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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
WANY
76
Wealthspire Advisors (New York)
New York
$87M +$3.84M +27,507 +5%
PL
77
Parkwood LLC
Ohio
$85.2M +$25.9M +185,300 +46%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$81.9M -$5.52M -39,562 -7%
PFO
79
Pathstone Family Office
New Jersey
$81.5M +$67.9M +486,446 +631%
SHWM
80
Smith & Howard Wealth Management
Georgia
$78.7M -$1M -7,184 -1%
ZB
81
Zions Bancorporation
Utah
$78.3M +$75.5M +540,795 New
HighTower Advisors
82
HighTower Advisors
Illinois
$77.8M +$1.67M +11,958 +2%
CW
83
Cabot-Wellington
Massachusetts
$76.8M +$6.49M +46,545 +10%
VFP
84
Verus Financial Partners
Virginia
$75.2M +$5.25M +37,647 +8%
AAS
85
Annex Advisory Services
Wisconsin
$72.4M -$4.8M -34,391 -6%
B
86
Bailard
California
$72.3M +$121K +865 +0.2%
BAAM
87
Baker Avenue Asset Management
California
$70.7M +$4.86M +34,822 +8%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$69.1M -$3.51M -25,180 -5%
PPFA
89
Provida Pension Fund Administrator
Chile
$66.6M +$53.8M +385,674 +497%
RWM
90
Ritholtz Wealth Management
New York
$64.9M +$62.3M +446,185 +17,826%
FNBTCON
91
First National Bank & Trust Co of Newtown
Pennsylvania
$64.6M -$15.6K -112 -0%
BIAS
92
Beacon Investment Advisory Services
New Jersey
$64.4M +$6.82M +48,875 +12%
UCFA
93
United Capital Financial Advisors
Texas
$63.4M +$26.6M +190,668 +77%
K
94
Kemper
Illinois
$62.7M
CWM
95
Circle Wealth Management
New Jersey
$61.6M +$9.28M +66,529 +19%
EI
96
Ellevest Inc
New York
$60.4M +$11.4M +81,592 +24%
MWM
97
Mission Wealth Management
California
$59.2M +$2.33M +16,693 +4%
PP
98
PrairieView Partners
Minnesota
$59.2M +$1.57M +11,274 +3%
KIM
99
Karpus Investment Management
New York
$59.1M -$1.46M -10,499 -3%
LC
100
Lindbrook Capital
California
$58.9M +$2.57M +18,435 +5%

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.