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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
MAS
776
Managed Account Services
Florida
$526K +$6.69K +50 +1%
IBOK
777
Independence Bank of Kentucky
Kentucky
$524K +$511K +3,820 New
CF
778
Centaurus Financial
California
$523K +$509K +3,807 New
KIA
779
Kopp Investment Advisors
Minnesota
$522K +$26.8K +200 +6%
PC
780
Port Capital
Illinois
$519K +$507K +3,785 New
ACG
781
Allen Capital Group
Nebraska
$514K +$501K +3,742 New
LWS
782
Lucia Wealth Services
California
$511K +$498K +3,722 New
CBT
783
Capital Bank & Trust
California
$508K – – –
MWM
784
Meridian Wealth Management
Kentucky
$504K -$2.54K -19 -0.4%
1WA
785
180 Wealth Advisors
Washington
$503K +$490K +3,664 New
PCA
786
Providence Capital Advisors
North Carolina
$503K +$491K +3,666 New
ACP
787
Arcus Capital Partners
Georgia
$499K +$1.74K +13 +0.4%
GW
788
GW & Wade
Massachusetts
$498K -$29.2K -218 -6%
ADBIC
789
A.D. Beadell Investment Counsel
Wisconsin
$495K +$80.3K +600 +20%
TCOV
790
Trust Company of Vermont
Vermont
$492K +$17.5K +131 +4%
BL
791
Balentine LLC
Georgia
$492K +$255K +1,906 +113%
Members Trust
792
Members Trust
Florida
$489K – – –
CS
793
Comerica Securities
Michigan
$487K -$6.29K -47 -1%
FTUS
794
Flow Traders U.S.
New York
$485K -$748K -5,586 -61%
CBA
795
Coastal Bridge Advisors
Connecticut
$480K +$465K +3,472 New
CIA
796
Choate Investment Advisors
Massachusetts
$479K – – –
EWA
797
EP Wealth Advisors
California
$476K +$55.1K +412 +13%
MWP
798
MYCIO Wealth Partners
Pennsylvania
$475K +$37.9K +283 +9%
BB
799
Bell Bank
North Dakota
$474K +$462K +3,455 New
JA
800
JOYN Advisors
Georgia
$473K +$461K +3,448 New
30 31
32
33 34

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.