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VTI Institutional Ownership

Vanguard Morningstar Total Stock Market ETF
1W: -0.2% 1M: +0.3% 3M: +1.7% YTD: +12.4% 1Y: +14.8% 3Y: +83.5% 5Y: +74.5%
$377.99
+2.81 (+0.75%)
 
Weekly Expected Move ±1.5%
$367 $372 $378 $384 $389
ETF AMEX · AUM $2.28T

Institutional Ownership — VTI

3,767
Institutional Holders
+56 vs prior quarter
0.0%
Ownership
+0.00pp
188B
Total Invested
231
New Positions
1633
Increased
1399
Reduced
67
Closed
1.14
Put/Call Ratio

Ownership Trends

Top Institutional Holders (3897 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Rakuten Investment Management, Inc. 49,708,819 18.8B -45,250,657 -47.7% 4Q SEC ↗
2 Vanguard Global Advisers, LLC 38,839,412 14.7B +1,923,761 +5.2% 2Q SEC ↗
3 VANGUARD ADVISERS INC 29,389,176 11.1B +898,561 +3.2% 2Q SEC ↗
4 Betterment LLC 23,945,511 9.1B -581,196 -2.4% 47Q SEC ↗
5 Wealthfront Advisers LLC 18,297,773 6.9B +328,328 +1.8% 31Q SEC ↗
6 MORGAN STANLEY 14,876,622 5.6B +535,469 +3.7% 60Q SEC ↗
7 BANK OF AMERICA CORP /DE 14,540,049 5.5B +252,640 +1.8% 15Q SEC ↗
8 WealthNavi Inc. 12,831,750 4.9B -103,323 -0.8% 30Q SEC ↗
9 LPL Financial LLC 10,308,028 3.9B -17,277 -0.2% 39Q SEC ↗
10 NORTHERN TRUST CORP 9,674,144 3.7B -40,907 -0.4% 98Q SEC ↗
11 HB Wealth Management, LLC 8,759,071 3.3B +32,666 +0.4% 19Q SEC ↗
12 Allworth Financial LP 6,883,739 2.6B -1,620,639 -19.1% 59Q SEC ↗
13 Wellspring Financial Advisors, LLC 6,157,836 2.3B -4,143 -0.1% 26Q SEC ↗
14 ENVESTNET ASSET MANAGEMENT INC 6,136,001 2.3B +104,980 +1.7% 79Q SEC ↗
15 Creative Planning 6,075,603 2.3B -45,107 -0.7% 59Q SEC ↗
16 WELLS FARGO & COMPANY/MN 5,635,464 2.1B -97,835 -1.7% 96Q SEC ↗
17 Narodna banka Slovenska 5,605,604 2.1B -48,700 -0.9% 2Q SEC ↗
18 Ballentine Partners, LLC 5,455,709 2.1B -86,212 -1.6% 36Q SEC ↗
19 Savant Capital, LLC 5,369,114 2.0B +2,771,929 +106.7% 66Q SEC ↗
20 Forvis Mazars Wealth Advisors, LLC 5,063,337 1.9B +64,420 +1.3% 52Q SEC ↗
21 JPMORGAN CHASE & CO 4,496,972 1.7B -207,955 -4.4% 90Q SEC ↗
22 UBS Group AG 4,455,900 1.7B +26,270 +0.6% 47Q SEC ↗
23 Sequoia Financial Advisors, LLC 3,831,169 1.4B +43,426 +1.1% 40Q SEC ↗
24 NISSAY ASSET MANAGEMENT CORP /JAPAN 3,663,005 1.4B — +0.0% 15Q SEC ↗
25 Cetera Investment Advisers 3,511,558 1.3B +146,956 +4.4% 43Q SEC ↗
26 RAYMOND JAMES FINANCIAL INC 3,108,544 1.2B +155,654 +5.3% 7Q SEC ↗
27 GOLDMAN SACHS GROUP INC 2,959,929 1.1B +55,622 +1.9% 15Q SEC ↗
28 ROYAL BANK OF CANADA 2,954,760 1.1B +32,662 +1.1% 80Q SEC ↗
29 OSAIC HOLDINGS, INC. 2,839,392 1.1B +215,754 +8.2% 26Q SEC ↗
30 Focus Partners Wealth 2,708,987 1.0B -36,974 -1.3% 11Q SEC ↗
31 National Mutual Insurance Federation o 2,686,800 1.0B — +0.0% 28Q SEC ↗
32 SCS Capital Management LLC 2,568,469 971M -34,930 -1.3% 46Q SEC ↗
33 Facet Wealth, Inc. 2,446,454 925M +215,122 +9.6% 23Q SEC ↗
34 Cerity Partners LLC 2,416,651 913M +432,445 +21.8% 36Q SEC ↗
35 PNC Financial Services Group, Inc. 2,316,100 875M -20,978 -0.9% 15Q SEC ↗
36 HighTower Advisors, LLC 2,250,580 851M +12,779 +0.6% 22Q SEC ↗
37 Cambridge Investment Research Advisors 2,171,713 821M +39,852 +1.9% 79Q SEC ↗
38 BROWN ADVISORY INC 2,157,852 816M -51,232 -2.3% 65Q SEC ↗
39 SBI Okasan Asset Management Co.Ltd. 2,123,450 803M -537,940 -20.2% 3Q SEC ↗
40 US BANCORP \DE 2,032,602 768M -82,411 -3.9% 99Q SEC ↗
41 AMERIPRISE FINANCIAL INC 1,988,356 752M +70,589 +3.7% 16Q SEC ↗
42 COMMONWEALTH EQUITY SERVICES, LLC 1,920,318 726M -48,715 -2.5% 35Q SEC ↗
43 Corient Private Wealth LP 1,874,723 709M -69,759 -3.6% 15Q SEC ↗
44 Mariner, LLC 1,822,272 689M -32,409 -1.7% 57Q SEC ↗
45 State of New Jersey Common Pension Fun NEW 1,800,000 680M — +0.0% 1Q SEC ↗
46 Bank of New York Mellon Corp 1,778,086 672M +43,003 +2.5% 76Q SEC ↗
47 Summit Financial, LLC 1,752,517 662M +20,800 +1.2% 31Q SEC ↗
48 RITHOLTZ WEALTH MANAGEMENT 1,689,593 639M +115,200 +7.3% 33Q SEC ↗
49 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,678,930 635M -36,531 -2.1% 15Q SEC ↗
50 FMR LLC 1,601,947 606M +115,904 +7.8% 96Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Savant Capital, LLC +2,771,929 +106.7% 5,369,114
Vanguard Global Advisers, LLC +1,923,761 +5.2% 38,839,412
VANGUARD ADVISERS INC +898,561 +3.2% 29,389,176
Atomic Invest LLC +828,538 +456.4% 1,010,063
Olistico Wealth, LLC +783,020 +1826.8% 825,883
MAI Capital Management +668,360 +129.7% 1,183,594
MORGAN STANLEY +535,469 +3.7% 14,876,622
Cerity Partners LLC +432,445 +21.8% 2,416,651
Ellevest, Inc. +409,316 +174.9% 643,347
JONES FINANCIAL COMPANIES LLLP +343,286 +44.4% 1,116,824
Wealthspire Advisors, LLC +336,188 +34.9% 1,299,198
Wealthfront Advisers LLC +328,328 +1.8% 18,297,773
NEUBERGER BERMAN GROUP LLC +308,312 +1668.7% 326,788
Arax Advisory Partners +271,355 +142.6% 461,612
ASSETMARK, INC +267,935 +25.9% 1,301,970
Waverly Advisors, LLC +265,148 +79.2% 599,991
BANK OF AMERICA CORP /DE +252,640 +1.8% 14,540,049
Quantinno Capital Management LP +252,440 +28.0% 1,152,531
OSAIC HOLDINGS, INC. +215,754 +8.2% 2,839,392
Facet Wealth, Inc. +215,122 +9.6% 2,446,454
Biggest Decreases (20)
HolderReducedChange %Total Shares
Gallagher Fiduciary Advisors, LLC -152,575,350 -99.7% 481,191
Rakuten Investment Management, Inc. -45,250,657 -47.7% 49,708,819
Allworth Financial LP -1,620,639 -19.1% 6,883,739
Provida Pension Fund Administrator -1,066,675 -74.6% 362,993
Quantum Portfolio Management LLC -917,402 -100.0% 92
EVOKE WEALTH, LLC -648,236 -99.9% 651
Betterment LLC -581,196 -2.4% 23,945,511
SBI Okasan Asset Management Co.Ltd. -537,940 -20.2% 2,123,450
MERCER GLOBAL ADVISORS INC /ADV -531,234 -25.7% 1,539,100
TWO SIGMA INVESTMENTS, LP -416,400 -75.4% 136,039
VestGen Advisors, LLC -305,669 -45.3% 369,801
KMT WEALTH MANAGEMENT, LLC -290,445 -99.7% 993
Gen-Wealth Partners Inc -281,493 -99.9% 269
JPMORGAN CHASE & CO -207,955 -4.4% 4,496,972
Clearstead Advisors, LLC -188,001 -34.6% 354,872
IEQ CAPITAL, LLC -184,973 -15.2% 1,033,118
Symetra Investment Management Co -176,145 -14.3% 1,056,900
Verus Advisory, Inc. -133,330 -100.0% 0
State of Tennessee, Department of T -125,083 -7.6% 1,514,680
RIA Advisory Group LLC -106,086 -85.7% 17,718

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