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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
Wealth Enhancement Advisory Services
801
Wealth Enhancement Advisory Services
Minnesota
$800K +$12.3K +88 +2%
GTAM
802
Global Trust Asset Management
Florida
$799K -$22.9K -164 -3%
ME
803
McIlrath & Eck
Washington
$796K +$140 +1 +0%
VHAM
804
Van Hulzen Asset Management
California
$795K +$60.8K +436 +9%
FTC
805
Farmers Trust Company
Ohio
$793K +$21.5K +154 +3%
CIA
806
Capital Investment Advisors
Georgia
$793K +$44.5K +319 +6%
HCM
807
HM Capital Management
Missouri
$789K +$13K +93 +2%
TFO
808
Tarbox Family Office
California
$785K
BFC
809
Bedel Financial Consulting
Indiana
$777K -$2.37K -17 -0.3%
HP
810
HT Partners
Connecticut
$776K -$17K -122 -2%
MGIA
811
Moneta Group Investment Advisors
Missouri
$773K +$30.4K +218 +4%
PI
812
Pachira Investments
California
$768K +$16.5K +118 +2%
GW
813
GW & Wade
Massachusetts
$767K +$134K +957 +22%
ONST
814
Old North State Trust
North Carolina
$766K -$22.3K -160 -3%
AC
815
Abbrea Capital
California
$757K
FNC
816
First National Corp
Massachusetts
$756K +$837 +6 +0.1%
MPM
817
Meritage Portfolio Management
Kansas
$754K
BFA
818
Beaumont Financial Advisors
Massachusetts
$749K
FNBOMD
819
First National Bank of Mount Dora
Florida
$749K
WTC
820
WhitTier Trust Company
Nevada
$744K -$244K -1,749 -25%
HPWM
821
Highland Private Wealth Management
Washington
$743K +$47.9K +343 +7%
SG
822
StoneX Group
New York
$742K +$98.1K +703 +16%
CFA
823
Carroll Financial Associates
North Carolina
$733K
UB
824
UMB Bank
Missouri
$728K +$46.3K +332 +7%
BDF
825
Black Diamond Financial
Maryland
$725K +$52.5K +376 +8%

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.