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Vanguard Total Stock Market ETF
VTI

880 hedge funds and large institutions have $22.3B invested in Vanguard Total Stock Market ETF in 2016 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 376 increasing their positions, 233 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 33

85% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $16M

61% more repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 233

20% more capital invested

Capital invested by funds: $18.6B → $22.3B (+$3.64B)

19% more funds holding in top 10

Funds holding in top 10: 161 → 192 (+31)

15% more funds holding

Funds holding: 768 → 880 (+112)

3.23% more ownership

Funds ownership: 28.38% → 31.61% (+3.2%)

Holders
880
Holders Change
+112
Holders Change %
+14.58%
% of All Funds
22%
Holding in Top 10
192
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+19.25%
% of All Funds
4.8%
New
155
Increased
376
Reduced
233
Closed
33
Calls
$29.5M
Puts
$16M
Net Calls
+$13.5M
Net Calls Change
-$19.2M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.11B
2
Bank of America
Bank of America
North Carolina
+$380M
3
WIM
Windhaven Investment Management
Massachusetts
+$282M
4
Northern Trust
Northern Trust
Illinois
+$156M
5
Betterment LLC
Betterment LLC
New York
+$90.3M

Top Sellers

Rank Fund Capital Flow
1
MIS
Morningstar Investment Services
Illinois
-$178M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$79.6M
3
PPFA
Provida Pension Fund Administrator
Chile
-$78.8M
4
HA
Hays Advisory
Tennessee
-$73.1M
5
NHAS
Novo Holdings A/S
Denmark
-$59.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MB
51
Mizuho Bank
Japan
$76.1M +$74.2M +660,000 New
SCM
52
SCS Capital Management
Massachusetts
$75.3M +$18.4M +163,301 +33%
K
53
Kemper
Illinois
$73.4M -$12.4M -109,914 -15%
RCWVOTCITCONY
54
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$73.2M +$71.4M +634,573 New
M&T Bank
55
M&T Bank
New York
$70M +$154K +1,370 +0.2%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$68.2M +$8.73M +77,619 +15%
CCM
57
Carlson Capital Management
Minnesota
$66.6M +$3.4M +30,244 +6%
AAS
58
Annex Advisory Services
Wisconsin
$65.6M +$2.42M +21,473 +4%
EFS
59
Edelman Financial Services
Virginia
$65.6M +$799K +7,103 +1%
AG
60
Advisor Group
Arizona
$63.3M +$11M +98,029 +22%
F
61
Filament
Washington
$61.3M +$50.1K +445 +0.1%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$59.8M +$2.58M +22,963 +5%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$59.4M +$9.94M +88,400 +21%
SFA
64
Sequoia Financial Advisors
Ohio
$55.9M +$6.91M +61,420 +15%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$55M +$5.26M +46,748 +11%
B
66
Bailard
California
$55M +$2.21M +19,645 +4%
NLI
67
Nippon Life Insurance
Japan
$52.8M +$51.5M +458,200 New
FAAS
68
First Allied Advisory Services
California
$52.2M +$2.89M +25,727 +6%
HA
69
Hays Advisory
Tennessee
$50.8M -$73.1M -650,010 -60%
USAA
70
United Services Automobile Association
Texas
$50.6M -$33.7M -299,222 -41%
CPO
71
Cerity Partners OCIO
New York
$49.5M +$546K +4,852 +1%
FNBTCON
72
First National Bank & Trust Co of Newtown
Pennsylvania
$47.9M +$507K +4,505 +1%
SB
73
Suntrust Banks
Georgia
$46.2M +$331K +2,940 +0.7%
DPI
74
Diversified Portfolios Inc
Michigan
$45.5M +$423K +3,762 +1%
OFW
75
Omnia Family Wealth
Florida
$45M +$43.9M +389,915 New
1 2
3
4 5

VTI Hedge Fund Activity: Q4 2016 in Review

880 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q4 2016, worth a combined $22.3B — up 20% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new VTI positions and 33 closed out — a net gain of 122 holders — while 376 added to existing stakes and 233 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.11B. The largest seller was Morningstar Investment Services, exiting entirely with an estimated $178M sold.

  • 880 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q4 2016, up from 768 in Q3 2016.
  • Funds reported $22.3B of Vanguard Total Stock Market ETF stock for Q4 2016, up 20% quarter-over-quarter.
  • 155 funds opened new Vanguard Total Stock Market ETF positions in Q4 2016 and 33 closed out, a net change of +122 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q4 2016 was LPL Financial, an estimated $1.11B added.
  • The largest Vanguard Total Stock Market ETF seller in Q4 2016 was Morningstar Investment Services, an estimated $178M sold.

Based on aggregated 13F filings for Q4 2016.