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Vanguard Total Stock Market ETF
VTI

Overview Fund Activity

2,666 hedge funds and large institutions have $113B invested in Vanguard Total Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 1,098 increasing their positions, 881 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,666
Holders Change
+275
Holders Change %
+11.5%
% of All Funds
39.08%
Holding in Top 10
578
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+13.78%
% of All Funds
8.47%
New
371
Increased
1,098
Reduced
881
Closed
65
Calls
$292M
Puts
$119M
Net Calls
+$173M
Net Calls Change
+$120M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.97B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$873M
3
MIS
Morningstar Investment Services
Illinois
+$785M
4
RIM
Rakuten Investment Management
Japan
+$514M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$316M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$533M
2
LWM
Liberty Wealth Management
California
-$188M
3
US Bancorp
US Bancorp
Minnesota
-$163M
4
Osaic Holdings
Osaic Holdings
Arizona
-$163M
5
SIM
Symetra Investment Management
Connecticut
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
251
Wade Financial Advisory
California
$47.5M +$1.52M +6,400 +3%
PWM
252
Prentice Wealth Management
New York
$47.5M +$3.09M +13,025 +7%
Kovitz Investment Group Partners
253
Kovitz Investment Group Partners
Illinois
$47.4M +$1.24M +5,215 +3%
CC
254
Cypress Capital
Tennessee
$47.1M +$28.2K +119 +0.1%
UI
255
Unconventional Investor
New Hampshire
$47M +$2.41M +10,155 +5%
JIP
256
Jaffetilchin Investment Partners
Florida
$46.5M +$3.62M +15,258 +8%
UOMF
257
University of Maryland Foundation
Maryland
$46.1M – – –
WFA
258
Wellspring Financial Advisors
Ohio
$45.9M -$5.27K -709 -0%
Jones Financial Companies
259
Jones Financial Companies
Missouri
$45.9M -$961K -4,052 -2%
LNWTC
260
Laird Norton Wetherby Trust Company
Washington
$45.5M -$107M -450,676 -70%
HTC
261
Haverford Trust Company
Pennsylvania
$45M +$289K +1,218 +0.6%
Janney Montgomery Scott
262
Janney Montgomery Scott
Pennsylvania
$44.7M +$1.25M +5,282 +3%
BCMLT
263
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.5M -$1.89M -8,885 -4%
LWM
264
Luminvest Wealth Management
Arizona
$44.1M +$44.1M +164,807 New
CWM
265
Cherrydale Wealth Management
New Jersey
$43.8M +$2.27M +9,552 +5%
AWS
266
Atria Wealth Solutions
New York
$43.7M -$2.02M -8,517 -4%
PG
267
Proffitt & Goodson
Tennessee
$43.5M +$166K +699 +0.4%
RW
268
REDW Wealth
New Mexico
$43.5M -$2.11M -8,914 -5%
PMA
269
Prudent Man Advisors
Illinois
$43.5M -$1.63M -6,861 -4%
HWM
270
Hemington Wealth Management
Virginia
$43.1M -$352K -1,485 -0.8%
ECG
271
EPIQ Capital Group
California
$42.8M +$6.46M +27,249 +18%
AA
272
Ashford Advisors
New York
$42.8M -$254K -1,072 -0.6%
SWP
273
Stratos Wealth Partners
Ohio
$42.7M +$2.41M +10,152 +6%
NSAM
274
North Star Asset Management
Wisconsin
$42.7M +$3.31M +13,940 +8%
CZI
275
Chan Zuckerberg Initiative
California
$42.7M +$42.7M +179,810 New
9 10
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