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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
FBC
726
Fairfield, Bush & Co
Connecticut
$1.1M -$1.27M -9,084 -54%
1IA
727
1834 Investment Advisors
Wisconsin
$1.1M +$419 +3 +0%
MCM
728
Manchester Capital Management
Vermont
$1.1M +$176K +1,259 +20%
CCM
729
Coldstream Capital Management
Washington
$1.09M +$21.3K +153 +2%
RWP
730
RWA Wealth Partners
Massachusetts
$1.08M -$46.5K -333 -4%
PA
731
Perennial Advisors
New York
$1.08M +$698 +5 +0.1%
KWM
732
Kingsview Wealth Management
Oregon
$1.08M +$80.1K +574 +8%
MG
733
Mather Group
Illinois
$1.06M -$133K -956 -12%
First Manhattan
734
First Manhattan
New York
$1.06M +$20.9K +150 +2%
SWM
735
SVA Wealth Management
Wisconsin
$1.06M +$230K +1,652 +29%
OPCM
736
Osborne Partners Capital Management
California
$1.06M +$88.6K +635 +9%
DHFB
737
Dixon Hubard Feinour & Brown
Virginia
$1.06M +$1.02M +7,317 New
ODIJL
738
One Day In July LLC
Vermont
$1.05M
PA
739
Paracle Advisors
Washington
$1.04M -$34.3K -246 -3%
RG
740
Rathbones Group
United Kingdom
$1.03M -$150K -1,075 -13%
MFW
741
Mosaic Family Wealth
Missouri
$1.02M -$6.76M -48,446 -87%
NAS
742
Nicolet Advisory Services
Wisconsin
$1.02M +$983K +7,046 New
PRS
743
Pinkerton Retirement Specialists
Idaho
$1.02M -$8.88M -63,644 -90%
IFS
744
Ifrah Financial Services
Arkansas
$1.02M +$5.02K +36 +0.5%
DI
745
DFPG Investments
Utah
$1.01M +$2.93K +21 +0.3%
SCP
746
Syntal Capital Partners
Texas
$1.01M
Kayne Anderson Rudnick Investment Management
747
Kayne Anderson Rudnick Investment Management
California
$1.01M -$126K -900 -11%
H
748
HoyleCohen
California
$1.01M +$392K +2,806 +68%
FFA
749
Fragasso Financial Advisors
Pennsylvania
$1M -$567K -4,066 -37%
EHPM
750
Emery Howard Portfolio Management
California
$997K +$140 +1 +0%

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.