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Vanguard Morningstar Total Stock Market ETF

1,104 hedge funds and large institutions have $32.5B invested in Vanguard Morningstar Total Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 479 increasing their positions, 375 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $90.3M | Put options by funds: $51.8M

28% more repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 375

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

5% more capital invested

Capital invested by funds: $30.8B → $32.5B (+$1.68B)

0.06% more ownership

Funds ownership: 33.48%33.54% (+0.06%)

0% less funds holding

Funds holding: 1,1071,104 (-3)

1% less funds holding in top 10

Funds holding in top 10: 230228 (-2)

Holders
1,104
Holders Change
-3
Holders Change %
-0.27%
% of All Funds
25.18%
Holding in Top 10
228
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.87%
% of All Funds
5.2%
New
59
Increased
479
Reduced
375
Closed
50
Calls
$90.3M
Puts
$51.8M
Net Calls
+$38.5M
Net Calls Change
+$23.2M

VTI Hedge Fund Activity: Q2 2018 in Review

1,104 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q2 2018, worth a combined $32.5B — up 5.5% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VTI positions and 50 closed out — a net gain of 9 holders — while 479 added to existing stakes and 375 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $505M. The largest seller was Allworth Financial, cutting an estimated $337M.

  • 1,104 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q2 2018, down from 1,107 in Q1 2018.
  • Funds reported $32.5B of Vanguard Morningstar Total Stock Market ETF stock for Q2 2018, up 5.5% quarter-over-quarter.
  • 59 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q2 2018 and 50 closed out, a net change of +9 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $505M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q2 2018 was Allworth Financial, an estimated $337M sold.

Based on aggregated 13F filings for Q2 2018.