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Vanguard Total Stock Market ETF

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: 208240 (+32)

15% more funds holding

Funds holding: 9411,083 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$2.29B +$790M +5,901,701 +55%
MFRM
2
Milliman Financial Risk Management
Illinois
$2.1B
LPL Financial
3
LPL Financial
California
$1.77B +$108M +809,375 +7%
Bank of America
4
Bank of America
North Carolina
$1.44B +$50.5M +377,241 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.42B +$3.36M +25,094 +0.2%
W
6
Wealthfront
California
$1.11B +$123M +915,384 +13%
Morgan Stanley
7
Morgan Stanley
New York
$960M -$177M -1,325,180 -16%
UBS Group
8
UBS Group
Switzerland
$957M -$2.25M -16,819 -0.2%
Wells Fargo
9
Wells Fargo
California
$869M +$197M +1,468,917 +30%
WIM
10
Windhaven Investment Management
Massachusetts
$518M -$152M -1,135,215 -23%
Northern Trust
11
Northern Trust
Illinois
$502M -$388K -2,896 -0.1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$481M +$47.3M +353,317 +11%
HB
13
Homrich & Berg
Georgia
$444M +$32.1M +239,995 +8%
BP
14
Ballentine Partners
Massachusetts
$444M -$11M -82,563 -2%
AF
15
Allworth Financial
California
$431M +$9.11M +68,045 +2%
US Bancorp
16
US Bancorp
Minnesota
$410M +$32.7M +244,261 +9%
PS
17
Portfolio Solutions
Michigan
$397M -$8.22M -61,415 -2%
WCM
18
Wealthcare Capital Management
Virginia
$396M -$38.4M -286,689 -9%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$390M +$1.81M +13,535 +0.5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$361M +$44.4M +331,429 +14%
MIS
21
Morningstar Investment Services
Illinois
$360M +$44.7M +333,930 +15%
TI
22
Truepoint Inc
Ohio
$359M +$474K +3,541 +0.1%
Citigroup
23
Citigroup
New York
$328M -$2.79M -20,883 -0.9%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$302M +$7.15M +53,406 +2%
SE
25
Summit Equities
New Jersey
$284M +$5.38M +40,169 +2%

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.