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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 %
PA
251
Parallel Advisors
California
$13.7M +$2.01M +15,605 +17%
SFS
252
Sowell Financial Services
Arkansas
$13.6M +$10.9M +84,434 +395%
HSA
253
HBK Sorce Advisory
Pennsylvania
$13.6M +$18.6K +144 +0.1%
TCM
254
TD Capital Management
Tennessee
$13.6M +$11.4M +88,301 +518%
EPWM
255
Essex Private Wealth Management
Massachusetts
$13.6M +$396K +3,075 +3%
CCA
256
Cobblestone Capital Advisors
New York
$13.5M -$400K -3,105 -3%
JFGLC
257
Johnson Financial Group LLC (Colorado)
Colorado
$13.4M +$330K +2,561 +3%
PCFFS
258
Pacific Center for Financial Services
California
$13.2M -$288K -2,234 -2%
KPW
259
Kore Private Wealth
New York
$13.1M -$380K -2,950 -3%
BFEC
260
Benjamin F. Edwards & Company
Missouri
$12.9M -$460K -3,571 -3%
MWM
261
MorganRosel Wealth Management
Colorado
$12.8M -$384K -2,979 -3%
William Blair & Company
262
William Blair & Company
Illinois
$12.8M -$789K -6,117 -6%
CIAS
263
CBIZ Investment Advisory Services
Ohio
$12.8M -$18.8M – –
SWP
264
Strategic Wealth Partners
Ohio
$12.7M – – –
TCM
265
Telos Capital Management
California
$12.7M +$906K +7,031 +8%
QA
266
Quantitative Advantage
Minnesota
$12.5M +$1M +7,790 +9%
VFA
267
Voya Financial Advisors
Connecticut
$12.4M -$47.3K -362 -0.4%
EA
268
Elm Advisors
California
$12.2M -$378K -2,935 -3%
FFWA
269
FRG Family Wealth Advisors
Washington
$12.2M +$89.7K +696 +0.7%
SBL
270
Sargent Bickham Lagudis
Colorado
$12.2M +$1.8M +13,973 +17%
PL
271
Plancorp LLC
Missouri
$12.2M +$3.2M +24,799 +36%
MIAN
272
Mariner Independent Advisor Network
Kansas
$12M +$137K +1,089 +1%
BAM
273
Belpointe Asset Management
Nevada
$12M +$997K +7,737 +9%
WFA
274
Wade Financial Advisory
California
$11.8M -$909K -7,048 -7%
NA
275
NewEdge Advisors
Louisiana
$11.8M +$3.24M +25,154 +38%
9 10
11
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