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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
KF
976
Krilogy Financial
Missouri
$400K -$204K -1,461 -35%
IC
977
Intersect Capital
California
$400K
SHA
978
Seneca House Advisors
Virginia
$399K -$14.9K -107 -4%
JCM
979
Janney Capital Management
Pennsylvania
$398K -$1.67K -12 -0.4%
WSFS
980
Wilmington Savings Fund Society
Delaware
$398K
GP
981
Greenline Partners
New York
$398K +$6K +43 +2%
PL
982
Parthenon LLC
Kentucky
$394K +$6.98K +50 +2%
TC
983
TownSquare Capital
Utah
$391K +$119K +851 +46%
VCM
984
Vision Capital Management
Oregon
$390K +$376K +2,697 New
MMA
985
Miracle Mile Advisors
California
$389K
WP
986
WealthSource Partners
California
$388K -$213K -1,525 -36%
Fiera Capital (Canada)
987
Fiera Capital (Canada)
Quebec, Canada
$384K -$329K -2,361 -47%
SA
988
Strategic Advisors
New York
$383K -$15.5K -111 -4%
FCMT
989
Founders Capital Management (Texas)
Texas
$383K
DDC
990
DF Dent & Co
Maryland
$378K
PWP
991
Personal Wealth Partners
Minnesota
$377K +$363K +2,605 New
SHJ
992
Sharkey, Howes & Javer
Colorado
$376K +$69.8K +500 +24%
HCP
993
Holt Capital Partners
Texas
$375K
AWM
994
Apollon Wealth Management
South Carolina
$374K
BC
995
Burney Company
Virginia
$371K -$215K -1,542 -38%
FF
996
Friedenthal Financial
New Jersey
$371K -$202K -1,451 -36%
GIA
997
GHP Investment Advisors
Colorado
$369K
SVWA
998
Sound View Wealth Advisors
Georgia
$369K +$16.5K +118 +5%
CWM
999
Cabot Wealth Management
Massachusetts
$363K -$3.63K -26 -1%
CIA
1000
Choate Investment Advisors
Massachusetts
$363K

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.