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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
TAIM
176
TD Ameritrade Investment Management
Nebraska
$24.4M +$1.24M +8,921 +6%
RVPG
177
Relative Value Partners Group
$23.5M +$38.9K +279 +0.2%
FFG
178
Ford Financial Group
California
$23.5M -$5.97M -42,787 -21%
Bessemer Group
179
Bessemer Group
New Jersey
$23.5M -$32.7M -234,020 -59%
AIM
180
Allen Investment Management
New York
$22.6M +$1.85M +13,228 +9%
KIA
181
KCM Investment Advisors
California
$22.6M +$3.67M +26,291 +20%
CWM
182
Cornerstone Wealth Management
Missouri
$22.2M -$813K -5,826 -4%
RWM
183
Rezny Wealth Management
Florida
$22.2M +$1.96M +14,052 +10%
SBSB
184
Sullivan, Bruyette, Speros & Blaney
Virginia
$22M -$334K -2,394 -2%
WCWM
185
Wooster Corthell Wealth Management
Connecticut
$21.9M +$296K +2,125 +1%
NFC
186
Northeast Financial Consultants
Connecticut
$21.6M +$964K +6,910 +5%
PFM
187
Peak Financial Management
Massachusetts
$21.3M -$464K -3,328 -2%
EC
188
Estate Counselors
Wisconsin
$21.2M +$7.52M +53,905 +58%
William Blair & Company
189
William Blair & Company
Illinois
$20.9M +$2.53M +18,101 +14%
FCI
190
Financial Counselors Inc
Kansas
$20.8M -$311K -2,227 -2%
VM
191
VPR Management
Texas
$20.4M
MCM
192
MAI Capital Management
Ohio
$20.4M +$795K +5,700 +4%
DADC
193
D.A. Davidson & Co
Montana
$20.2M +$694K +4,976 +4%
OFG
194
Oxford Financial Group
Indiana
$19.9M +$3.09M +22,166 +19%
WA
195
WBH Advisory
Maryland
$19.9M +$25.7K +184 +0.1%
NSAM
196
North Star Asset Management
Wisconsin
$19.8M +$542K +3,882 +3%
GPWA
197
Great Point Wealth Advisors
Massachusetts
$19.7M +$520K +3,727 +3%
JCM
198
Jacobi Capital Management
Pennsylvania
$19.3M -$690K -4,943 -4%
AI
199
Atria Investments
North Carolina
$19.2M -$87.1M -624,388 -82%
WRTC
200
Wind River Trust Company
Wyoming
$19M

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.