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Vanguard Total Stock Market ETF
VTI

Overview Fund Activity

1,497 hedge funds and large institutions have $40.1B invested in Vanguard Total Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 623 increasing their positions, 592 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,497
Holders Change
-56
Holders Change %
-3.61%
% of All Funds
33.07%
Holding in Top 10
320
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-4.19%
% of All Funds
7.07%
New
111
Increased
623
Reduced
592
Closed
147
Calls
$711M
Puts
$124M
Net Calls
+$587M
Net Calls Change
+$526M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$894M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$641M
3
AF
Allworth Financial
California
+$560M
4
Charles Schwab
Charles Schwab
California
+$276M
5
Morgan Stanley
Morgan Stanley
New York
+$220M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$704M
2
Betterment LLC
Betterment LLC
New York
-$559M
3
CSIA
Charles Schwab Investment Advisory
California
-$213M
4
S
Schroders
United Kingdom
-$182M
5
Wealthfront Advisers
Wealthfront Advisers
California
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
Flagship Harbor Advisors
Massachusetts
$16.8M +$969K +7,516 +6%
DPIM
227
Duff & Phelps Investment Management
Illinois
$16.7M +$116K +900 +0.7%
BC
228
Bartlett & Co
Ohio
$16.7M +$16.7M +129,227 New
BCWM
229
Bartlett & Co Wealth Management
Ohio
$16.7M -$793K -6,151 -5%
JCM
230
Jacobi Capital Management
Pennsylvania
$16.4M -$473K -3,670 -3%
WRTC
231
Wind River Trust Company
Wyoming
$16.3M – – –
AAS
232
Avantax Advisory Services
Texas
$16.2M +$1.02M +7,923 +7%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$15.9M – – –
WF
234
WoodTrust Financial
Wisconsin
$15.7M +$12.4M +95,828 +364%
AWM
235
AllSquare Wealth Management
New York
$15.6M -$309K -2,394 -2%
NSIM
236
North Star Investment Management
Illinois
$15.4M -$785K -6,088 -5%
SCM
237
Smith Capital Management
Arkansas
$15M -$460K -3,569 -3%
SJL
238
Shayne & Jacobs LLC
Tennessee
$15M -$112K -871 -0.7%
VFA
239
Valeo Financial Advisors
Indiana
$14.9M +$787K +5,651 +6%
SWP
240
Stratos Wealth Partners
Ohio
$14.7M -$9.48M -73,523 -39%
AssetMark Inc
241
AssetMark Inc
California
$14.7M +$7.35M +57,000 +100%
NC
242
NewSquare Capital
Pennsylvania
$14.5M +$3.59M +27,841 +33%
CA
243
Cambridge Associates
Massachusetts
$14.5M -$322K -2,434 -2%
FT
244
Fiduciary Trust
Massachusetts
$14.4M +$4.74M +36,800 +49%
BF
245
BOK Financial
Oklahoma
$14.2M -$866K -6,721 -6%
WCM
246
Washington Capital Management
Washington
$14.2M +$1.63M +12,637 +13%
IC
247
IEQ Capital
California
$14.2M +$9.81M +76,136 +226%
BF
248
Blankinship & Foster
California
$14M +$5.02M +38,913 +56%
AWM
249
Altus Wealth Management
Kentucky
$13.9M +$208K +1,616 +2%
BSWM
250
Boston Standard Wealth Management
Massachusetts
$13.8M +$365K +2,966 +3%
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