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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 %
MWM
326
Modera Wealth Management
New Jersey
$33.1M -$805K -3,394 -2%
JA
327
JVL Associates
Michigan
$32.9M -$847K -3,570 -3%
NSIM
328
North Star Investment Management
Illinois
$32.7M +$238K +1,002 +0.7%
CIA
329
Concurrent Investment Advisors
Florida
$32.5M +$32.5M +136,815 New
JFG
330
JMG Financial Group
Illinois
$32.4M -$1.83M -7,706 -5%
FFWA
331
FRG Family Wealth Advisors
Washington
$32.4M +$1.57M +6,632 +5%
TF
332
TLWM Financial
Texas
$32.4M +$1.14M +4,802 +4%
EWA
333
EP Wealth Advisors
California
$32.2M +$5.1M +21,519 +19%
FWTB
334
First Western Trust Bank
Colorado
$32M +$11.3M +47,543 +54%
RWP
335
RWA Wealth Partners
Massachusetts
$31.9M +$25M +105,254 +360%
PWM
336
Perigon Wealth Management
California
$31.6M +$47.9K +202 +0.2%
PCFFS
337
Pacific Center for Financial Services
California
$31.3M +$234K +986 +0.8%
GRP
338
Global Retirement Partners
California
$31.1M +$1.02M +4,341 +3%
SFC
339
SYM Financial Corp
Indiana
$31M -$4.53M -19,078 -13%
GFP
340
Gryphon Financial Partners
Ohio
$30.9M +$2.84M +12,707 +10%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$30.3M +$273K +1,149 +0.9%
ST
342
Smithfield Trust
Pennsylvania
$30.2M +$953K +4,019 +3%
BFWA
343
Benchmark Financial Wealth Advisors
Florida
$30.2M -$77.8K -328 -0.3%
LSIA
344
LaSalle St. Investment Advisors
Illinois
$30.1M +$1.65M +697 +6%
TCM
345
Telos Capital Management
California
$30M +$297K +1,252 +1%
AF
346
Affiance Financial
Minnesota
$29.3M +$6.86M +28,929 +31%
CFGSD
347
Compass Financial Group (South Dakota)
South Dakota
$29.2M -$1.37M -5,794 -4%
DAS
348
Dynamic Advisor Solutions
Arizona
$29.1M +$2.94M +12,612 +11%
PFA
349
Pure Financial Advisors
California
$29M -$557K -2,348 -2%
HR
350
Howe & Rusling
New York
$28.7M +$1.33M +5,593 +5%
12 13
14
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