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Vanguard Total Stock Market ETF
VTI

Overview Fund Activity

768 hedge funds and large institutions have $18.6B invested in Vanguard Total Stock Market ETF in 2016 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 331 increasing their positions, 252 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+26
Holders Change %
+3.5%
% of All Funds
20.52%
Holding in Top 10
161
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+6.62%
% of All Funds
4.3%
New
66
Increased
331
Reduced
252
Closed
31
Calls
$60.2M
Puts
$27.5M
Net Calls
+$32.8M
Net Calls Change
-$13.5M

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$225M
2
Wells Fargo
Wells Fargo
California
+$121M
3
AT
Arden Trust
Delaware
+$112M
4
Betterment LLC
Betterment LLC
New York
+$108M
5
Bank of America
Bank of America
North Carolina
+$103M

Top Sellers

1
BIAS
Beacon Investment Advisory Services
New Jersey
-$3.35B
2
LPL Financial
LPL Financial
California
-$930M
3
AUIM
Aegon USA Investment Management
Iowa
-$216M
4
WCM
Windham Capital Management
Massachusetts
-$103M
5
AssetMark Inc
AssetMark Inc
California
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
401
Bernzott Capital Advisors
California
$1.43M +$127K +1,140 +10%
CPA
402
Capital Planning Advisors
California
$1.42M -$91.9K -825 -6%
CCM
403
Coe Capital Management
Illinois
$1.41M +$171K +1,535 +14%
AC
404
Alexandria Capital
Virginia
$1.4M -$154K -1,384 -10%
EHPM
405
Emery Howard Portfolio Management
California
$1.4M -$11K -99 -0.8%
BRM
406
Boston Research & Management
Massachusetts
$1.38M +$77.9K +700 +6%
EFS
407
Essex Financial Services
Connecticut
$1.37M -$43.2K -388 -3%
MWM
408
Modera Wealth Management
New Jersey
$1.36M -$99.3K -892 -7%
JWBC
409
J.W. Burns & Co
New York
$1.35M -$7.8K -70 -0.6%
SCA
410
Stillwater Capital Advisors
Pennsylvania
$1.35M – – –
WA
411
Winfield Associates
Ohio
$1.35M -$6.34K -57 -0.5%
KAM
412
Keeley Asset Management
Illinois
$1.34M -$15.9K -143 -1%
MCM
413
MAI Capital Management
Ohio
$1.34M +$223 +2 +0%
BFM
414
Boston Financial Management
Massachusetts
$1.33M +$549K +4,936 +71%
SCM
415
Shelton Capital Management
Colorado
$1.31M +$51.5K +463 +4%
BCM
416
Boltwood Capital Management
California
$1.31M -$111 -1 -0%
OIM
417
Orca Investment Management
Oregon
$1.31M – – –
IWA
418
IBEX Wealth Advisors
New Jersey
$1.31M +$1.31M +11,714 New
WI
419
Wintrust Investments
Illinois
$1.3M -$597K -5,360 -31%
PMFA
420
Plante Moran Financial Advisors
Michigan
$1.28M -$17.2K -154 -1%
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$1.28M – – –
CWA
422
Cypress Wealth Advisors
California
$1.27M -$150K -1,345 -11%
PAS
423
Professional Advisory Services
Florida
$1.25M – – –
CAS
424
Cue Advisory Services
Arizona
$1.25M +$30K +269 +2%
UR
425
USCA RIA
Texas
$1.24M -$320K -2,871 -21%
15 16
17
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