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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
CAL
1251
Capital Analysts LLC
Pennsylvania
$15K +$11.9K +85 +340%
PCMK
1252
Paragon Capital Management (Kansas)
Kansas
$15K +$14.2K +102 New
KC
1253
Knuff & Co
California
$14K
LHC
1254
Little House Capital
Massachusetts
$14K +$14.1K +101 New
MWC
1255
MBM Wealth Consultants
Missouri
$13K -$48K -344 -80%
BC
1256
Barnett & Company
Tennessee
$13K +$12.6K +90 New
TC
1257
Truvestments Capital
Florida
$11K +$10.3K +74 New
1NWS
1258
1 North Wealth Services
Maryland
$10K
HH
1259
HWG Holdings
Texas
$9K
WCM
1260
Whitener Capital Management
North Carolina
$9K +$8.65K +62 New
MRCM
1261
M&R Capital Management
New Jersey
$7K
AW
1262
Alpha Windward
Massachusetts
$7K +$1.12K +8 +20%
HI
1263
Hudock Inc
Pennsylvania
$6K -$6.28K -45 -52%
FMTCOCP
1264
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
FFW
1265
Fusion Family Wealth
New York
$5K
OWD
1266
Osborn Williams & Donohoe
Ohio
$5K +$5.16K +37 New
WF
1267
WealthTrust Fairport
Ohio
$4K +$4.05K +29 New
WA
1268
WP Advisors
California
$3.15K -$94.3K -676 -24%
MAM
1269
Marquette Asset Management
Minnesota
$3K +$3.35K +24 New
JWM
1270
Janiczek Wealth Management
Colorado
$2K
SFG
1271
SevenBridge Financial Group
Pennsylvania
$2K +$1.81K +13 New
Koshinski Asset Management
1272
Koshinski Asset Management
Illinois
$1.83K +$292K +2,090 +20%
TWM
1273
Titus Wealth Management
California
$1.63K +$35.2K +252 +2%
CT
1274
Clearstead Trust
Maine
$1K
LIA
1275
LS Investment Advisors
Michigan
$1K +$1.26K +9 New

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.