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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
TCOV
951
Trust Company of Vermont
Vermont
$451K
MIG
952
McGuire Investment Group
Rhode Island
$444K -$34.9K -250 -8%
SCI
953
S&CO Inc
Massachusetts
$442K
ZIC
954
ZWJ Investment Counsel
Georgia
$439K
FSCM
955
Front Street Capital Management
Montana
$439K +$38.9K +279 +10%
CWM
956
Campbell Wealth Management
Virginia
$438K +$419 +3 +0.1%
CFA
957
Cahill Financial Advisors
Minnesota
$435K +$419 +3 +0.1%
CI
958
CX Institutional
Indiana
$434K +$179K +1,285 +75%
AI
959
ArchPoint Investors
Florida
$434K +$419K +3,000 New
WCM
960
WealthBridge Capital Management
Ohio
$429K +$93.8K +672 +30%
ABP
961
Arthur B. Page
$427K -$20.9K -150 -5%
PFA
962
Paradigm Financial Advisors
Missouri
$424K +$25.1K +180 +7%
FLA
963
Financial Life Advisors
Texas
$423K -$27.3K -196 -6%
AFNAS
964
American Financial Network Advisory Services
California
$422K -$18K -129 -4%
TF
965
Trek Financial
Arizona
$416K +$77K +552 +24%
WC
966
Woodstock Corp
Massachusetts
$413K -$2.79K -20 -0.7%
PB
967
Pinnacle Bancorp
Nebraska
$412K +$17K +122 +4%
CS
968
Cannell & Spears
New York
$408K +$393K +2,817 New
MIM
969
Moseley Investment Management
Florida
$408K +$394K +2,822 New
CA
970
Crewe Advisors
Utah
$407K -$87.5K -627 -18%
MA
971
MONECO Advisors
Connecticut
$406K +$19.8K +142 +5%
SEI Investments
972
SEI Investments
Pennsylvania
$406K +$270K +1,932 +222%
KCM
973
Karp Capital Management
California
$405K -$49.8K -357 -11%
CPA
974
Clear Perspective Advisors
Illinois
$404K -$77.4K -555 -17%
AP
975
Atwood & Palmer
Missouri
$403K

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.