VTI icon

Vanguard Total Stock Market ETF
VTI

Overview Fund Activity

768 hedge funds and large institutions have $18.6B invested in Vanguard Total Stock Market ETF in 2016 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 331 increasing their positions, 252 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+26
Holders Change %
+3.5%
% of All Funds
20.52%
Holding in Top 10
161
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+6.62%
% of All Funds
4.3%
New
66
Increased
331
Reduced
252
Closed
31
Calls
$60.2M
Puts
$27.5M
Net Calls
+$32.8M
Net Calls Change
-$13.5M

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$1.74B
2
Wells Fargo
2
Wells Fargo
California
$348M
3
AT
3
Arden Trust
Delaware
$112M
4
Betterment LLC
4
Betterment LLC
New York
$708M
5
Bank of America
5
Bank of America
North Carolina
$953M

Top Sellers

1
BIAS
1
Beacon Investment Advisory Services
New Jersey
$33.6M
2
LPL Financial
2
LPL Financial
California
$0
3
AUIM
3
Aegon USA Investment Management
Iowa
$224M
4
WCM
4
Windham Capital Management
Massachusetts
$24.5M
5
AssetMark Inc
5
AssetMark Inc
California
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFRM
1
Milliman Financial Risk Management
Illinois
$1.74B +$225M +2,016,740 +15%
Bank of America
2
Bank of America
North Carolina
$953M +$103M +921,548 +12%
UBS Group
3
UBS Group
Switzerland
$897M +$21.9M +196,581 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$828M -$63.1M -566,963 -7%
Betterment LLC
5
Betterment LLC
New York
$708M +$108M +965,957 +18%
Morgan Stanley
6
Morgan Stanley
New York
$620M +$36.8M +330,663 +6%
W
7
Wealthfront
California
$514M +$39.1M +351,175 +8%
WIM
8
Windhaven Investment Management
Massachusetts
$449M -$29M -260,088 -6%
WCM
9
Wealthcare Capital Management
Virginia
$386M -$7.86M -70,559 -2%
PS
10
Portfolio Solutions
Michigan
$357M -$2.76M -24,775 -0.8%
Wells Fargo
11
Wells Fargo
California
$348M +$121M +1,090,069 +54%
BP
12
Ballentine Partners
Massachusetts
$329M +$9.18M +82,490 +3%
HB
13
Homrich & Berg
Georgia
$310M +$2.9M +26,035 +0.9%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$293M -$4.9M -44,039 -2%
Citigroup
15
Citigroup
New York
$285M -$4.21M -37,853 -1%
TI
16
Truepoint Inc
Ohio
$276M +$4.86M +43,656 +2%
US Bancorp
17
US Bancorp
Minnesota
$251M +$2.19M +19,632 +0.9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$241M +$38.6M +346,663 +19%
NHAS
19
Novo Holdings A/S
Denmark
$240M – – –
AF
20
Allworth Financial
California
$235M +$9.43M +84,661 +4%
AUIM
21
Aegon USA Investment Management
Iowa
$224M -$216M – –
KWILP
22
Kiwi Wealth Investments Limited Partnership
New Zealand
$222M +$80.1M +719,711 +57%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$214M -$15.4M -137,965 -7%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$204M +$40.7M +365,520 +25%
SE
25
Summit Equities
New Jersey
$196M +$3M +26,979 +2%
1
2 3 4 5