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Vanguard Total Stock Market ETF
VTI

Overview Fund Activity

648 hedge funds and large institutions have $18.6B invested in Vanguard Total Stock Market ETF in 2015 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 268 increasing their positions, 217 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+18
Holders Change %
+2.86%
% of All Funds
17.48%
Holding in Top 10
140
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.06%
% of All Funds
3.78%
New
55
Increased
268
Reduced
217
Closed
27
Calls
$19.3M
Puts
$8.2M
Net Calls
+$11.1M
Net Calls Change
-$24.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.07B
2
AUIM
Aegon USA Investment Management
Iowa
$3.22B
3
AssetMark Inc
AssetMark Inc
California
$135M
4
Betterment LLC
Betterment LLC
New York
$306M
5
Vanguard Group
Vanguard Group
Pennsylvania
$663M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$675M
2
LPL Financial
LPL Financial
California
$803M
3
CWA
Convergent Wealth Advisors
Maryland
$50.3M
4
BC
Brinker Capital
Pennsylvania
$0
5
OC
Oppenheimer & Co
New York
$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$54M +$5.68M +53,179 +12%
AAS
52
Annex Advisory Services
Wisconsin
$53.9M +$3.64M +34,041 +7%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$53.3M -$22.7M -212,327 -30%
CLA
54
Cranberry Lake Advisors
Texas
$53M – – –
EFS
55
Edelman Financial Services
Virginia
$52.3M +$687K +6,416 +1%
CWA
56
Convergent Wealth Advisors
Maryland
$50.3M -$50.8M -474,428 -50%
CCM
57
Carlson Capital Management
Minnesota
$48.9M +$4.71M +44,032 +11%
BOH
58
Bank of Hawaii
Hawaii
$46.2M +$4.85M +45,329 +12%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$45.5M -$11.8M -110,049 -21%
B
60
Bailard
California
$45M +$1.51M +14,120 +3%
DPI
61
Diversified Portfolios Inc
Michigan
$43.8M +$1.1M +10,233 +3%
FNBTCON
62
First National Bank & Trust Co of Newtown
Pennsylvania
$41.2M +$26.8K +250 +0.1%
Brown Advisory
63
Brown Advisory
Maryland
$40.4M +$4.07M +38,060 +11%
ZB
64
Zions Bancorporation
Utah
$39.7M +$3.33M +31,071 +9%
CPO
65
Cerity Partners OCIO
New York
$38.8M +$2.78M +25,967 +8%
LW
66
Linscomb Wealth
Texas
$38.8M +$93.8K +876 +0.2%
FI
67
FormulaFolio Investments
Michigan
$38.5M +$20.9M +194,841 +118%
Stifel Financial
68
Stifel Financial
Missouri
$37.6M +$26.3M +245,391 +232%
BIAS
69
Beacon Investment Advisory Services
New Jersey
$36.8M +$36.8M +344,313 New
William Blair & Company
70
William Blair & Company
Illinois
$36.7M +$26.1M +244,085 +248%
RA
71
RFG Advisory
Alabama
$36.5M +$8.33M +77,818 +30%
CFA
72
Capstone Financial Advisors
Illinois
$34.8M +$88.4K +826 +0.3%
RFC
73
Regions Financial Corp
Alabama
$33.7M -$1.43M -13,318 -4%
SB
74
Suntrust Banks
Georgia
$33.5M +$849K +7,932 +3%
AIG
75
American International Group
New York
$33.4M +$5.83M +54,506 +21%
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