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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
FA
1201
Fortis Advisors
Pennsylvania
$83K +$419 +3 +0.5%
TNBTD
1202
Trustmark National Bank Trust Department
Mississippi
$81K
PWMG
1203
Prestige Wealth Management Group
New Jersey
$79K -$4.19K -30 -5%
LA
1204
Legacy Advisors
Pennsylvania
$78K +$75.6K +542 New
BWP
1205
Baldwin Wealth Partners
Massachusetts
$76K -$1.4K -10 -2%
OAM
1206
Oppenheimer Asset Management
New York
$75K -$26.4M -189,405 -100%
AIC
1207
Archer Investment Corporation
Indiana
$72K
BAM
1208
Barrett Asset Management
New York
$72K
BCA
1209
Bray Capital Advisors
Florida
$72K +$42.1K +302 +153%
BAM
1210
Bruderman Asset Management
New York
$69K
M
1211
MOTCO
Texas
$65K -$98.1K -703 -61%
FGAM
1212
Financial Gravity Asset Management
Texas
$65K +$62.4K +447 New
FMP
1213
Financial Management Professionals
Texas
$64K +$279 +2 +0.5%
AFIA
1214
America First Investment Advisors
Nebraska
$63K +$279 +2 +0.5%
SIS
1215
Sound Income Strategies
Florida
$49K +$27.9K +200 +143%
OFS
1216
Orrstown Financial Services
Pennsylvania
$42K
BA
1217
Belvedere Advisors
California
$41K +$39.8K +285 New
PWM
1218
PRW Wealth Management
Massachusetts
$40K
IRC
1219
Investors Research Corp
Georgia
$38K +$36.8K +264 New
LPWM
1220
Lake Point Wealth Management
Texas
$34K +$32K +229 New
HI
1221
Human Investing
Oregon
$33K -$230K -1,647 -88%
IAS
1222
INR Advisory Services
Pennsylvania
$33K -$42K -301 -57%
NPP
1223
New Potomac Partners
Maryland
$33K
HCC
1224
Hirtle Callaghan & Co
Pennsylvania
$32K +$11K +79 +54%
FCA
1225
FinTrust Capital Advisors
South Carolina
$30K

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.