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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 %
PA
301
Parallel Advisors
California
$40.7M -$567K -2,181 -1%
MPW
302
Monterey Private Wealth
California
$40.5M +$2.36M +9,082 +6%
HCC
303
Hirtle Callaghan & Co
Pennsylvania
$40.5M -$1.78M -6,830 -4%
AWM
304
Altus Wealth Management
Kentucky
$40.3M +$480K +1,845 +1%
AF
305
Affiance Financial
Minnesota
$40.2M +$8.13M +31,281 +25%
DPIM
306
Duff & Phelps Investment Management
Illinois
$40.1M +$97.5K +375 +0.2%
CL
307
Choreo LLC
Illinois
$40.1M +$1.07M +4,105 +3%
IA
308
IFG Advisory
Georgia
$40.1M +$468K +1,801 +1%
QWM
309
Quaker Wealth Management
New Jersey
$40M +$17M +65,407 +74%
RWI
310
Red Wave Investments
Pennsylvania
$39.9M -$827K -3,181 -2%
IWC
311
Integrated Wealth Concepts
Massachusetts
$39.1M -$2.37M -9,134 -6%
EAM
312
Evanson Asset Management
California
$38.9M -$3.01M -11,575 -7%
PCP
313
Proficio Capital Partners
Massachusetts
$38.8M +$24.3M +93,549 +167%
Victory Capital Management
314
Victory Capital Management
Texas
$38.7M -$1.71M -6,562 -4%
SPIA
315
Steward Partners Investment Advisory
New York
$38.3M +$9.57M +36,820 +33%
BSSFA
316
Baron Silver Stevens Financial Advisors
Florida
$38.1M -$621K -2,389 -2%
FC
317
Family CFO
California
$38.1M -$552K -2,125 -1%
UB
318
UMB Bank
Missouri
$38.1M -$61.3M -235,930 -62%
BAAM
319
Baker Avenue Asset Management
California
$38M +$199K +766 +0.5%
SOWBOCOPL
320
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$37.8M – – –
BCWM
321
Bartlett & Co Wealth Management
Ohio
$37.7M -$2.03M -7,824 -5%
NSIM
322
North Star Investment Management
Illinois
$37.1M +$1.21M +4,671 +3%
CIA
323
Concurrent Investment Advisors
Florida
$37.1M +$1.52M +5,865 +4%
CCM
324
Carlson Capital Management
Minnesota
$37M -$60.6M -233,246 -62%
AAS
325
Annex Advisory Services
Wisconsin
$37M -$77M -296,171 -68%
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