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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 %
SAM
501
Satovsky Asset Management
New York
$17.1M +$882K +3,395 +5%
AI
502
ArchPoint Investors
Florida
$17.1M +$17.1M +65,721 New
FIA
503
Foundations Investment Advisors
Arizona
$17M +$5.41M +20,798 +46%
GA
504
Gordian Advisors
Arizona
$16.9M -$1.04M -4,015 -6%
CWM
505
Cornerstone Wealth Management
Missouri
$16.9M -$373K -1,434 -2%
BC
506
Barrett & Company
Rhode Island
$16.9M +$3.8M +14,863 +29%
JIC
507
Johnson Investment Counsel
Ohio
$16.9M +$826K +3,178 +5%
EWA
508
EverSource Wealth Advisors
Alabama
$16.8M +$696K +2,801 +4%
RFM
509
Royal Fund Management
Florida
$16.7M -$89.2K -343 -0.5%
CB
510
Community Bank
New York
$16.7M – – –
GT
511
Greenleaf Trust
Michigan
$16.5M -$470K -1,807 -3%
FHB
512
First Hawaiian Bank
Hawaii
$16.5M +$13.8K +53 +0.1%
5SA
513
5th Street Advisors
Connecticut
$16.4M -$708K -2,724 -4%
AW
514
Avion Wealth
Texas
$16.3M -$923K -3,553 -5%
MFA
515
McClarren Financial Advisors
Pennsylvania
$16.3M -$166K -640 -1%
AAP
516
Arax Advisory Partners
Colorado
$16.2M -$133K -510 -0.8%
MCM
517
MontVue Capital Management
Virginia
$16.2M -$917K -3,527 -5%
AWM
518
Apollon Wealth Management
South Carolina
$16.2M +$744K +2,864 +5%
PGWM
519
Parisi Gray Wealth Management
New Jersey
$16.1M -$795K -3,060 -5%
CAG
520
Compass Advisory Group
New York
$16M -$64.5K -248 -0.4%
EWM
521
Empirical Wealth Management
Washington
$15.9M +$1.24M +4,786 +8%
AFG
522
Altiora Financial Group
Ohio
$15.9M +$320K +1,230 +2%
CAM
523
Clark Asset Management
New Hampshire
$15.9M +$1.46M +5,602 +10%
PHAM
524
Palisades Hudson Asset Management
Florida
$15.8M – – –
SFO
525
Stokes Family Office
Louisiana
$15.8M +$81.6K +314 +0.5%
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