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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 %
IPC
551
Independent Portfolio Consultants
Florida
$494K -$34.5K -310 -7%
AA
552
Apriem Advisors
California
$492K +$12.6K +113 +3%
OC
553
Oakworth Capital
Alabama
$492K +$221K +1,980 +81%
BA
554
BKS Advisors
Michigan
$489K +$7.58K +68 +2%
SEI Investments
555
SEI Investments
Pennsylvania
$482K -$1.2M -10,770 -71%
AP
556
Atwood & Palmer
Missouri
$480K – – –
Two Sigma Investments
557
Two Sigma Investments
New York
$479K +$479K +4,300 New
BUB
558
BBVA USA Bancshares
Texas
$473K -$3.56K -32 -0.7%
RFA
559
Reilly Financial Advisors
California
$465K +$24.7K +222 +6%
RPGK
560
Retirement Planning Group (Kansas)
Kansas
$462K -$65.4K -588 -12%
MBT
561
Montecito Bank & Trust
California
$460K – – –
AA
562
Alesco Advisors
New York
$460K +$9.02K +81 +2%
WPW
563
Waldron Private Wealth
Pennsylvania
$460K +$9.45K +85 +2%
BC
564
Burney Company
Virginia
$460K +$215K +1,929 +88%
AWA
565
Arete Wealth Advisors
Illinois
$458K +$458K +4,114 New
TCM
566
TD Capital Management
Tennessee
$456K +$81.7K +733 +22%
ATC
567
Adirondack Trust Company
New York
$453K -$27.9K -250 -6%
TW
568
Transform Wealth
Colorado
$449K – – –
AAM
569
American Asset Management
Florida
$448K +$87.8K +789 +24%
WIC
570
Woodmont Investment Counsel
Tennessee
$447K -$8.34K -75 -2%
JFA
571
JNBA Financial Advisors
Minnesota
$434K -$9.41M -84,532 -96%
S
572
SignatureFD
Georgia
$434K +$10K +90 +2%
MCM
573
Manchester Capital Management
Vermont
$434K +$92.4K +830 +27%
CSIC
574
Clifford Swan Investment Counsel
California
$433K – – –
SFSG
575
Stearns Financial Services Group
North Carolina
$426K -$366K -3,283 -46%
21 22
23
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