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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 %
WIC
451
Woodmont Investment Counsel
Tennessee
$19.7M +$936K +3,947 +5%
RIM
452
Rockbridge Investment Management
New York
$19.5M -$879K -3,707 -4%
OAM
453
Oppenheimer Asset Management
New York
$19.5M +$19.5M +82,190 New
BL
454
BFSG LLC
California
$19.5M +$418K +1,760 +2%
GWM
455
Geneos Wealth Management
Colorado
$19.4M -$870K -3,669 -4%
WF
456
WoodTrust Financial
Wisconsin
$19.3M +$7.42M +31,282 +63%
RA
457
RFG Advisory
Alabama
$19.3M +$11.3M +47,553 +141%
BOSSRA
458
B.O.S.S. Retirement Advisors
Utah
$19.2M +$2.62M +11,063 +16%
CAL
459
Capital Advisors Ltd
Ohio
$19.2M -$108K -456 -0.6%
AFGAS
460
Allegiance Financial Group Advisory Services
Virginia
$19.2M +$2.25M +9,497 +13%
LI
461
Latigo Investments
Florida
$19.2M – – –
MFA
462
Morling Financial Advisors
California
$19.1M +$1.97M +8,287 +11%
PWP
463
Precedent Wealth Partners
Texas
$19.1M +$19.1M +80,500 New
BF
464
Brooklyn FI
New York
$19M -$778K -3,281 -4%
WCM
465
Washington Capital Management
Washington
$18.8M +$30.8K +130 +0.2%
MPCL
466
My Personal CFO LLC
Washington
$18.7M +$1.9M +7,997 +11%
PWP
467
Principle Wealth Partners
Connecticut
$18.7M +$1.94M +8,176 +12%
SFPM
468
Sensible Financial Planning & Management
Massachusetts
$18.7M -$634K -2,672 -3%
CHAM
469
Clear Harbor Asset Management
Connecticut
$18.6M -$439K -1,851 -2%
WIM
470
Warwick Investment Management
Texas
$18.5M +$606K +2,555 +3%
RCM
471
Rain Capital Management
Oregon
$18.4M +$1.2M +5,053 +7%
LRIA
472
Leonard Rickey Investment Advisors
Washington
$18.4M +$953K +4,018 +5%
YCM
473
Yousif Capital Management
Michigan
$18.1M +$75.4K +318 +0.4%
Wellington Management Group
474
Wellington Management Group
Massachusetts
$18.1M – – –
CFO
475
Capitol Family Office
Oregon
$18M +$329K +1,388 +2%
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