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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 %
MWM
101
Mission Wealth Management
California
$57.2M -$4.71M -36,509 -8%
CPO
102
Cerity Partners OCIO
New York
$57.1M +$2.55M +19,766 +5%
C
103
Cliffwater
California
$55.6M -$624K -4,841 -1%
AAS
104
Annex Advisory Services
Wisconsin
$54.7M -$4.2M -32,565 -7%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$53.9M +$1.22M +9,463 +2%
PP
106
PrairieView Partners
Minnesota
$53.4M -$1.26M -9,753 -2%
CG
107
Caprock Group
Idaho
$52.3M +$3.49M +27,034 +7%
MG
108
McCutchen Group
Washington
$52.2M +$17.5M +136,027 +51%
AA
109
ALPS Advisors
Colorado
$51.8M +$10.9M +84,398 +27%
LC
110
Lindbrook Capital
California
$51.5M -$111K -858 -0.2%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$50.4M -$1.92M -14,928 -4%
BAAM
112
Baker Avenue Asset Management
California
$49.5M -$26.3M -203,999 -35%
FWP
113
FAS Wealth Partners
Kansas
$48.4M +$12.4M +96,326 +35%
AWE
114
Avidian Wealth Enterprises
Texas
$47.9M -$12.8M -99,538 -21%
LC
115
Landaas & Company
Wisconsin
$47.6M -$79.3K -559 -0.2%
Stifel Financial
116
Stifel Financial
Missouri
$47.2M +$2.63M +20,408 +6%
B
117
Bailard
California
$46.9M +$887K +6,884 +2%
AT
118
Arden Trust
Delaware
$46.7M -$19.2M -149,075 -29%
Mariner
119
Mariner
Kansas
$46.7M +$3.98M +30,862 +9%
DPI
120
Diversified Portfolios Inc
Michigan
$46.2M -$410K -3,178 -0.9%
TA
121
Trellis Advisors
Washington
$45.7M -$1.13M -8,786 -2%
CWM
122
Circle Wealth Management
New Jersey
$45.2M -$17.4M -135,293 -28%
ZF
123
Zhang Financial
Michigan
$43.8M +$3.01M +23,244 +7%
UCFA
124
United Capital Financial Advisors
Texas
$43.7M -$2.78M -21,576 -6%
KIA
125
KCM Investment Advisors
California
$42.6M +$21.7M +168,605 +104%
3 4
5
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