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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
CPA
976
Capital Planning Advisors
California
$218K -$51.5K -385 -19%
DWM
977
Destination Wealth Management
California
$218K -$10.6K -79 -5%
AC
978
Arjuna Capital
North Carolina
$218K +$212K +1,587 New
CCFCSB
979
Cape Cod Five Cents Savings Bank
Massachusetts
$217K +$211K +1,580 New
SAM
980
Smithbridge Asset Management
Pennsylvania
$217K +$211K +1,580 New
CCM
981
Condor Capital Management
New Jersey
$216K +$211K +1,575 New
PPCM
982
Pillar Pacific Capital Management
California
$215K +$209K +1,564 New
SCM
983
Stordahl Capital Management
Colorado
$214K +$209K +1,558 New
ACP
984
Aviance Capital Partners
Florida
$210K +$205K +1,531 New
RTS
985
Round Table Services
New Jersey
$210K +$205K +1,531 New
SPI
986
Santori & Peters Inc
Pennsylvania
$210K +$209K +1,565 New
DWM
987
Dynasty Wealth Management
Florida
$209K +$203K +1,520 New
EWM
988
Evermay Wealth Management
Virginia
$209K +$204K +1,524 New
GWCM
989
Godshalk Welsh Capital Management
Pennsylvania
$208K +$203K +1,515 New
CF
990
Corrigan Financial
Rhode Island
$206K +$200K +1,497 New
TFS
991
TrustCore Financial Services
Tennessee
$203K +$198K +1,480 New
LA
992
Leonetti & Associates
Illinois
$202K +$197K +1,470 New
CSIA
993
Charles Schwab Investment Advisory
California
$202K +$197K +1,472 New
AACR
994
ACR Alpine Capital Research
Missouri
$201K +$29.3K +219 +18%
EDRIA
995
Edmonds Duncan Registered Investment Advisors
Kansas
$200K +$195K +1,460 New
BBHC
996
Brown Brothers Harriman & Co
New York
$196K – – –
HWP
997
Hefty Wealth Partners
Indiana
$190K +$57.3K +428 +45%
CC
998
Claybrook Capital
Massachusetts
$186K +$181K +1,356 New
CPIG
999
Chicago Partners Investment Group
Illinois
$183K +$268 +2 +0.1%
GWS
1000
Glassman Wealth Services
Virginia
$183K +$100K +750 +129%
38 39
40
41 42

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.