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Vanguard Total Stock Market ETF
VTI

Overview Fund Activity

742 hedge funds and large institutions have $18.1B invested in Vanguard Total Stock Market ETF in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 313 increasing their positions, 255 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
19.83%
Holding in Top 10
151
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.04%
New
61
Increased
313
Reduced
255
Closed
36
Calls
$58.8M
Puts
$12.5M
Net Calls
+$46.3M
Net Calls Change
+$13.7M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$842M
2
Betterment LLC
2
Betterment LLC
New York
$578M
3
AssetMark Inc
3
AssetMark Inc
California
$80.5M
4
KWILP
4
Kiwi Wealth Investments Limited Partnership
New Zealand
$136M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$158M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$930M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$1.46B
3
AUIM
3
Aegon USA Investment Management
Iowa
$216M
4
SMM
4
Stadion Money Management
Georgia
$0
5
Bank of America
5
Bank of America
North Carolina
$819M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
76
Regions Financial Corp
Alabama
$36.6M +$755K +7,050 +2%
BSWM
77
Boston Standard Wealth Management
Massachusetts
$36.4M +$3.26M +30,438 +10%
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$36.1M -$5.91M -55,134 -14%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$35.6M -$628K -5,863 -2%
CFA
80
Capstone Financial Advisors
Illinois
$34.2M -$34.1M – –
ZF
81
Zhang Financial
Michigan
$33.9M +$88.7K +828 +0.3%
IA
82
IFP Advisors
Florida
$33.7M +$27.7M +258,260 +462%
BIAS
83
Beacon Investment Advisory Services
New Jersey
$32.6M +$32.3M +30,128,340 +9,906%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$32.2M +$1.53M +14,320 +5%
BJL
85
Brighton Jones LLC
Washington
$32.1M -$45.3K -423 -0.1%
V
86
Veritable
Delaware
$31.8M +$332K +3,101 +1%
TWM
87
Tanglewood Wealth Management
Texas
$31.5M -$8.7M -81,215 -22%
OBWP
88
O'Brien Wealth Partners
Massachusetts
$30.3M +$3.71M +34,601 +14%
ZB
89
Zions Bancorporation
Utah
$30.1M +$495K +4,556 +2%
HighTower Advisors
90
HighTower Advisors
Illinois
$29.7M +$1.1M +10,275 +4%
JFG
91
JMG Financial Group
Illinois
$29.7M +$5.01M +46,739 +20%
RJA
92
Raymond James & Associates
Florida
$27.2M +$533K +4,973 +2%
PFM
93
Peak Financial Management
Massachusetts
$26.5M +$26.5M +247,367 New
KIM
94
Karpus Investment Management
New York
$25.5M +$2.56M +23,906 +11%
RBC
95
Roble Belko & Company
Pennsylvania
$25.1M +$547K +5,108 +2%
SWP
96
Stratos Wealth Partners
Ohio
$25M -$6.81M -63,513 -21%
BAAM
97
Baker Avenue Asset Management
California
$25M -$3.46M -32,300 -12%
JIP
98
Jaffetilchin Investment Partners
Florida
$24.9M -$319K -2,978 -1%
MSWM
99
Mader & Shannon Wealth Management
Missouri
$24.1M +$24.1M +224,924 New
JPMPWA
100
J.P. Morgan Private Wealth Advisors
California
$23.8M -$5.29M -49,394 -18%
2 3
4
5 6