Vanguard Morningstar Total Stock Market ETF
VTI
1,503 hedge funds and large institutions have $40.1B invested in Vanguard Morningstar Total Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 625 increasing their positions, 594 reducing their positions, and 147 closing their positions.
475% more call options, than puts
Call options by funds: $711M | Put options by funds: $124M
5% more repeat investments, than reductions
Existing positions increased: 625 | Existing positions reduced: 594
0.24% less ownership
Funds ownership: 34.97% → 34.73% (-0.24%)
4% less funds holding
Funds holding: 1,558 → 1,503 (-55)
4% less funds holding in top 10
Funds holding in top 10: 336 → 322 (-14)
18% less capital invested
Capital invested by funds: $49B → $40.1B (-$8.91B)
24% less first-time investments, than exits
New positions opened: 112 | Existing positions closed: 147
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$1.07B |
| 2 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
+$768M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$671M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$331M |
| 5 |
Morgan Stanley
New York
|
+$264M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$844M |
| 2 |
Betterment LLC
New York
|
-$670M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$255M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
-$190M |
| 5 |
S
Schroders
London,
United Kingdom
|
-$182M |
VTI Hedge Fund Activity: Q1 2020 in Review
1,503 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q1 2020, worth a combined $40.1B — down 18% from $49B a quarter earlier.
Sellers outnumbered buyers: 147 funds closed out of VTI and 112 opened new positions — a net loss of 35 holders — while 594 trimmed existing stakes and 625 added.
The largest buyer was Creative Planning, adding an estimated $1.07B. The largest seller was Milliman Financial Risk Management, cutting an estimated $844M.
- 1,503 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q1 2020, down from 1,558 in Q4 2019.
- Funds reported $40.1B of Vanguard Morningstar Total Stock Market ETF stock for Q1 2020, down 18% quarter-over-quarter.
- 112 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q1 2020 and 147 closed out, a net change of -35 holders.
- The largest Vanguard Morningstar Total Stock Market ETF buyer in Q1 2020 was Creative Planning, an estimated $1.07B added.
- The largest Vanguard Morningstar Total Stock Market ETF seller in Q1 2020 was Milliman Financial Risk Management, an estimated $844M sold.
Based on aggregated 13F filings for Q1 2020.