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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 %
Cetera Investment Advisers
426
Cetera Investment Advisers
Illinois
$5.76M -$892K -6,921 -13%
RW
427
REDW Wealth
New Mexico
$5.72M +$3.45M +26,788 +153%
UR
428
USCA RIA
Texas
$5.68M +$241K +1,871 +4%
RWA
429
Ropes Wealth Advisors
Massachusetts
$5.68M +$2.76M +21,430 +95%
KCM
430
Kathmere Capital Management
Pennsylvania
$5.65M -$6.14M -47,668 -52%
B
431
Brightworth
Georgia
$5.63M -$181K -1,405 -3%
VAG
432
VisionPoint Advisory Group
Texas
$5.59M +$19.6K +152 +0.4%
BCA
433
Berman Capital Advisors
Georgia
$5.57M +$1.05M +8,128 +23%
ABC
434
Associated Banc-Corp
Wisconsin
$5.57M -$91.4K -709 -2%
SS
435
Simplicity Solutions
Minnesota
$5.54M -$1.92M -14,867 -26%
SFWA
436
Summit Financial Wealth Advisors
Louisiana
$5.51M -$57.2K -433 -1%
GA
437
GFS Advisors
Texas
$5.5M +$197K +1,530 +4%
AIC
438
Ameritas Investment Company
Nebraska
$5.5M +$1.43M +11,253 +35%
HHRDM
439
H&H Retirement Design & Management
Nevada
$5.49M +$5.49M +42,551 New
CFS
440
Cannon Financial Strategists
Georgia
$5.48M -$586K -4,543 -10%
CIAS
441
Capital Investment Advisory Services
North Carolina
$5.46M -$4.94M -38,338 -48%
VCM
442
Vivaldi Capital Management
Illinois
$5.46M -$463K -3,591 -8%
AL
443
Aspiriant LLC
California
$5.32M -$2.39M -18,541 -31%
WB
444
Webster Bank
Connecticut
$5.31M +$342K +2,654 +7%
IA
445
IFP Advisors
Florida
$5.27M -$16.9K -129 -0.3%
LFAS
446
Level Four Advisory Services
Texas
$5.27M -$782K -6,062 -13%
ML
447
McAdam LLC
Pennsylvania
$5.15M -$746K -5,788 -13%
WPW
448
Waldron Private Wealth
Pennsylvania
$5.14M -$944K -7,327 -16%
EWM
449
Empirical Wealth Management
Washington
$5.07M +$4.51K +35 +0.1%
BCMO
450
Buckingham Capital Management (Ohio)
Ohio
$5.01M -$727K -5,639 -13%
16 17
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