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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 %
FFG
201
Ford Financial Group
California
$20.2M -$65.7K -510 -0.3%
AIM
202
Allen Investment Management
New York
$20.2M +$607K +4,712 +3%
AC
203
Apella Capital
Connecticut
$19.7M +$19.7M +152,953 New
WAG
204
Winthrop Advisory Group
Massachusetts
$19.6M +$18.9M +146,240 +2,506%
NSAM
205
North Star Asset Management
Wisconsin
$19.5M +$1.4M +10,880 +8%
OFW
206
Omnia Family Wealth
Florida
$19.2M -$18.2M -141,552 -49%
NFC
207
Northeast Financial Consultants
Connecticut
$19.1M -$108K -840 -0.6%
GPWA
208
Great Point Wealth Advisors
Massachusetts
$18.6M +$918K +7,120 +5%
GDP
209
Great Diamond Partners
Maine
$18.5M +$1.2M +9,326 +7%
K
210
Kemper
Illinois
$18.4M – – –
PA
211
Pinnacle Associates
New York
$18.4M +$12.1M +94,243 +194%
IC
212
Iconiq Capital
California
$18.3M +$68.5K +531 +0.4%
VIP
213
Viewpoint Investment Partners
Alberta, Canada
$18.3M +$2.51M +19,469 +16%
RPWA
214
Regent Peak Wealth Advisors
Georgia
$18.3M +$2.22M +17,239 +14%
FCI
215
Financial Counselors Inc
Kansas
$18.1M -$339K -2,630 -2%
ECG
216
EPIQ Capital Group
California
$18M +$49.9K +387 +0.3%
HCA
217
Heck Capital Advisors
Wisconsin
$18M +$1.26M +9,779 +8%
EWA
218
EP Wealth Advisors
California
$17.8M -$1.49M -11,543 -8%
PFM
219
Peak Financial Management
Massachusetts
$17.6M -$829K -6,428 -4%
ASW
220
Astoria Strategic Wealth
Texas
$17.5M +$5.97M +46,337 +52%
EH
221
Equitable Holdings
New York
$17.5M -$4.23M -32,788 -19%
SWM
222
Segment Wealth Management
Texas
$17.2M -$701K -5,436 -4%
PFA
223
Pure Financial Advisors
California
$17.1M +$4.66M +36,138 +37%
SFC
224
SYM Financial Corp
Indiana
$16.9M -$4.71M -36,561 -22%
CB
225
Commerce Bank
Missouri
$16.8M +$1.04M +8,039 +7%
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