Vanguard Morningstar Total Stock Market ETF
VTI
1,108 hedge funds and large institutions have $30.8B invested in Vanguard Morningstar Total Stock Market ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 418 increasing their positions, 459 reducing their positions, and 56 closing their positions.
54% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 56
23% more call options, than puts
Call options by funds: $81.5M | Put options by funds: $66.2M
2% more funds holding
Funds holding: 1,084 → 1,108 (+24)
0.33% less ownership
Funds ownership: 33.83% → 33.5% (-0.33%)
1% less capital invested
Capital invested by funds: $31B → $30.8B (-$230M)
9% less repeat investments, than reductions
Existing positions increased: 418 | Existing positions reduced: 459
5% less funds holding in top 10
Funds holding in top 10: 241 → 230 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$282M |
| 2 |
Goldman Sachs
New York
|
+$190M |
| 3 |
Morgan Stanley
New York
|
+$147M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$108M |
| 5 |
LPL Financial
San Diego,
California
|
+$91.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$474M |
| 2 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$317M |
| 3 |
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
|
-$87.1M |
| 4 |
CLA
Cranberry Lake Advisors
Houston,
Texas
|
-$51.5M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$41.4M |
VTI Hedge Fund Activity: Q1 2018 in Review
1,108 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q1 2018, worth a combined $30.8B — down 0.74% from $31B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new VTI positions and 56 closed out — a net gain of 30 holders — while 418 added to existing stakes and 459 trimmed.
The largest buyer was Betterment LLC, adding an estimated $282M. The largest seller was Milliman Financial Risk Management, cutting an estimated $474M.
- 1,108 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q1 2018, up from 1,084 in Q4 2017.
- Funds reported $30.8B of Vanguard Morningstar Total Stock Market ETF stock for Q1 2018, down 0.74% quarter-over-quarter.
- 86 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q1 2018 and 56 closed out, a net change of +30 holders.
- The largest Vanguard Morningstar Total Stock Market ETF buyer in Q1 2018 was Betterment LLC, an estimated $282M added.
- The largest Vanguard Morningstar Total Stock Market ETF seller in Q1 2018 was Milliman Financial Risk Management, an estimated $474M sold.
Based on aggregated 13F filings for Q1 2018.