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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 %
CWC
401
Carolinas Wealth Consulting
North Carolina
$6.51M +$2.29M +17,753 +54%
BL
402
BFSG LLC
California
$6.5M -$4.09M -31,735 -39%
IAIM
403
International Assets Investment Management
Florida
$6.47M +$6.47M +53,361 New
AMG
404
Asset Management Group
Connecticut
$6.4M +$27.8K +216 +0.4%
Mercer Global Advisors
405
Mercer Global Advisors
Colorado
$6.37M +$1.62M +12,555 +34%
BPB
406
Badgley, Phelps & Bell
Washington
$6.33M +$506K +3,926 +9%
BPA
407
Beacon Pointe Advisors
California
$6.32M +$4.21M +32,715 +200%
PWMAG
408
Pinnacle Wealth Management Advisory Group
New Jersey
$6.32M +$2.51M +19,451 +66%
WWM
409
Western Wealth Management
Colorado
$6.27M -$2.67M -20,655 -30%
Kovitz Investment Group Partners
410
Kovitz Investment Group Partners
Illinois
$6.2M +$1.74M +13,514 +39%
CT
411
Coastline Trust
Rhode Island
$6.2M +$39.3K +305 +0.6%
SFM
412
Signet Financial Management
New Jersey
$6.2M -$498K -3,450 -7%
FCM
413
Firestone Capital Management
Florida
$6.07M +$112K +868 +2%
AWS
414
AJ Wealth Strategies
New York
$6.05M +$4.44M +34,463 +277%
BAM
415
Baldrige Asset Management
Pennsylvania
$6.03M +$1.72M +13,319 +40%
MIM
416
Morningstar Investment Management
Illinois
$6.03M +$6.03M +46,745 New
Lido Advisors
417
Lido Advisors
California
$5.99M -$773K -5,999 -11%
WA
418
Waverly Advisors
Alabama
$5.99M +$3.21M +24,921 +116%
Chevy Chase Trust
419
Chevy Chase Trust
Maryland
$5.95M +$32.9K +255 +0.6%
BOS
420
Bingham Osborn & Scarborough
California
$5.92M -$58.5K -454 -1%
CIC
421
Carnegie Investment Counsel
Ohio
$5.91M -$237K -1,840 -4%
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.83M +$503K +3,904 +9%
WIP
423
Wellesley Investment Partners
Massachusetts
$5.8M -$782K -6,067 -12%
OC
424
Oppenheimer & Co
New York
$5.79M +$978K +7,584 +20%
NFG
425
Next Financial Group
Texas
$5.79M -$1.66M -12,897 -22%
15 16
17
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