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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
BWM
1176
Baystate Wealth Management
Massachusetts
$127K +$698 +5 +0.6%
DWM
1177
Destination Wealth Management
California
$123K -$184K -1,317 -61%
CHC
1178
City Holding Co
West Virginia
$121K +$52.3K +375 +82%
BMM
1179
Buffington Mohr McNeal
Idaho
$120K +$116K +829 New
AACR
1180
ACR Alpine Capital Research
Missouri
$119K
BBA
1181
Braun-Bostich & Associates
Pennsylvania
$117K -$96.5K -692 -46%
GCM
1182
Garland Capital Management
Washington
$116K
Retirement Systems of Alabama
1183
Retirement Systems of Alabama
Alabama
$116K
GWMIA
1184
Global Wealth Management Investment Advisory
Florida
$109K -$837 -6 -0.8%
SFSG
1185
Stearns Financial Services Group
North Carolina
$108K -$100K -717 -49%
CWM
1186
Cranbrook Wealth Management
Michigan
$107K
SA
1187
SRH Advisors
Kansas
$107K +$5.86K +42 +6%
LWA
1188
Lowe Wealth Advisors
Maryland
$105K
BHWM
1189
Bay Harbor Wealth Management
Maryland
$104K -$38.1K -273 -27%
CCM
1190
Cribstone Capital Management
Maine
$103K
LWANC
1191
Laurel Wealth Advisors (North Carolina)
North Carolina
$103K
FA
1192
Financial Advantage
Maryland
$101K
VC
1193
Vestor Capital
Illinois
$100K -$1.4K -10 -1%
EWM
1194
Endurance Wealth Management
Rhode Island
$99K
QCMNJ
1195
Quantum Capital Management (New Jersey)
New Jersey
$96K -$19K -136 -17%
IWMA
1196
Ironwood Wealth Management (Arizona)
Arizona
$94K
TVWM
1197
Tower View Wealth Management
Wisconsin
$85K +$419 +3 +0.5%
SC
1198
Sawyer & Company
Massachusetts
$85K +$39.8K +285 +95%
GI
1199
Gradient Investments
Minnesota
$84K
LWA
1200
Lenox Wealth Advisors
New York
$83K

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.