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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
FHA
501
First Horizon Advisors
Tennessee
$3.08M +$117K +842 +4%
WTB
502
Washington Trust Bank
Washington
$3.08M +$165K +1,181 +6%
DWM
503
Dakota Wealth Management
Florida
$3.08M -$13.7K -98 -0.5%
FNBOO
504
First National Bank of Omaha
Nebraska
$3.07M +$97.8K +701 +3%
CT
505
Cambridge Trust
Massachusetts
$3.04M -$34.9K -250 -1%
LWM
506
Liberty Wealth Management
California
$3.02M +$92.9K +666 +3%
DAS
507
Dynamic Advisor Solutions
Arizona
$3.02M -$117K -842 -4%
CBU
508
CIBC Bank USA
Illinois
$2.99M
SRC
509
Sage Rhino Capital
California
$2.93M +$2.82M +20,219 New
AB
510
Atlas Brown
Kentucky
$2.92M +$150K +1,077 +6%
BS
511
Banco Santander
Spain
$2.92M
KFGK
512
Keystone Financial Group (Kentucky)
Kentucky
$2.92M +$234K +1,674 +9%
PAM
513
Pegasus Asset Management
New York
$2.91M -$46.2K -331 -2%
SW
514
SlateStone Wealth
Florida
$2.9M -$350K -2,508 -11%
BA
515
BCM Advisors
Louisiana
$2.9M +$446K +3,198 +19%
SWM
516
Stockman Wealth Management
Montana
$2.87M
SCM
517
SOL Capital Management
Maryland
$2.87M -$13K -93 -0.5%
LC
518
Lourd Capital
California
$2.87M +$416K +2,980 +18%
HNB
519
Huntington National Bank
Ohio
$2.81M
SAM
520
SignalPoint Asset Management
Missouri
$2.81M +$37.1K +266 +1%
AOWM
521
Alpha Omega Wealth Management
Virginia
$2.81M -$95.2K -682 -3%
S
522
SignatureFD
Georgia
$2.79M -$15.8K -113 -0.6%
CMBA
523
C.M. Bidwell & Associates
Hawaii
$2.78M +$10.3K +74 +0.4%
SBH
524
Segall Bryant & Hamill
Illinois
$2.76M -$295K -2,114 -10%
CWM
525
Concentric Wealth Management
California
$2.76M -$9.35K -67 -0.3%

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.