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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 %
TFS
551
Thoroughbred Financial Services
Tennessee
$3.11M +$159K +1,230 +5%
MWM
552
Modera Wealth Management
New Jersey
$3.11M +$1.81M +14,018 +139%
MWM
553
Merriman Wealth Management
Washington
$3.11M +$1.4M +10,879 +82%
KL
554
KWMG LLC
Kansas
$3.11M +$692K +5,365 +29%
IIM
555
Ironwood Investment Management
Massachusetts
$3.02M +$3.02M +23,460 New
LSA
556
L & S Advisors
California
$3.01M -$254K -1,967 -8%
NGA
557
Naples Global Advisors
Florida
$3.01M +$97.5K +756 +3%
HWMG
558
Hurlow Wealth Management Group
Indiana
$2.99M -$43.2K -312 -1%
FI
559
FormulaFolio Investments
Michigan
$2.95M -$3.27M -25,382 -53%
CGA
560
Crescent Grove Advisors
Illinois
$2.94M -$10.1M -78,566 -77%
DY
561
Dowling & Yahnke
California
$2.94M -$117K -906 -4%
LWCFA
562
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.93M -$352K -2,730 -11%
VWM
563
Venturi Wealth Management
Texas
$2.93M +$644 +5 +0%
PP
564
PDS Planning
Ohio
$2.91M +$550K +4,269 +23%
LWS
565
Lucia Wealth Services
California
$2.89M +$26.4K +205 +0.9%
APW
566
Acima Private Wealth
Virginia
$2.89M +$466K +3,615 +19%
CST
567
Charles Schwab Trust
Nevada
$2.89M +$2.89M +22,399 New
MAS
568
Madden Advisory Services
Florida
$2.88M +$2.88M +22,352 New
MFT
569
Moisand Fitzgerald Tamayo
Florida
$2.88M -$19.5K -151 -0.7%
FEG
570
Fund Evaluation Group
Ohio
$2.87M -$897K -6,961 -24%
B
571
Barings
North Carolina
$2.86M – – –
FNBT
572
FineMark National Bank & Trust
Florida
$2.86M +$1.97M +15,250 +221%
HP
573
HT Partners
Connecticut
$2.85M +$2.14M +16,618 +303%
CTA
574
Chesley Taft & Associates
Illinois
$2.81M +$81.7K +634 +3%
SAM
575
SignalPoint Asset Management
Missouri
$2.81M +$202K +1,570 +8%
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23
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