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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 %
LRIA
476
Leonard Rickey Investment Advisors
Washington
$4.37M +$79.4K +616 +2%
BG
477
Berry Group
Massachusetts
$4.37M -$10.3K -80 -0.2%
PTC
478
Private Trust Company
Ohio
$4.35M +$63.5K +493 +1%
EF
479
Empirical Finance
Pennsylvania
$4.32M -$3.42M -26,558 -44%
VWA
480
V Wealth Advisors
Kansas
$4.28M -$521K -4,045 -11%
FHB
481
First Hawaiian Bank
Hawaii
$4.27M +$1.06M +8,223 +33%
BCM
482
Brookstone Capital Management
Illinois
$4.27M -$2.26M -17,552 -35%
KA
483
Klingman & Associates
New York
$4.27M +$628K +4,875 +17%
CDIA
484
Capital Directions Investment Advisors
Georgia
$4.25M – – –
CWP
485
Capital Wealth Planning
Florida
$4.25M +$4.25M +32,973 New
RMDI
486
R.M. Davis Inc
Maine
$4.2M +$235K +1,824 +6%
PTC
487
Philadelphia Trust Company
Pennsylvania
$4.19M – – –
SHGA
488
Sand Hill Global Advisors
California
$4.14M -$1.33M -10,282 -24%
SPC
489
Sigma Planning Corp
Michigan
$4.14M -$517K -4,014 -11%
Deutsche Bank
490
Deutsche Bank
Germany
$4.12M -$181K -1,404 -4%
EAMA
491
EFG Asset Management (Americas)
Florida
$4.12M -$514K -3,954 -11%
PFM
492
Parsec Financial Management
North Carolina
$4.04M -$731K -5,672 -15%
AWC
493
Abundance Wealth Counselors
Pennsylvania
$4.03M +$516 +4 +0%
PBF
494
Petix & Botte Financial
California
$4.02M -$292K -2,267 -7%
RFA
495
Radnor Financial Advisors
Pennsylvania
$4M +$219K +1,702 +6%
MPWT
496
MassMutual Private Wealth & Trust
Connecticut
$3.94M -$558K -4,328 -12%
TP
497
Truvvo Partners
New York
$3.89M +$3.89M +30,140 New
SIA
498
Sovereign Investment Advisors
Arizona
$3.88M – – –
GLLW
499
Graves Light Lenhart Wealth
Virginia
$3.86M +$116K +899 +3%
FFN
500
Focus Financial Network
Minnesota
$3.83M +$303K +2,348 +9%
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