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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
GC
1001
Grimes & Company
Massachusetts
$363K +$11K +79 +3%
GT
1002
Greenleaf Trust
Michigan
$363K +$350K +2,507 New
SXL
1003
Summit X LLC
Missouri
$362K +$279 +2 +0.1%
JAFL
1004
Jay A. Fishman Ltd
Michigan
$362K
IC
1005
Investment Counsel
Michigan
$361K
CCMG
1006
Clark Capital Management Group
Pennsylvania
$359K +$347K +2,484 New
SA
1007
Sicart Associates
New York
$358K -$41.9K -300 -11%
CA
1008
Claro Advisors
Massachusetts
$357K -$20.2K -145 -6%
RM
1009
Resource Management
Louisiana
$356K
BCM
1010
Brasada Capital Management
Texas
$355K -$4.46K -32 -1%
MWM
1011
Meridian Wealth Management
Kentucky
$355K +$35.6K +255 +12%
RMCM
1012
Reynders McVeigh Capital Management
Massachusetts
$354K
PSUF
1013
People's United Financial
Connecticut
$353K +$94.2K +675 +38%
WCA
1014
Westover Capital Advisors
Delaware
$351K
OIA
1015
Optimum Investment Advisors
Illinois
$350K
OC
1016
Oakworth Capital
Alabama
$349K -$255K -1,830 -43%
HWA
1017
Hillcrest Wealth Advisors
New Jersey
$347K
AWM
1018
Avior Wealth Management
Nebraska
$347K +$187K +1,342 +126%
SAM
1019
Smithbridge Asset Management
Pennsylvania
$344K -$6.98K -50 -2%
GIP
1020
Greatmark Investment Partners
Georgia
$344K
THWM
1021
Taylor Hoffman Wealth Management
Virginia
$343K
WEC
1022
Winslow Evans & Crocker
Massachusetts
$342K +$77K +552 +31%
CPSAC
1023
Chas P. Smith & Associates (CPS)
Florida
$341K
SMFS
1024
Squar Milner Financial Services
California
$339K -$27.8K -199 -8%
CFD
1025
Creative Financial Designs
Indiana
$337K -$12.7K -91 -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.