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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
WCM
1301
Weatherstone Capital Management
Colorado
-$582K -3,889 Closed
Mirae Asset Global Investments
1302
Mirae Asset Global Investments
South Korea
-$469K -3,673 Closed
PBO
1303
Peoples Bank (Ohio)
Ohio
-$441K -3,454 Closed
NCM
1304
Niemann Capital Management
Nevada
-$402K -3,150 Closed
CW
1305
CreativeOne Wealth
Kansas
-$323K -2,533 Closed
S
1306
Surevest
California
-$298K -2,336 Closed
WJA
1307
Williams Jones & Associates
New York
-$269K -2,109 Closed
GGI
1308
Godsey & Gibb Inc
Virginia
-$260K -2,036 Closed
MIH
1309
Meitav Investment House
Israel
-$249K -1,950 Closed
HFS
1310
Haverford Financial Services
Pennsylvania
-$229K -1,796 Closed
HCM
1311
Howard Capital Management
Georgia
-$213K -1,671 Closed
CC
1312
Claybrook Capital
Massachusetts
-$211K -1,654 Closed
WDL
1313
Well Done LLC
Michigan
-$211K -1,654 Closed
AP
1314
Appleton Partners
Massachusetts
-$246K -1,641 Closed
WPIC
1315
White Pine Investment Company
Michigan
-$209K -1,640 Closed
NP
1316
NorthRock Partners
Minnesota
-$208K -1,636 Closed
RCG
1317
Ruggie Capital Group
Florida
-$207K -1,622 Closed
Walleye Trading
1318
Walleye Trading
New York
-$195K -1,400 Closed
CYG
1319
Clean Yield Group
Vermont
-$165K -1,293 Closed
HT
1320
Heritage Trust
Oklahoma
-$125K -977 Closed
CA
1321
Centerpoint Advisors
Massachusetts
-$105K -820 Closed
AIS
1322
Accurate Investment Solutions
Pennsylvania
-$77K -603 Closed
BOPW
1323
Brandywine Oak Private Wealth
Pennsylvania
-$70K -554 Closed
RWA
1324
River Wealth Advisors
Pennsylvania
-$69K -540 Closed
IC
1325
Inscription Capital
Texas
-$24K -187 Closed

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.