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Vanguard Total Stock Market ETF
VTI

Overview Fund Activity

1,553 hedge funds and large institutions have $49B invested in Vanguard Total Stock Market ETF in 2019 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 590 increasing their positions, 469 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
+240
Holders Change %
+18.28%
% of All Funds
30.67%
Holding in Top 10
334
Holding in Top 10 Change
+63
Holding in Top 10 Change %
+23.25%
% of All Funds
6.6%
New
296
Increased
590
Reduced
469
Closed
42
Calls
$122M
Puts
$61M
Net Calls
+$61M
Net Calls Change
-$49.3M

Top Buyers

1
NHAS
Novo Holdings A/S
Denmark
+$708M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$455M
3
IL
Investure LLC
Virginia
+$245M
4
Truist Financial
Truist Financial
North Carolina
+$234M
5
Betterment LLC
Betterment LLC
New York
+$227M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$329M
2
GEM
Global Endowment Management
North Carolina
-$107M
3
KTM
Keeler Thomas Management
Utah
-$61.8M
4
MFRM
Milliman Financial Risk Management
Illinois
-$61.2M
5
K
Kemper
Illinois
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
201
EP Wealth Advisors
California
$24.4M -$6.16M -37,678 -20%
IAA
202
Independent Advisor Alliance
North Carolina
$24.4M +$23.9M +145,884 +4,788%
NFC
203
Northeast Financial Consultants
Connecticut
$24.4M – – –
WCWM
204
Wooster Corthell Wealth Management
Connecticut
$24M -$191K -1,166 -0.8%
VM
205
VPR Management
Texas
$23.9M – – –
PFM
206
Peak Financial Management
Massachusetts
$23.4M -$408K -2,491 -2%
FCI
207
Financial Counselors Inc
Kansas
$23.4M -$333K -2,036 -1%
IC
208
Iconiq Capital
California
$23.2M +$115K +700 +0.5%
NSAM
209
North Star Asset Management
Wisconsin
$22.9M -$101K -620 -0.4%
ECG
210
EPIQ Capital Group
California
$22.8M +$22.8M +139,300 New
SWM
211
Segment Wealth Management
Texas
$22.7M +$1.87M +11,445 +9%
WA
212
WBH Advisory
Maryland
$22.6M -$430K -2,631 -2%
GPWA
213
Great Point Wealth Advisors
Massachusetts
$22.5M +$951K +5,812 +4%
BCWM
214
Bartlett & Co Wealth Management
Ohio
$22.2M +$138K +843 +0.6%
LPT
215
Legacy Private Trust
Wisconsin
$22.1M +$1.87M +11,400 +9%
GDP
216
Great Diamond Partners
Maine
$21.9M +$21.9M +134,102 New
LNWWM
217
Laird Norton Wetherby Wealth Management
California
$21.7M +$7.28M +44,489 +50%
SC
218
Savant Capital
Illinois
$21.5M +$8.91M +54,457 +71%
JCM
219
Jacobi Capital Management
Pennsylvania
$21.4M -$269K -1,642 -1%
SW
220
SVB Wealth
Massachusetts
$21.3M +$861K +5,260 +4%
RCA
221
Rowland Carmichael Advisors
Arizona
$21.3M -$1.87M -11,428 -8%
HCA
222
Heck Capital Advisors
Wisconsin
$21.2M +$8.31M +50,785 +65%
DPIM
223
Duff & Phelps Investment Management
Illinois
$21M +$1.23M +7,500 +6%
AWM
224
Aberdeen Wealth Management
Illinois
$21M +$21M +128,590 New
WCM
225
Windham Capital Management
Massachusetts
$20.8M -$11.1M -67,930 -35%
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