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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
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$57.4M -$1.42M -10,195 -3%
WCM
102
Windham Capital Management
Massachusetts
$57M +$36.4M +261,116 +196%
BWI
103
Beacon Wealthcare Inc
North Carolina
$56.1M -$21.9M -157,083 -29%
CPO
104
Cerity Partners OCIO
New York
$56.1M -$7.25M -51,994 -12%
Creative Planning
105
Creative Planning
Kansas
$55.4M +$1.54M +11,047 +3%
TA
106
Trellis Advisors
Washington
$53.1M +$591K +4,236 +1%
V
107
Veritable
Delaware
$53M +$732K +5,245 +1%
DPI
108
Diversified Portfolios Inc
Michigan
$52.7M -$956K -6,851 -2%
C
109
Cliffwater
California
$52.6M +$22.6M +162,268 +81%
RFC
110
Regions Financial Corp
Alabama
$52.3M +$1.93M +13,844 +4%
CG
111
Caprock Group
Idaho
$51.9M -$522K -3,741 -1%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$50.3M -$733K -5,257 -1%
TA
113
Tiedemann Advisors
New York
$50.1M +$132K +947 +0.3%
Stifel Financial
114
Stifel Financial
Missouri
$50M -$21.2M -152,303 -31%
LSAG
115
Lake Street Advisors Group
New Hampshire
$49.5M -$1.42M -10,156 -3%
ZF
116
Zhang Financial
Michigan
$48.5M -$555K -3,978 -1%
AA
117
ALPS Advisors
Colorado
$48.2M -$2.15M -15,440 -4%
USAA
118
United Services Automobile Association
Texas
$46.8M +$17.9M +128,493 +66%
LC
119
Landaas & Company
Wisconsin
$45.4M +$979K +7,015 +2%
BJL
120
Brighton Jones LLC
Washington
$44.9M -$827K -5,930 -2%
LW
121
Linscomb Wealth
Texas
$44.9M -$453K -3,248 -1%
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$43.3M -$202K -1,449 -0.5%
TC
123
Trilogy Capital
California
$42.9M -$16.1M -115,675 -28%
SWM
124
Sanctuary Wealth Management
Idaho
$42.6M
PP
125
PagnatoKarp Partners
Virginia
$42.3M +$1M +7,175 +3%

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.