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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
REMPR
751
Roof Eidam Maycock Peralta (REMP)
California
$995K
BMO
752
Beck Mack & Oliver
New York
$993K -$356K -2,550 -27%
TCM
753
Tradition Capital Management
New Jersey
$989K -$10.6K -76 -1%
CG
754
Colony Group
Massachusetts
$988K -$6.84K -49 -0.7%
WLIM
755
White Lighthouse Investment Management
Massachusetts
$982K -$364K -2,610 -28%
PAS
756
Partnervest Advisory Services
California
$981K +$60.7K +435 +7%
HCA
757
Harbour Capital Advisors
Virginia
$970K
FNBT
758
FineMark National Bank & Trust
Florida
$969K -$7.95K -57 -0.8%
CAM
759
Concorde Asset Management
Michigan
$966K +$349K +2,501 +60%
BMM
760
Berkshire Money Management
Massachusetts
$956K +$576K +4,130 +167%
CWM
761
CCG Wealth Management
California
$950K +$13.5K +97 +1%
CRC
762
Curi RMB Capital
Illinois
$948K +$127K +907 +16%
TD Asset Management
763
TD Asset Management
Ontario, Canada
$947K -$198K -1,422 -18%
VCM
764
Vigilant Capital Management
Maine
$946K +$63.3K +454 +7%
MA
765
MUFG Americas
New York
$943K -$7.39K -53 -0.8%
CB
766
CNB Bank
Pennsylvania
$941K
SIM
767
Sonora Investment Management
Arizona
$941K +$104K +744 +13%
CAM
768
Covenant Asset Management
New Jersey
$938K -$130K -934 -13%
HW
769
Hancock Whitney
Mississippi
$918K -$2.43M -17,400 -73%
CMP
770
Courage Miller Partners
Virginia
$917K
PAG
771
Pinnacle Advisory Group
Maryland
$911K -$89.7K -643 -9%
CS
772
Credit Suisse
Switzerland
$910K +$877K +6,285 New
NB
773
Nicolet Bankshares
Wisconsin
$909K +$10.5K +75 +1%
CFC
774
Coyle Financial Counsel
Illinois
$900K +$92.2K +661 +12%
TNB
775
Thomasville National Bank
Georgia
$897K

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.