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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
WPW
1226
Winthrop Partners - WNY
New York
$29.3K
NL
1227
NVWM LLC
Pennsylvania
$29K -$2.26M -16,185 -99%
MCM
1228
MV Capital Management
Maryland
$27K
IP
1229
Intellectus Partners
California
$27K +$25.8K +185 New
QAM
1230
QCI Asset Management
New York
$26K
TCM
1231
Tradewinds Capital Management
Washington
$26K
AIM
1232
Arcadia Investment Management
Michigan
$25K -$8.37K -60 -26%
IAS
1233
IMA Advisory Services
Colorado
$25K +$24K +172 New
GT
1234
Glenmede Trust
Pennsylvania
$23.1K -$5.1M -36,522 -19%
AQA
1235
Alpha Quant Advisors
Texas
$23K
HFM
1236
Hartford Financial Management
Connecticut
$23K
MWM
1237
Mascoma Wealth Management
New Hampshire
$23K +$7.53K +54 +52%
WAS
1238
WESPAC Advisors SoCal
California
$23K +$23K +165 New
FRA
1239
Front Row Advisors
California
$22K
TSW
1240
Thompson Siegel & Walmsley
Virginia
$22K
HGWM
1241
Harvest Group Wealth Management
Massachusetts
$22K +$20.9K +150 New
BNP Paribas Financial Markets
1242
BNP Paribas Financial Markets
France
$21.7K +$20.9K +150 New
ACS
1243
Archford Capital Strategies
Illinois
$20K
TA
1244
TCG Advisors
Texas
$20K +$19.1K +137 New
WWM
1245
Willingdon Wealth Management
North Carolina
$19K -$3.63K -26 -17%
HCA
1246
Horan Capital Advisors
Ohio
$19K +$18.1K +130 New
SIAP
1247
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K
AWM
1248
Aevitas Wealth Management
Massachusetts
$18K +$17.9K +128 New
CF
1249
Centaurus Financial
California
$17.6K +$243K +1,741 +217%
PW
1250
Price Wealth
Texas
$15K

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.