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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 %
BWA
426
Bordeaux Wealth Advisors
California
$21.6M +$775K +3,269 +4%
CA
427
Clearstead Advisors
Ohio
$21.6M -$9.86M -41,554 -31%
Susquehanna International Group
428
Susquehanna International Group
Pennsylvania
$21.6M +$21M +88,735 +4,033%
USCWA
429
U.S. Capital Wealth Advisors
Texas
$21.5M -$6.67M -28,138 -24%
WRTC
430
Wind River Trust Company
Wyoming
$21.3M – – –
OWP
431
Obermeyer Wealth Partners
Colorado
$21.3M +$2.69M +11,321 +14%
SJL
432
Shayne & Jacobs LLC
Tennessee
$21.3M -$53.6K -226 -0.3%
BP
433
BBR Partners
New York
$21.3M -$2.6M -10,943 -11%
RC
434
Roundview Capital
New Jersey
$21.2M +$977K +4,120 +5%
BGA
435
Battery Global Advisors
Massachusetts
$21.1M +$21.1M +88,810 New
CWA
436
Clarity Wealth Advisors
California
$21.1M +$866K +3,649 +4%
QWM
437
Quaker Wealth Management
New Jersey
$21M +$166K +701 +0.8%
VVP
438
Venture Visionary Partners
Ohio
$21M -$310K -1,308 -1%
MG
439
Mather Group
Illinois
$21M +$424K +1,789 +2%
AH
440
Addis & Hill
Pennsylvania
$20.8M +$20.8M +81,650 New
FRA
441
Frank Rimerman Advisors
California
$20.4M – – –
CWM
442
Connecticut Wealth Management
Connecticut
$20.3M -$468K -1,974 -2%
CAM
443
Cozad Asset Management
Illinois
$20.3M +$531K +2,238 +3%
CI
444
Cordant Inc
Oregon
$20.3M -$26.3K -111 -0.1%
CIAS
445
CBIZ Investment Advisory Services
Ohio
$20.2M +$657K +2,770 +3%
BCA
446
Bay Colony Advisors
Massachusetts
$20.1M +$489K +2,062 +3%
OAJ
447
Ogorek Anthony Joseph
New York
$20M +$67.8K +286 +0.3%
NWM
448
Northwest Wealth Management
Iowa
$20M +$386K +1,628 +2%
AF
449
Advisornet Financial
Minnesota
$20M +$1.05M +4,430 +6%
PA
450
PFG Advisors
Arizona
$19.7M +$623K +2,625 +3%
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