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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 %
KeyBank National Association
376
KeyBank National Association
Ohio
$26M +$1.15M +4,842 +5%
FPCG
377
Fort Pitt Capital Group
Pennsylvania
$25.9M +$18M +76,072 +230%
MIA
378
Milestone Investment Advisors
Wisconsin
$25.8M +$565K +2,382 +2%
MA
379
Mutual Advisors
Nebraska
$25.6M +$6.95M +29,310 +37%
HWM
380
HFG Wealth Management
Texas
$25.4M +$25.4M +107,230 New
IWM
381
Integris Wealth Management
California
$25.2M +$2.01M +8,471 +9%
BF
382
Blankinship & Foster
California
$25.2M +$473K +1,994 +2%
FTS
383
Fifth Third Securities
Ohio
$25.1M +$8.53M +35,971 +51%
GVAG
384
Great Valley Advisor Group
Delaware
$25M +$4.41M +18,573 +21%
TWA
385
Trellis Wealth Advisors
California
$24.8M -$609K -2,566 -2%
FT
386
Fiduciary Trust
Massachusetts
$24.7M -$6.88K -29 -0%
ECT
387
Ebor Charitable Trust
Wyoming
$24.7M – – –
NEPWA
388
New England Private Wealth Advisors
Massachusetts
$24.7M -$208K -879 -0.8%
PFM
389
Peak Financial Management
Massachusetts
$24.6M -$366K -1,543 -1%
RWIA
390
Roger Wittlin Investment Advisory
California
$24.3M +$866K +3,651 +4%
PF
391
Penney Financial
Texas
$24.2M +$24.2M +101,856 New
WA
392
Waverly Advisors
Alabama
$24.1M +$2.66M +11,215 +12%
SA
393
Skyline Advisors
Washington
$24.1M +$24.1M +101,387 New
BIG
394
Bush Investment Group
Georgia
$23.9M +$23.9M +97,811 New
CSPIA
395
Cary Street Partners Investment Advisory
Virginia
$23.9M +$535K +2,254 +2%
AWM
396
AllSquare Wealth Management
New York
$23.7M +$54.8K +231 +0.2%
GL
397
Graypoint LLC
New York
$23.6M -$232K -978 -1%
CPC
398
Consolidated Planning Corp
Georgia
$23.5M +$299K +1,259 +1%
JCM
399
Jacobi Capital Management
Pennsylvania
$23.5M -$53.6K -226 -0.2%
WFP
400
Wrenne Financial Planning
Kentucky
$23.4M +$23.4M +98,476 New
14 15
16
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