We are live on ! Find out more
VTI icon

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
Betterment LLC
1
Betterment LLC
New York
$3.49B +$147M +1,054,162 +5%
LPL Financial
2
LPL Financial
California
$2.02B -$29M -207,899 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2B +$120M +859,745 +7%
Bank of America
4
Bank of America
North Carolina
$1.8B -$66.1M -473,501 -4%
MFRM
5
Milliman Financial Risk Management
Illinois
$1.73B +$492M +3,527,187 +42%
Wealthfront Advisers
6
Wealthfront Advisers
California
$1.26B +$86.6M +621,034 +8%
Morgan Stanley
7
Morgan Stanley
New York
$1.12B -$26.3M -188,455 -2%
UBS Group
8
UBS Group
Switzerland
$1.07B -$36.8M -263,895 -3%
Wells Fargo
9
Wells Fargo
California
$1.03B +$73.4K +526 +0%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$872M +$73.3M +525,051 +10%
Northern Trust
11
Northern Trust
Illinois
$679M +$49M +350,958 +8%
HB
12
Homrich & Berg
Georgia
$580M +$34.6M +248,128 +7%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$579M
BP
14
Ballentine Partners
Massachusetts
$520M +$18.4M +131,775 +4%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$495M +$5.71M +40,947 +1%
US Bancorp
16
US Bancorp
Minnesota
$437M -$2.28M -16,340 -0.5%
WI
17
WealthNavi Inc
Japan
$415M +$400M +2,865,604 New
TI
18
Truepoint Inc
Ohio
$374M +$2.75M +19,718 +0.8%
SCM
19
SCS Capital Management
Massachusetts
$355M +$1.36M +9,766 +0.4%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$344M +$1.72M +12,300 +0.5%
PS
21
Portfolio Solutions
Michigan
$336M -$4.14M -29,704 -1%
Citigroup
22
Citigroup
New York
$330M -$125M -892,624 -28%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$301M -$154M -1,106,888 -35%
MIS
24
Morningstar Investment Services
Illinois
$294M -$17.8M -127,684 -6%
WCM
25
Wealthcare Capital Management
Virginia
$287M +$1.75M +12,566 +0.6%

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.