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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 %
AIC
1401
Archer Investment Corporation
Indiana
$77K – – –
LB
1402
Legacy Bridge
Iowa
$77K +$77K +600 New
QCMNJ
1403
Quantum Capital Management (New Jersey)
New Jersey
$71K -$13K -100 -15%
TVWM
1404
Tower View Wealth Management
Wisconsin
$71K -$6.08K -47 -8%
SMFS
1405
Squar Milner Financial Services
California
$71K – – –
BCA
1406
Bray Capital Advisors
Florida
$71K +$6.23K +48 +10%
RMC
1407
Resources Management Corp
Connecticut
$71K +$10.2K +79 +17%
BCM
1408
Bourgeon Capital Management
Connecticut
$68K – – –
FCA
1409
FinTrust Capital Advisors
South Carolina
$65K -$1.3K -10 -2%
AIS
1410
Accurate Investment Solutions
Pennsylvania
$64K +$32.5K +252 +103%
SIS
1411
Sound Income Strategies
Florida
$61K +$31.9K +247 +109%
CFD
1412
Creative Financial Designs
Indiana
$61K +$49.1K +380 +413%
OSAM
1413
O'Shaughnessy Asset Management
Connecticut
$59K -$1.41K -11 -2%
M
1414
MOTCO
Texas
$58K – – –
FMP
1415
Financial Management Professionals
Texas
$57K -$3.59K -28 -6%
AFIA
1416
America First Investment Advisors
Nebraska
$57K – – –
EIP
1417
Ellis Investment Partners
Pennsylvania
$57K +$245 +2 +0.4%
BAM
1418
Barrett Asset Management
New York
$55K – – –
CAN
1419
Claraphi Advisory Network
United States
$55K +$55K +425 New
SFG
1420
Sowa Financial Group
Rhode Island
$54K – – –
IWMA
1421
Ironwood Wealth Management (Arizona)
Arizona
$51K – – –
MPCG
1422
Matrix Private Capital Group
New York
$51K +$13.7K +106 +37%
GFPC
1423
Global Financial Private Client
Florida
$50.7K – – –
BHWM
1424
Bay Harbor Wealth Management
Maryland
$50K +$771 +6 +2%
BWP
1425
Baldwin Wealth Partners
Massachusetts
$45K – – –
55 56
57
58 59