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Vanguard Morningstar Total Stock Market ETF

1,237 hedge funds and large institutions have $33.2B invested in Vanguard Morningstar Total Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 509 increasing their positions, 374 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 87

56% more call options, than puts

Call options by funds: $61M | Put options by funds: $39.2M

36% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 374

11% more funds holding in top 10

Funds holding in top 10: 244272 (+28)

8% more funds holding

Funds holding: 1,1411,237 (+96)

1.13% more ownership

Funds ownership: 34.33%35.46% (+1.1%)

9% less capital invested

Capital invested by funds: $36.6B → $33.2B (-$3.38B)

Holders
1,237
Holders Change
+96
Holders Change %
+8.41%
% of All Funds
27.46%
Holding in Top 10
272
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+11.48%
% of All Funds
6.04%
New
195
Increased
509
Reduced
374
Closed
87
Calls
$61M
Puts
$39.2M
Net Calls
+$21.8M
Net Calls Change
+$4.21M

VTI Hedge Fund Activity: Q4 2018 in Review

1,237 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q4 2018, worth a combined $33.2B — down 9.3% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new VTI positions and 87 closed out — a net gain of 108 holders — while 509 added to existing stakes and 374 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $552M. The largest seller was Milliman Financial Risk Management, cutting an estimated $556M.

  • 1,237 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q4 2018, up from 1,141 in Q3 2018.
  • Funds reported $33.2B of Vanguard Morningstar Total Stock Market ETF stock for Q4 2018, down 9.3% quarter-over-quarter.
  • 195 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q4 2018 and 87 closed out, a net change of +108 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q4 2018 was State of New Jersey Common Pension Fund D, an estimated $552M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q4 2018 was Milliman Financial Risk Management, an estimated $556M sold.

Based on aggregated 13F filings for Q4 2018.