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Vanguard Total Stock Market ETF
VTI

Overview Fund Activity

649 hedge funds and large institutions have $13.3B invested in Vanguard Total Stock Market ETF in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 310 increasing their positions, 188 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
18.14%
Holding in Top 10
131
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.43%
% of All Funds
3.66%
New
49
Increased
310
Reduced
188
Closed
43
Calls
$15.6M
Puts
$19.4M
Net Calls
-$3.82M
Net Calls Change
-$14.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$659M
2
Northern Trust
Northern Trust
Illinois
$129M
3
Betterment LLC
Betterment LLC
New York
$320M
4
MIS
Morningstar Investment Services
Illinois
$191M
5
WP
WMS Partners
Maryland
$47.2M

Top Sellers

1
AUIM
Aegon USA Investment Management
Iowa
$251M
2
Bank of America
Bank of America
North Carolina
$1B
3
WCM
Windham Capital Management
Massachusetts
$109M
4
AssetMark Inc
AssetMark Inc
California
$118K
5
RMPT
Raytheon Master Pension Trust
Massachusetts
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
26
Windham Capital Management
Massachusetts
$109M -$135M -1,366,987 -55%
AEPG
27
American Economic Planning Group
New Jersey
$108M +$150K +1,520 +0.1%
AI
28
Atria Investments
North Carolina
$106M +$611K +6,189 +0.6%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$99.4M -$3.58M -36,219 -3%
OIM
30
Opus Investment Management
Massachusetts
$98.3M +$4.44M +45,000 +5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$97.7M -$51M -516,735 -34%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$91M +$493K +4,989 +0.5%
FBFS
33
First Business Financial Services
Wisconsin
$86.3M -$9.71M -98,378 -10%
SHWM
34
Smith & Howard Wealth Management
Georgia
$80M +$7.1M +71,941 +10%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$78.7M +$1.91M +19,350 +2%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$78.6M +$15.9M +160,689 +25%
Goldman Sachs
37
Goldman Sachs
New York
$76.9M +$933K +9,452 +1%
K
38
Kemper
Illinois
$73.7M -$8.24M -83,500 -10%
RMC
39
Regis Management Company
California
$71.1M +$5.98M +60,600 +9%
PAG
40
Private Advisor Group
New Jersey
$69.6M -$15.1M -152,883 -18%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$63.2M -$12.3M -124,249 -16%
VCP
42
Vista Capital Partners
Oregon
$60.2M +$3.66M +37,068 +6%
Ameriprise
43
Ameriprise
Minnesota
$57.3M +$7.52M +76,264 +15%
LNC
44
Lincoln National Corp
Pennsylvania
$55.4M +$1.84M +18,635 +3%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$54.8M – – –
CWA
46
Convergent Wealth Advisors
Maryland
$53.5M +$7.08M +71,753 +15%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$53.2M -$3.53M -35,738 -6%
AAS
48
Annex Advisory Services
Wisconsin
$52.3M +$2.59M +26,256 +5%
Brown Advisory
49
Brown Advisory
Maryland
$52.1M +$14.8M +150,252 +40%
F
50
Filament
Washington
$51.7M -$853K -8,637 -2%
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