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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
HCM
126
Harvest Capital Management
New Hampshire
$42.3M +$927K +6,642 +2%
SP
127
Symmetry Partners
Connecticut
$42.1M +$17.6M +126,031 +76%
RBC
128
Roble Belko & Company
Pennsylvania
$41.9M +$990K +7,094 +3%
OFW
129
Omnia Family Wealth
Florida
$41.4M +$99.1K +710 +0.2%
MML Investors Services
130
MML Investors Services
Massachusetts
$41.4M +$3.78M +27,125 +10%
JIP
131
Jaffetilchin Investment Partners
Florida
$40.6M -$4.51M -32,340 -10%
BCI
132
Brinker Capital Investments
Pennsylvania
$39.8M +$1.04M +7,451 +3%
KWILP
133
Kiwi Wealth Investments Limited Partnership
New Zealand
$39.7M +$341K +2,441 +0.9%
PAS
134
Park Avenue Securities
New York
$39.6M +$37.8M +270,746 New
SB
135
Suntrust Banks
Georgia
$39.1M -$1.24M -8,891 -3%
CC
136
Cypress Capital
Tennessee
$38.5M -$610K -4,375 -2%
SA
137
Sunesis Advisors
Kansas
$37.7M -$755K -5,412 -2%
Mariner
138
Mariner
Kansas
$37.4M -$8.18M -58,614 -18%
BEAM
139
Baker Ellis Asset Management
Washington
$35.4M +$1.46M +10,495 +4%
JFG
140
JMG Financial Group
Illinois
$34.6M -$7.99M -57,232 -19%
JFGIW
141
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34.1M +$971K +6,958 +3%
TF
142
TIAA FSB
Florida
$33.9M +$1.79M +12,796 +6%
MG
143
McCutchen Group
Washington
$33.6M +$1.44M +10,339 +5%
CWM
144
Cedar Wealth Management
California
$33.5M +$2.23M +16,003 +7%
SFC
145
SYM Financial Corp
Indiana
$33.5M -$3.11M -22,292 -9%
HJA
146
Hugh Johnson Advisors
New York
$32.9M +$19.8M +141,808 +166%
HR
147
Hardy Reed
Mississippi
$32.5M -$253K -1,816 -0.8%
OBWP
148
O'Brien Wealth Partners
Massachusetts
$32M -$4.25M -30,443 -12%
ANTB
149
AMG National Trust Bank
Colorado
$31.7M -$514K -3,687 -2%
FWP
150
FAS Wealth Partners
Kansas
$31.4M +$21.1M +151,356 +232%

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.