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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
GS
1101
Girard Securities
California
– -$495K -3,838 Closed
NCM
1102
New Capital Management
Texas
– -$485K -3,744 Closed
EB
1103
Eastern Bank
Massachusetts
– -$480K -3,705 Closed
GBBWRPM
1104
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$403K -3,115 Closed
WA
1105
WESPAC Advisors
California
– -$388K -2,992 Closed
CYG
1106
Clean Yield Group
Vermont
– -$381K -2,939 Closed
IAA
1107
Ironsides Asset Advisors
North Carolina
– -$356K -2,750 Closed
SCM
1108
Sterneck Capital Management
Missouri
– -$342K -2,641 Closed
NCM
1109
Narwhal Capital Management
Georgia
– -$304K -2,350 Closed
SS
1110
Sunbelt Securities
Texas
– -$270K -2,081 Closed
GAM
1111
Griffin Asset Management
New York
– -$259K -1,998 Closed
UWPG
1112
Ullmann Wealth Partners Group
Florida
– -$216K -1,947 Closed
AW
1113
ACG Wealth
Georgia
– -$220K -1,696 Closed
NIM
1114
Northeast Investment Management
Massachusetts
– -$205K -1,582 Closed
MBT
1115
Montecito Bank & Trust
California
– -$204K -1,575 Closed
SAS
1116
Stelac Advisory Services
New York
– -$186K -1,438 Closed
HFM
1117
Hartford Financial Management
Connecticut
– -$180K -1,395 Closed
NIC
1118
Northwest Investment Counselors
Oregon
– -$162K -1,249 Closed
BONST
1119
Bank of Nova Scotia Trust
Ontario, Canada
– -$155K -1,200 Closed
Financial Engines Advisors
1120
Financial Engines Advisors
California
– -$118K -912 Closed
BIMC
1121
Benson Investment Management Company
Virginia
– -$91K -700 Closed
FA
1122
Financial Advantage
Maryland
– -$91K -700 Closed
M
1123
MOTCO
Texas
– -$58K -450 Closed
HCA
1124
Horan Capital Advisors
Ohio
– -$34K -262 Closed
BCMIO
1125
Beacon Capital Management Inc (Ohio)
Ohio
– -$23K -177 Closed
42 43 44
45
46

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.