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Vanguard Total Stock Market ETF
VTI

1,083 hedge funds and large institutions have $31B invested in Vanguard Total Stock Market ETF in 2017 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 396 increasing their positions, 356 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 44

15% more funds holding in top 10

Funds holding in top 10: 208 → 240 (+32)

15% more funds holding

Funds holding: 941 → 1,083 (+142)

15% more call options, than puts

Call options by funds: $42M | Put options by funds: $36.5M

13% more capital invested

Capital invested by funds: $27.6B → $31B (+$3.45B)

11% more repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 356

1.38% more ownership

Funds ownership: 32.44% → 33.82% (+1.4%)

Holders
1,083
Holders Change
+142
Holders Change %
+15.09%
% of All Funds
24.56%
Holding in Top 10
240
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+15.38%
% of All Funds
5.44%
New
201
Increased
396
Reduced
356
Closed
44
Calls
$42M
Puts
$36.5M
Net Calls
+$5.44M
Net Calls Change
+$6.91M

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$790M
2
AUIM
Aegon USA Investment Management
Iowa
+$208M
3
Wells Fargo
Wells Fargo
California
+$197M
4
W
Wealthfront
California
+$123M
5
LPL Financial
LPL Financial
California
+$108M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$177M
2
WIM
Windhaven Investment Management
Massachusetts
-$152M
3
PAG
Private Advisor Group
New Jersey
-$70.2M
4
Bessemer Group
Bessemer Group
New Jersey
-$44M
5
PL
Parkwood LLC
Ohio
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
26
Brinker Capital
Pennsylvania
$236M +$8.65M +64,670 +4%
AUIM
27
Aegon USA Investment Management
Iowa
$213M +$208M +1,552,085 New
SCM
28
SCS Capital Management
Massachusetts
$199M +$11.2M +83,618 +6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$187M +$3.99M +29,806 +2%
Ameriprise
30
Ameriprise
Minnesota
$181M +$12.4M +92,529 +8%
FBFS
31
First Business Financial Services
Wisconsin
$168M +$3.87M +28,920 +2%
JP Morgan Chase
32
JP Morgan Chase
New York
$152M +$3.93M +29,387 +3%
BOH
33
Bank of Hawaii
Hawaii
$144M +$8.86M +66,189 +7%
RMC
34
Regis Management Company
California
$142M +$2.22M +16,609 +2%
AEPG
35
American Economic Planning Group
New Jersey
$137M -$1.54M -11,501 -1%
LNC
36
Lincoln National Corp
Pennsylvania
$133M +$15.4M +114,767 +13%
AI
37
Atria Investments
North Carolina
$131M -$1.95M -14,551 -2%
Goldman Sachs
38
Goldman Sachs
New York
$130M +$2.87M +21,443 +2%
VCP
39
Vista Capital Partners
Oregon
$130M +$3.9M +29,140 +3%
S
40
Schroders
United Kingdom
$126M -$2.39M -17,890 -2%
AT
41
Arden Trust
Delaware
$123M -$1.18M -8,799 -1%
NLI
42
Nippon Life Insurance
Japan
$120M – – –
GC
43
Gibson Capital
Pennsylvania
$119M -$5.11M -38,212 -4%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$118M +$16.9M +126,048 +17%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$114M +$8.56M +63,984 +8%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$114M -$1.59M -11,855 -1%
AG
47
Advisor Group
Arizona
$114M +$9.83M +73,470 +10%
OIM
48
Opus Investment Management
Massachusetts
$111M – – –
Brown Advisory
49
Brown Advisory
Maryland
$110M +$10.4M +77,781 +11%
WP
50
WMS Partners
Maryland
$107M -$2.03M -15,151 -2%
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VTI Hedge Fund Activity: Q4 2017 in Review

1,083 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q4 2017, worth a combined $31B — up 13% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 201 funds opened new VTI positions and 44 closed out — a net gain of 157 holders — while 396 added to existing stakes and 356 trimmed.

The largest buyer was Betterment LLC, adding an estimated $790M. The largest seller was Morgan Stanley, cutting an estimated $177M.

  • 1,083 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q4 2017, up from 941 in Q3 2017.
  • Funds reported $31B of Vanguard Total Stock Market ETF stock for Q4 2017, up 13% quarter-over-quarter.
  • 201 funds opened new Vanguard Total Stock Market ETF positions in Q4 2017 and 44 closed out, a net change of +157 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q4 2017 was Betterment LLC, an estimated $790M added.
  • The largest Vanguard Total Stock Market ETF seller in Q4 2017 was Morgan Stanley, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2017.