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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 %
CPSAC
1226
Chas P. Smith & Associates (CPS)
Florida
$299K – – –
MWM
1227
Meridian Wealth Management
Kentucky
$299K +$11.2K +87 +4%
CSWG
1228
Cardinal Strategic Wealth Guidance
Kentucky
$298K -$193K -1,495 -39%
BOTW
1229
Bank of the West
California
$298K – – –
WAOI
1230
Wealth Advisors of Iowa
Iowa
$298K +$298K +2,315 New
DSC
1231
Duncker Streett & Co
Missouri
$296K – – –
IC
1232
Investment Counsel
Michigan
$295K – – –
AWM
1233
Aries Wealth Management
Maine
$294K +$139K +1,105 +89%
AFC
1234
Adaptive Financial Consulting
Ohio
$292K +$73.4K +569 +34%
CB
1235
Cadence Bank
Mississippi
$292K +$77.1K +599 +36%
CIA
1236
Compass Ion Advisors
Pennsylvania
$291K -$7.09K -55 -2%
SXL
1237
Summit X LLC
Missouri
$288K – – –
GIP
1238
Greatmark Investment Partners
Georgia
$287K – – –
JCM
1239
Jag Capital Management
Missouri
$286K -$6.44K -50 -2%
FA
1240
FDx Advisors
Illinois
$284K -$95.1K -737 -25%
CF
1241
Centaurus Financial
California
$284K +$11.2K +87 +4%
OIA
1242
Optimum Investment Advisors
Illinois
$283K -$7.23K -56 -2%
BRA
1243
Biechele Royce Advisors
Indiana
$283K +$35.1K +272 +14%
PPCM
1244
Pillar Pacific Capital Management
California
$282K +$4.76K +37 +2%
PIG
1245
Pantheon Investment Group
California
$281K -$8.9M -70,960 -97%
PIM
1246
Provident Investment Management
Michigan
$280K – – –
SWA
1247
SFMG Wealth Advisors
Texas
$279K -$272K -2,111 -49%
QCM
1248
Quest Capital Management
Texas
$277K +$23.2K +180 +9%
IA
1249
Independence Advisors
Pennsylvania
$275K -$36.2K -281 -12%
THWM
1250
Taylor Hoffman Wealth Management
Virginia
$275K -$31.2K -242 -10%
48 49
50
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