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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
VST
651
Van Strum & Towne
California
$1.62M +$328K +2,350 +26%
PA
652
Planning Alternatives
Michigan
$1.61M -$65.3K -468 -4%
WIC
653
Woodmont Investment Counsel
Tennessee
$1.6M +$171K +1,225 +12%
CBN
654
Cadence Bank NA
Texas
$1.6M +$78.3K +561 +5%
JWA
655
JFS Wealth Advisors
Pennsylvania
$1.58M -$19.8K -142 -1%
CCM
656
Coe Capital Management
Illinois
$1.57M -$25.1K -180 -2%
PPP
657
Private Portfolio Partners
New Jersey
$1.56M -$97.8K -701 -6%
APSP
658
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.52M +$192K +1,375 +15%
CFGF
659
Compass Financial Group (Florida)
Florida
$1.52M -$11K -79 -0.7%
JWM
660
Jackson Wealth Management
Florida
$1.51M -$19.3K -138 -1%
MFW
661
Meristem Family Wealth
Minnesota
$1.51M
EVM
662
Eaton Vance Management
Massachusetts
$1.51M +$99.1K +710 +7%
BTW
663
Boston Trust Walden
Massachusetts
$1.51M
RWG
664
Regal Wealth Group
California
$1.5M
LFWA
665
LBJ Family Wealth Advisors
Texas
$1.5M +$7.67K +55 +0.5%
W
666
WealthOne
New York
$1.49M -$1.35M -9,673 -99%
OIM
667
Orca Investment Management
Oregon
$1.49M +$51.3K +368 +4%
GG
668
Gofen & Glossberg
Illinois
$1.46M +$87.2K +625 +7%
NL
669
NWAM LLC
Washington
$1.46M -$89K -638 -6%
Simplex Trading
670
Simplex Trading
Illinois
$1.46M -$540K -3,871 -28%
CCP
671
Corient Capital Partners
California
$1.46M
AIM
672
Anchor Investment Management
South Carolina
$1.45M -$229K -1,641 -14%
LP
673
LGL Partners
Pennsylvania
$1.45M +$1.4M +10,028 New
ACP
674
Arcus Capital Partners
Georgia
$1.44M -$17K -122 -1%
ACA
675
Atlas Capital Advisors
Wyoming
$1.43M -$31.1K -223 -2%

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.