VTI icon

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 %
RFC
126
Regions Financial Corp
Alabama
$42M +$392K +3,044 +0.9%
CPC
127
Consolidated Planning Corp
Georgia
$42M +$714K +5,538 +2%
LSAG
128
Lake Street Advisors Group
New Hampshire
$41.6M +$1.28M +9,894 +3%
BSW
129
Buckingham Strategic Wealth
Missouri
$39.8M +$10.9M +84,310 +38%
OFG
130
Oxford Financial Group
Indiana
$39.8M +$8.76M +67,944 +28%
HR
131
Hardy Reed
Mississippi
$39.4M +$10M +77,661 +34%
LNWWM
132
Laird Norton Wetherby Wealth Management
California
$39.4M +$22.3M +172,698 +130%
BJL
133
Brighton Jones LLC
Washington
$39.4M +$681K +5,284 +2%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$38.9M -$1.81M -14,696 -4%
LW
135
Linscomb Wealth
Texas
$38.8M -$409K -3,175 -1%
KIM
136
Karpus Investment Management
New York
$38.7M -$13.9M -107,548 -26%
RBC
137
Roble Belko & Company
Pennsylvania
$38.6M +$630K +4,888 +2%
CWM
138
Cedar Wealth Management
California
$38.3M +$366K +2,836 +1%
WFA
139
Wellspring Financial Advisors
Ohio
$37.7M +$37.7M +292,168 New
SA
140
Sunesis Advisors
Kansas
$36.8M +$818K +6,344 +2%
V
141
Veritable
Delaware
$35.3M -$14.2M -110,082 -29%
VM
142
VPR Management
Texas
$35.3M +$16.4M +127,500 +87%
MML Investors Services
143
MML Investors Services
Massachusetts
$35.2M +$1.92M +14,920 +6%
OBWP
144
O'Brien Wealth Partners
Massachusetts
$34.7M +$12.6M +100,303 +57%
PP
145
PagnatoKarp Partners
Virginia
$34.4M -$2.81M -21,774 -8%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$34.3M -$6.23M -48,327 -15%
SHWM
147
Smith & Howard Wealth Management
Georgia
$33.9M -$25M -194,227 -42%
CTC
148
Chai Trust Company
Illinois
$33.8M +$4.07M +31,569 +14%
TC
149
Trilogy Capital
California
$32.8M -$2.63M -18,250 -7%
BEAM
150
Baker Ellis Asset Management
Washington
$32M +$746K +5,785 +2%
4 5
6
7 8