451 -7%
TVAMP
403
Tennessee Valley Asset Management Partners
Tennessee
$5.18M +$3.49M +25,032 +233%
TI
404
Tidal Investments
Wisconsin
$5.17M -$1.43M -10,216 -22%
PTC
405
Private Trust Company
Ohio
$5.17M +$130K +935 +3%
FFWA
406
FRG Family Wealth Advisors
Washington
$5.16M -$1.08M -7,775 -18%
SLF
407
Sun Life Financial
Ontario, Canada
$5.16M
AAM
408
Autus Asset Management
Arizona
$5.16M -$446K -3,200 -8%
AF
409
Advisornet Financial
Minnesota
$5.15M -$253K -1,814 -5%
FA
410
FDx Advisors
Illinois
$5.07M +$4.31M +30,876 +740%
C
411
Clearshares
New York
$5.06M -$19K -136 -0.4%
BAM
412
Baldrige Asset Management
Pennsylvania
$5.05M +$4.87M +34,901 New
HA
413
Harfst & Associates
Wyoming
$4.98M -$81.2K -582 -2%
MWPCG
414
Measured Wealth Private Client Group
New Hampshire
$4.98M +$142K +1,018 +3%
MHS
415
M Holdings Securities
Oregon
$4.97M +$240K +1,721 +5%
Thrivent Financial for Lutherans
416
Thrivent Financial for Lutherans
Minnesota
$4.95M +$366K +2,623 +8%
DWT
417
Dorsey & Whitney Trust
South Dakota
$4.89M -$15.9K -114 -0.3%
FDCDDQ
418
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.84M -$334K -2,392 -7%
APA
419
American Portfolios Advisors
New York
$4.81M +$83.3K +597 +2%
CAGAS
420
Capital Advisory Group Advisory Services
Minnesota
$4.77M -$2.78M -19,890 -38%
RCS
421
Retirement Capital Strategies
California
$4.77M +$481K +3,450 +12%
CCG
422
Cypress Capital Group
Florida
$4.76M +$2.13M +15,288 +87%
AA
423
Ancora Advisors
Ohio
$4.72M +$139K +993 +3%
LWCFA
424
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.7M -$12.8K -92 -0.3%
AP
425
Agilis Partners
Massachusetts
$4.7M

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.