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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 %
OA
301
Operose Advisors
Wisconsin
$37.7M +$4.39M +18,525 +13%
PA
302
Parallel Advisors
California
$37.7M +$606K +2,553 +2%
GP
303
Greenline Partners
New York
$37.5M +$2.16M +9,104 +6%
PS
304
Portfolio Strategies
New York
$37.4M +$6.87M +28,939 +22%
HA
305
HC Advisors
Georgia
$37.3M +$682K +2,873 +2%
RWI
306
Red Wave Investments
Pennsylvania
$37.2M +$679K +2,862 +2%
Victory Capital Management
307
Victory Capital Management
Texas
$36.9M -$29.5M -124,538 -44%
DPIM
308
Duff & Phelps Investment Management
Illinois
$36.6M +$833K +3,510 +2%
MSFS
309
Main Street Financial Solutions
Pennsylvania
$36.5M +$2.87M +12,116 +9%
AllianceBernstein
310
AllianceBernstein
Tennessee
$36.5M +$2.27M +9,578 +7%
OIA
311
OneDigital Investment Advisors
Kansas
$36.4M +$3.06M +12,910 +9%
BC
312
Bartlett & Co
Ohio
$36.4M +$96K +403 +0.3%
BCWM
313
Bartlett & Co Wealth Management
Ohio
$36.4M +$96K +403 +0.3%
AWM
314
Altus Wealth Management
Kentucky
$36.4M +$370K +1,560 +1%
IA
315
IFG Advisory
Georgia
$36.1M -$167K -705 -0.5%
KIM
316
Karpus Investment Management
New York
$36M -$5.24M -22,080 -13%
CL
317
Choreo LLC
Illinois
$35.6M +$2.5M +10,543 +8%
UCFA
318
United Capital Financial Advisors
Texas
$35.5M -$29.3M -123,722 -45%
BSSFA
319
Baron Silver Stevens Financial Advisors
Florida
$35.3M -$597K -2,515 -2%
FC
320
Family CFO
California
$35.3M +$560K +2,362 +2%
MPW
321
Monterey Private Wealth
California
$34.8M +$706K +2,978 +2%
SOWBOCOPL
322
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$34.5M – – –
BAAM
323
Baker Avenue Asset Management
California
$34.5M +$4.37M +18,402 +14%
FCI
324
Financial Counselors Inc
Kansas
$33.5M +$5.58M +23,506 +20%
WP
325
WealthPLAN Partners
Nebraska
$33.1M +$37.5K +158 +0.1%
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