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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
BRA
1076
Biechele Royce Advisors
Indiana
$278K +$268K +1,920 New
CCM
1077
Condor Capital Management
New Jersey
$277K
ESB
1078
Essex Savings Bank
Connecticut
$277K
CWM
1079
Cordatus Wealth Management
Pennsylvania
$275K
JA
1080
JOYN Advisors
Georgia
$274K +$18.4K +132 +7%
FMW
1081
Farr Miller & Washington
District of Columbia
$274K +$264K +1,893 New
LPIC
1082
LeJeune Puetz Investment Counsel
Michigan
$273K +$39.8K +285 +18%
RPGK
1083
Retirement Planning Group (Kansas)
Kansas
$272K -$2.79K -20 -1%
AWM
1084
Avondale Wealth Management
Texas
$271K
VBFG
1085
Vishria Bird Financial Group
Tennessee
$271K
TFS
1086
TrustCore Financial Services
Tennessee
$271K +$261K +1,872 New
SIM
1087
Sadoff Investment Management
Wisconsin
$270K +$260K +1,866 New
CWM
1088
Calamos Wealth Management
Illinois
$269K -$65K -466 -20%
HCIA
1089
Hochman Cole Investment Advisors
Illinois
$268K
WBC
1090
West Branch Capital
Massachusetts
$263K -$31.8K -228 -11%
KC
1091
Kingfisher Capital
North Carolina
$262K +$253K +1,810 New
VCA
1092
Verdence Capital Advisors
Maryland
$261K -$278K -1,995 -53%
QCM
1093
Quest Capital Management
Texas
$261K +$251K +1,802 New
SCA
1094
Sage Capital Advisors
South Dakota
$260K -$826K -5,921 -77%
OWM
1095
Orgel Wealth Management
Wisconsin
$260K +$251K +1,796 New
CFG
1096
Citizens Financial Group
Rhode Island
$259K
RT
1097
Rockland Trust
Massachusetts
$259K
CAAS
1098
Capital Asset Advisory Services
Michigan
$258K -$343K -2,457 -58%
FNT
1099
First National Trust
Pennsylvania
$258K
ACM
1100
Armbruster Capital Management
New York
$257K

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.