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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
NCM
576
Neumann Capital Management
California
$2.21M -$191K -1,368 -8%
CG
577
CFO4Life Group
Texas
$2.21M -$429K -3,077 -17%
AWM
578
Altavista Wealth Management
North Carolina
$2.21M +$83K +595 +4%
JFA
579
JNBA Financial Advisors
Minnesota
$2.2M -$92.2K -661 -4%
ATFA
580
All Terrain Financial Advisors
Minnesota
$2.19M -$537K -3,850 -20%
BPA
581
Beacon Pointe Advisors
California
$2.19M +$146K +1,046 +7%
JWBC
582
J.W. Burns & Co
New York
$2.17M -$27.6K -198 -1%
CWA
583
Clarus Wealth Advisors
Arizona
$2.14M +$1.07M +7,666 +108%
CC
584
Cadinha & Co
Hawaii
$2.14M +$111K +799 +6%
NF
585
Nikulski Financial
Iowa
$2.13M -$106K -757 -5%
GIA
586
Guyasuta Investment Advisors
Pennsylvania
$2.13M -$145K -1,040 -7%
LIM
587
Leavell Investment Management
Alabama
$2.12M -$12K -86 -0.6%
BBPWM
588
Blue Bell Private Wealth Management
Pennsylvania
$2.11M -$65.4K -469 -3%
BDF
589
Balasa Dinverno & Foltz
$2.08M
SSB
590
Sandy Spring Bank
Maryland
$2.08M +$180K +1,293 +10%
PG
591
Patten Group
Tennessee
$2.07M +$405K +2,901 +25%
AC
592
Alexandria Capital
Virginia
$2.07M +$66.3K +475 +3%
PFGIA
593
Patriot Financial Group Insurance Agency
Massachusetts
$2.07M +$49.7K +356 +3%
FLPIM
594
F.L. Putnam Investment Management
Massachusetts
$2.06M +$1.26K +9 +0.1%
RIA
595
Regal Investment Advisors
Michigan
$2.05M -$775K -5,554 -28%
CWM
596
Confluence Wealth Management
Oregon
$2.05M
CGL
597
Clarius Group LLC
Washington
$2.03M +$636K +4,561 +48%
CB
598
Chemical Bank
Michigan
$2.03M -$3.21K -23 -0.2%
HCM
599
Howland Capital Management
Massachusetts
$2.02M -$558K -4,000 -22%
TCM
600
TD Capital Management
Tennessee
$2.02M +$62.4K +447 +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.