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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
BCA
926
Bay Colony Advisors
Massachusetts
$492K +$77K +552 +19%
Barclays
927
Barclays
United Kingdom
$492K +$421K +3,021 +789%
CBA
928
Coastal Bridge Advisors
Connecticut
$488K
CCG
929
Chatham Capital Group
Georgia
$479K +$44K +315 +11%
MAU
930
MRA Associates USA
Arizona
$478K +$383K +2,748 +492%
CA
931
Continuum Advisory
Idaho
$478K -$1.08M -7,745 -70%
SFP
932
Shepherd Financial Partners
Massachusetts
$477K -$573K -4,107 -55%
LF
933
Lee Financial
Texas
$477K +$87.2K +625 +23%
CSIC
934
Clifford Swan Investment Counsel
California
$476K
VIP
935
Vantage Investment Partners
Missouri
$475K +$140 +1 +0%
PWAG
936
Polaris Wealth Advisory Group
California
$474K -$713K -5,112 -61%
DWA
937
Douglass Winthrop Advisors
New York
$474K
BBHC
938
Brown Brothers Harriman & Co
New York
$474K +$55.8K +400 +14%
FNB
939
Farmers National Bank
Kentucky
$473K +$456K +3,267 New
RSWM
940
Robertson Stephens Wealth Management
California
$470K +$837 +6 +0.2%
TW
941
TrinityPoint Wealth
Connecticut
$467K +$17K +122 +4%
PWA
942
Peterson Wealth Advisors
Utah
$466K +$52.2K +374 +14%
AIM
943
AMI Investment Management
Indiana
$461K +$444K +3,185 New
EFSCE
944
Enterprise Financial Services Corp (EFSC)
Missouri
$459K
XWM
945
Xcel Wealth Management
Florida
$459K
WAS
946
Winch Advisory Services
Wisconsin
$458K +$17.7K +127 +4%
BIA
947
BHK Investment Advisors
Alabama
$457K -$31.3K -224 -7%
WIA
948
World Investment Advisors
California
$457K -$4.19K -30 -0.9%
BWA
949
BlueSky Wealth Advisors
North Carolina
$454K -$1.02M -7,338 -70%
RWA
950
Redhawk Wealth Advisors
Minnesota
$454K +$1.95K +14 +0.4%

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.