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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
SAMC
551
Spectrum Asset Management (California)
California
$2.51M +$132K +943 +6%
HDIM
552
Hanson & Doremus Investment Management
Vermont
$2.5M -$48.4K -347 -2%
TFS
553
Thoroughbred Financial Services
Tennessee
$2.5M -$1.67M -11,938 -41%
MM
554
Main Management
California
$2.47M +$419 +3 +0%
UTC
555
Unified Trust Company
Kentucky
$2.45M
PP
556
PDS Planning
Ohio
$2.44M -$327K -2,341 -12%
NHC
557
Nicholas Hoffman & Company
Georgia
$2.44M +$338K +2,425 +17%
FCA
558
FLC Capital Advisors
California
$2.43M +$1.46M +10,464 +165%
FA
559
FCG Advisors
New Jersey
$2.41M +$26.8K +192 +1%
GMA
560
Goldstein Munger & Associates
California
$2.4M -$4.6K -33 -0.2%
WCA
561
Windsor Creek Advisors
Vermont
$2.39M +$12.1K +87 +0.5%
GT
562
Glenview Trust
Kentucky
$2.36M +$54K +387 +2%
AIC
563
Ameritas Investment Company
Nebraska
$2.36M +$2.27M +16,302 New
TIA
564
Traphagen Investment Advisors
New Jersey
$2.34M +$2.5M +17,896 New
IDA
565
Intelligence Driven Advisers
California
$2.33M -$53.9K -386 -2%
FHC
566
First Heartland Consultants
Missouri
$2.32M -$189K -1,352 -8%
APW
567
Acima Private Wealth
Virginia
$2.31M
AI
568
Accredited Investors
Minnesota
$2.31M +$37.4K +268 +2%
EWM
569
Evercore Wealth Management
New York
$2.31M +$151K +1,081 +7%
HC
570
HNP Capital
New York
$2.29M -$2.06M -14,752 -48%
VRM
571
Vectors Research Management
New York
$2.29M +$30.3K +217 +1%
Kovitz Investment Group Partners
572
Kovitz Investment Group Partners
Illinois
$2.27M -$52.9K -379 -2%
GEA
573
Glen Eagle Advisors
New Jersey
$2.27M +$24.1K +173 +1%
ST
574
Sabal Trust
Florida
$2.26M
SHGA
575
Sand Hill Global Advisors
California
$2.25M -$340K -2,436 -14%

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.