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Vanguard Total Stock Market ETF
VTI

Overview Fund Activity

1,105 hedge funds and large institutions have $32.6B invested in Vanguard Total Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 481 increasing their positions, 375 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,105
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
25.33%
Holding in Top 10
229
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
5.25%
New
59
Increased
481
Reduced
375
Closed
50
Calls
$90.3M
Puts
$51.8M
Net Calls
+$38.5M
Net Calls Change
+$23.2M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$508M
2
TI
Truepoint Inc
Ohio
+$323M
3
CWM
Cornerstone Wealth Management
Missouri
+$150M
4
Betterment LLC
Betterment LLC
New York
+$142M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$111M

Top Sellers

1
AF
Allworth Financial
California
-$339M
2
Goldman Sachs
Goldman Sachs
New York
-$191M
3
ZB
Zions Bancorporation
Utah
-$57.7M
4
MB
Mizuho Bank
Japan
-$51.6M
5
Jane Street
Jane Street
New York
-$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
51
Opus Investment Management
Massachusetts
$113M – – –
AF
52
Allworth Financial
California
$113M -$339M -2,416,441 -75%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$111M -$2.23M -15,903 -2%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$108M – – –
WP
55
WMS Partners
Maryland
$107M -$19.2K -137 -0%
DILIC
56
Dai-ichi Life Insurance Company
Japan
$105M – – –
Bank of New York Mellon
57
Bank of New York Mellon
New York
$103M +$22.4M +159,173 +28%
ST
58
Sageworth Trust
Pennsylvania
$102M +$4.43M +31,570 +5%
CCM
59
Carlson Capital Management
Minnesota
$97.8M +$1.75M +12,481 +2%
TWM
60
Tanglewood Wealth Management
Texas
$93.8M +$13.1M +93,487 +16%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$87.9M +$3.99M +28,400 +5%
SFA
62
Sequoia Financial Advisors
Ohio
$87.6M +$1.11M +7,915 +1%
UCFA
63
United Capital Financial Advisors
Texas
$83.9M +$8.24M +58,692 +11%
EFS
64
Edelman Financial Services
Virginia
$83.6M -$127K -906 -0.2%
F
65
Filament
Washington
$82.9M +$3.6M +25,664 +5%
SHWM
66
Smith & Howard Wealth Management
Georgia
$82.6M -$5.49M -39,065 -6%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$81.4M +$21.3M +151,859 +36%
BTS
68
BB&T Securities
Virginia
$80.9M +$6.89M +49,033 +9%
CFA
69
Capstone Financial Advisors
Illinois
$78.5M +$12.7M +90,760 +19%
PAG
70
Private Advisor Group
New Jersey
$78.5M -$19M -134,730 -19%
AAS
71
Annex Advisory Services
Wisconsin
$78M -$1.6M -11,425 -2%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$76.5M +$651K +4,638 +0.9%
A
73
AdvicePeriod
California
$71.6M +$24.5M +174,552 +52%
VFP
74
Verus Financial Partners
Virginia
$68M +$1.76M +12,507 +3%
B
75
Bailard
California
$67.5M +$432K +3,076 +0.6%
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3
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