— Know what they know.
Not Investment Advice

VTI

Vanguard Total Stock Market ETF
1W: -0.6% 1M: +4.0% 3M: +7.3% YTD: +8.6% 1Y: +25.8% 3Y: +85.7% 5Y: +80.7%
$366.79
+1.70 (+0.47%)
 
Weekly Expected Move ±1.5%
$351 $357 $363 $368 $374
ETF AMEX · AUM $627.9B

Institutional Ownership — VTI

3,711
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
164B
Total Invested
160
New Positions
1524
Increased
1556
Reduced
351
Closed
2.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (3883 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Gallagher Fiduciary Advisors, LLC 153,056,541 56.1B +152,574,878 +31676.7% 13Q SEC ↗
2 Rakuten Investment Management, Inc. 94,959,476 34.8B +47,479,738 +100.0% 3Q SEC ↗
3 VANGUARD GROUP INC 62,622,049 23.0B +2,291,938 +3.8% 12Q SEC ↗
4 Vanguard Global Advisers, LLC NEW 36,915,651 13.5B +0.0% 1Q SEC ↗
5 VANGUARD ADVISERS INC NEW 28,490,615 10.5B +0.0% 1Q SEC ↗
6 Betterment LLC 24,526,707 9.0B -644,868 -2.6% 13Q SEC ↗
7 Wealthfront Advisers LLC 17,969,445 6.6B -55,838 -0.3% 13Q SEC ↗
8 BANK OF AMERICA CORP /DE 14,287,409 5.2B +102,161 +0.7% 13Q SEC ↗
9 MORGAN STANLEY 13,792,394 5.1B -13,206 -0.1% 12Q SEC ↗
10 WealthNavi Inc. 12,935,073 4.7B +540,294 +4.4% 13Q SEC ↗
11 LPL Financial LLC 10,325,305 3.8B -3,754,475 -26.7% 13Q SEC ↗
12 NORTHERN TRUST CORP 9,715,051 3.6B +2,129 +0.0% 13Q SEC ↗
13 HB Wealth Management, LLC 8,726,405 3.2B +78,244 +0.9% 13Q SEC ↗
14 Allworth Financial LP 8,504,378 3.1B +8,391 +0.1% 13Q SEC ↗
15 Wellspring Financial Advisors, LLC 6,161,979 2.3B -10,075 -0.2% 13Q SEC ↗
16 Creative Planning 6,120,710 2.2B +53,700 +0.9% 13Q SEC ↗
17 ENVESTNET ASSET MANAGEMENT INC 6,031,021 2.2B +281,923 +4.9% 13Q SEC ↗
18 Narodna banka Slovenska NEW 5,654,304 2.1B +0.0% 1Q SEC ↗
19 WELLS FARGO & COMPANY/MN 5,644,791 2.1B +2,398 +0.0% 12Q SEC ↗
20 Ballentine Partners, LLC 5,541,921 2.0B -116,935 -2.1% 13Q SEC ↗
21 Forvis Mazars Wealth Advisors, LLC 4,998,917 1.8B +146,480 +3.0% 13Q SEC ↗
22 JPMORGAN CHASE & CO 4,704,927 1.7B -158,727 -3.3% 13Q SEC ↗
23 UBS Group AG 4,429,630 1.6B +363,882 +8.9% 13Q SEC ↗
24 Sequoia Financial Advisors, LLC 3,787,743 1.4B +72,261 +1.9% 13Q SEC ↗
25 NISSAY ASSET MANAGEMENT CORP /JAPAN 3,663,005 1.3B +0.0% 13Q SEC ↗
26 Cetera Investment Advisers 3,364,602 1.2B +112,352 +3.5% 13Q SEC ↗
27 RAYMOND JAMES FINANCIAL INC 2,952,890 1.1B -60,202 -2.0% 6Q SEC ↗
28 ROYAL BANK OF CANADA 2,922,098 1.1B -133,045 -4.4% 13Q SEC ↗
29 GOLDMAN SACHS GROUP INC 2,904,307 1.1B -1,852,699 -38.9% 13Q SEC ↗
30 Focus Partners Wealth 2,745,961 1.0B +196,376 +7.7% 10Q SEC ↗
31 National Mutual Insurance Federation o 2,686,800 $985M +0.0% 13Q SEC ↗
32 SBI Okasan Asset Management Co.Ltd. 2,661,390 $976M +547,750 +25.9% 2Q SEC ↗
33 OSAIC HOLDINGS, INC. 2,623,638 $962M -9,805 -0.4% 13Q SEC ↗
34 SCS Capital Management LLC 2,603,399 $955M +63,867 +2.5% 13Q SEC ↗
35 Savant Capital, LLC 2,597,185 $953M +175,403 +7.2% 13Q SEC ↗
36 PNC FINANCIAL SERVICES GROUP, INC. 2,337,078 $857M -19,108 -0.8% 13Q SEC ↗
37 HighTower Advisors, LLC 2,237,801 $821M +53,410 +2.4% 13Q SEC ↗
38 Facet Wealth, Inc. 2,231,332 $818M +66,881 +3.1% 13Q SEC ↗
39 BROWN ADVISORY INC 2,171,354 $796M +282,160 +14.9% 12Q SEC ↗
40 Cambridge Investment Research Advisors 2,131,861 $782M +52,012 +2.5% 13Q SEC ↗
41 US BANCORP \DE 2,115,013 $776M +35,439 +1.7% 13Q SEC ↗
42 MERCER GLOBAL ADVISORS INC /ADV 2,052,515 $753M +55,419 +2.8% 2Q SEC ↗
43 Cerity Partners LLC 1,984,206 $728M +108,198 +5.8% 13Q SEC ↗
44 Provida Pension Fund Administrator 1,969,488 $722M +1,186,140 +151.4% 11Q SEC ↗
45 COMMONWEALTH EQUITY SERVICES, LLC 1,969,033 $722M -351,271 -15.1% 13Q SEC ↗
46 Corient Private Wealth LLC 1,944,482 $713M -1,951,715 -50.1% 13Q SEC ↗
47 AMERIPRISE FINANCIAL INC 1,917,767 $703M -267,111 -12.2% 13Q SEC ↗
48 Mariner, LLC 1,854,681 $680M +66,626 +3.7% 13Q SEC ↗
49 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,735,336 $637M -1,756,446 -50.3% 13Q SEC ↗
50 Bank of New York Mellon Corp 1,735,083 $636M -332,837 -16.1% 13Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Gallagher Fiduciary Advisors, LLC +152,574,878 +31676.7% 153,056,541
Rakuten Investment Management, Inc. +47,479,738 +100.0% 94,959,476
VANGUARD GROUP INC +2,291,938 +3.8% 62,622,049
Provida Pension Fund Administrator +1,186,140 +151.4% 1,969,488
Valpey Financial Services, LLC +705,565 +78746.1% 706,461
VestGen Advisors, LLC +591,790 +707.2% 675,470
SBI Okasan Asset Management Co.Ltd. +547,750 +25.9% 2,661,390
WealthNavi Inc. +540,294 +4.4% 12,935,073
Obermeyer Wealth Partners +409,387 +212.8% 601,790
Clearstead Advisors, LLC +401,058 +282.8% 542,873
UBS Group AG +363,882 +8.9% 4,429,630
UBS AM, a distinct business unit of +304,800 +875.9% 339,600
Fund Evaluation Group, LLC +291,307 +5818.0% 296,314
FIFTH THIRD BANCORP +289,689 +100.8% 577,193
Beacon Pointe Advisors, LLC +283,476 +38.2% 1,026,467
BROWN ADVISORY INC +282,160 +14.9% 2,171,354
ENVESTNET ASSET MANAGEMENT INC +281,923 +4.9% 6,031,021
FIRST NATIONAL BANK OF OMAHA +265,633 +1948.0% 279,269
Focus Partners Wealth +196,376 +7.7% 2,745,961
West Virginia University Foundation +185,960 +25.5% 914,884
Biggest Decreases (20)
HolderReducedChange %Total Shares
Auto-Owners Insurance Co -12,270,882 -99.7% 36,600
Align Financial, LLC -6,252,375 -99.7% 19,466
LPL Financial LLC -3,754,475 -26.7% 10,325,305
Corient Private Wealth LLC -1,951,715 -50.1% 1,944,482
GOLDMAN SACHS GROUP INC -1,852,699 -38.9% 2,904,307
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV -1,756,446 -50.3% 1,735,336
Rockefeller Capital Management L.P. -1,033,572 -48.4% 1,103,126
AXXCESS WEALTH MANAGEMENT, LLC -814,430 -88.9% 101,807
TIAA TRUST, NATIONAL ASSOCIATION -688,412 -91.5% 63,628
Betterment LLC -644,868 -2.6% 24,526,707
BEACON INVESTMENT ADVISORY SERVICES -523,311 -49.4% 536,189
Efficient Advisors, LLC -418,885 -55.8% 332,381
CITIGROUP INC -411,468 -50.7% 400,528
Empower Advisory Group, LLC -355,271 -21.4% 1,301,303
COMMONWEALTH EQUITY SERVICES, LLC -351,271 -15.1% 1,969,033
Bank of New York Mellon Corp -332,837 -16.1% 1,735,083
TWO SIGMA INVESTMENTS, LP -316,585 -51.0% 303,679
AMERIPRISE FINANCIAL INC -267,111 -12.2% 1,917,767
Pinnacle Financial Partners, Inc. -188,640 -40.2% 280,751
Winthrop Advisory Group LLC -185,469 -49.4% 190,049

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms