VTI icon

Vanguard Total Stock Market ETF
VTI

Overview Fund Activity

2,718 hedge funds and large institutions have $121B invested in Vanguard Total Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 1,184 increasing their positions, 1,014 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,718
Holders Change
+52
Holders Change %
+1.95%
% of All Funds
39.4%
Holding in Top 10
594
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+2.77%
% of All Funds
8.61%
New
175
Increased
1,184
Reduced
1,014
Closed
86
Calls
$212M
Puts
$106M
Net Calls
+$107M
Net Calls Change
-$66.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.05B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$295M
3
RIM
Rakuten Investment Management
Japan
+$233M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$216M
5
PS
Portfolio Strategies
New York
+$182M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.06B
2
Cerity Partners
Cerity Partners
New York
-$1.15B
3
MIS
Morningstar Investment Services
Illinois
-$827M
4
SMH
Sanders Morris Harris
Texas
-$432M
5
LPL Financial
LPL Financial
California
-$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
2526
Investmark Advisory Group
Connecticut
$218K +$218K +840 New
PPWM
2527
Perissos Private Wealth Management
Oklahoma
$218K +$218K +838 New
FLA
2528
Financial Life Advisors
Texas
$217K +$217K +836 New
FWM
2529
ForthRight Wealth Management
Georgia
$217K +$217K +836 New
ZIG
2530
Zuckerman Investment Group
Illinois
$217K -$7.28K -28 -3%
LFA
2531
Lauterbach Financial Advisors
Texas
$217K -$136K -524 -39%
CWA
2532
CJM Wealth Advisers
Virginia
$216K +$216K +833 New
MPI
2533
Mairs & Power Inc
Minnesota
$215K +$215K +828 New
GCM
2534
G2 Capital Management
Ohio
$215K +$215K +828 New
MCM
2535
MidAtlantic Capital Management
Virginia
$215K – – –
MCIA
2536
Mountain Capital Investment Advisors
Colorado
$215K +$215K +833 New
MP
2537
McDonald Partners
Ohio
$214K -$59.5K -229 -22%
PAWA
2538
Palo Alto Wealth Advisors
California
$214K +$214K +822 New
OFA
2539
Oak Family Advisors
Illinois
$213K +$213K +821 New
HAFS
2540
Hapanowicz & Associates Financial Services
Pennsylvania
$213K +$213K +821 New
HPC
2541
Hobart Private Capital
North Carolina
$213K +$213K +820 New
KIG
2542
Kennedy Investment Group
New Jersey
$213K +$213K +818 New
TA
2543
Townsend & Associates
Colorado
$212K +$251 +1 +0.1%
HFBOT
2544
Home Federal Bank of Tennessee
Tennessee
$212K +$212K +816 New
RCM
2545
Richardson Capital Management
Wisconsin
$212K +$60.8K +234 +40%
POIA
2546
Pin Oak Investment Advisors
Texas
$212K – – –
SXL
2547
Summit X LLC
Missouri
$212K +$212K +815 New
GHA
2548
GW Henssler & Associates
Georgia
$211K -$137K -526 -39%
BPFA
2549
Barnes Pettey Financial Advisors
Mississippi
$211K +$211K +812 New
OAM
2550
Occidental Asset Management
California
$208K +$208K +802 New
100 101
102
103 104