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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
BFO
476
Boston Family Office
Massachusetts
$3.51M +$199K +1,428 +6%
IWM
477
IHT Wealth Management
Illinois
$3.45M -$2.49M -17,880 -43%
UR
478
USCA RIA
Texas
$3.44M -$9.77K -70 -0.3%
WP
479
WealthPLAN Partners
Nebraska
$3.43M +$126K +906 +4%
HCM
480
HMS Capital Management
Tennessee
$3.41M +$2.75M +19,714 +510%
MFT
481
Moisand Fitzgerald Tamayo
Florida
$3.39M -$74.4K -533 -2%
IC
482
Iconiq Capital
California
$3.38M -$690K -4,942 -17%
MSS
483
Mitchell Sinkler & Starr
Pennsylvania
$3.34M +$460K +3,300 +17%
SWA
484
Stratos Wealth Advisors
Ohio
$3.34M +$12.4K +89 +0.4%
HWMG
485
Hurlow Wealth Management Group
Indiana
$3.27M -$203K -1,458 -6%
NGA
486
Naples Global Advisors
Florida
$3.26M
FHB
487
First Hawaiian Bank
Hawaii
$3.25M +$85.1K +610 +3%
BFG
488
Barber Financial Group
Kansas
$3.24M -$65.6K -470 -2%
WAM
489
Wealthspire Advisors (Maryland)
Maryland
$3.23M +$192K +1,376 +7%
NFG
490
Next Financial Group
Texas
$3.21M -$4.91M -35,188 -61%
NFH
491
NEXT Financial Holdings
Texas
$3.21M +$3.1M +22,217 New
B
492
Barings
North Carolina
$3.21M
FPCP
493
Fort Point Capital Partners
California
$3.16M +$1.77M +12,663 +138%
TWA
494
Tillar-Wenstrup Advisors
Ohio
$3.15M +$8.37K +60 +0.3%
WA
495
Waverly Advisors
Alabama
$3.15M +$142K +1,021 +5%
CTA
496
Chesley Taft & Associates
Illinois
$3.13M +$94K +674 +3%
ADL
497
Asset Dedication LLC
California
$3.13M +$749K +5,368 +33%
AIS
498
American Investment Services
Massachusetts
$3.13M +$116K +831 +4%
WF
499
WoodTrust Financial
Wisconsin
$3.12M -$4.05M -29,038 -57%
CIM
500
Cambria Investment Management
California
$3.09M -$6.12M -43,869 -68%

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.