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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
FFSOTS
1151
Fiduciary Financial Services of The Southwest
Texas
$205K +$197K +1,415 New
CWM
1152
Concentrum Wealth Management
California
$205K +$198K +1,419 New
CWS
1153
Cypress Wealth Services
California
$204K -$208K -1,493 -51%
BWL
1154
Bogart Wealth LLC
Virginia
$204K +$39.3K +282 +25%
SIAS
1155
Shine Investment Advisory Services
Colorado
$199K
PIA
1156
Phoenix Investment Adviser
New York
$194K
POIA
1157
Pin Oak Investment Advisors
Texas
$193K
IWP
1158
Icon Wealth Partners
Texas
$191K +$279 +2 +0.2%
AIP
1159
Ameritas Investment Partners
Nebraska
$191K +$10.6K +76 +6%
CAM
1160
Close Asset Management
United Kingdom
$188K +$87.9K +630 +94%
MSFP
1161
Mark Sheptoff Financial Planning
Connecticut
$183K
YWP
1162
YorkBridge Wealth Partners
New York
$174K -$11.9K -85 -7%
RTC
1163
Riverview Trust Company
Washington
$169K
IF
1164
Ironwood Financial
Arizona
$166K
AA
1165
Advisory Alpha
Michigan
$164K +$155K +1,114 New
CBT
1166
Central Bank & Trust
Kentucky
$158K -$27.6K -198 -15%
RE
1167
RBC Europe
United Kingdom
$156K +$15.3K +110 +11%
AIM
1168
Axiom Investment Management
New York
$155K -$137K -985 -48%
ANBT
1169
American National Bank & Trust
Texas
$151K -$12.4K -89 -8%
IFAM
1170
Institutional & Family Asset Management
Colorado
$149K -$264K -1,889 -65%
1832 Asset Management
1171
1832 Asset Management
Ontario, Canada
$148K +$146K +1,050 New
PCP
1172
Proficio Capital Partners
Massachusetts
$145K
NCM
1173
New Capital Management
Texas
$137K +$698 +5 +0.5%
SWP
1174
Strategic Wealth Partners
Ohio
$134K +$35.4K +254 +38%
FFC
1175
First Financial Corp
Indiana
$128K

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.