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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 %
AMG
601
Asset Management Group
Connecticut
$11M -$87.3K -368 -0.8%
CIC
602
Chilton Investment Company
Connecticut
$10.9M – – –
FIA
603
Foundations Investment Advisors
Arizona
$10.9M +$3.72M +15,303 +52%
PHWM
604
Pine Harbor Wealth Management
Maryland
$10.9M +$10.9M +45,894 New
CFG
605
Carr Financial Group
Massachusetts
$10.9M +$441K +1,857 +4%
HL
606
HeadInvest LLC
Maine
$10.9M -$203K -857 -2%
Fayez Sarofim & Co
607
Fayez Sarofim & Co
Texas
$10.8M – – –
AWM
608
Angeles Wealth Management
California
$10.8M +$239K +1,006 +2%
STCOSD
609
Sageworth Trust Company of South Dakota
South Dakota
$10.8M +$2.37M +10,007 +28%
LWM
610
LJI Wealth Management
Indiana
$10.8M -$2.78M -11,716 -20%
WS
611
Wedbush Securities
California
$10.8M +$340K +1,433 +3%
SWMG
612
Sard Wealth Management Group
Georgia
$10.7M +$10.7M +45,309 New
PSFG
613
Prairie Sky Financial Group
Illinois
$10.7M -$1.37M -5,791 -11%
BF
614
BOK Financial
Oklahoma
$10.7M -$246K -1,039 -2%
CCWA
615
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.7M +$1.66M +7,017 +19%
OFS
616
OneAscent Financial Services
Alabama
$10.7M +$34.4K +145 +0.3%
SWM
617
SigFig Wealth Management
California
$10.6M -$1.1M -4,869 -9%
MCA
618
Maryland Capital Advisors
Maryland
$10.6M -$142K -600 -1%
SS
619
Simplicity Solutions
Minnesota
$10.6M -$2.51M -10,600 -19%
BFP
620
Briaud Financial Planning
Texas
$10.5M +$2.45M +10,339 +31%
MWA
621
Monograph Wealth Advisors
California
$10.4M +$2.95M +12,419 +39%
SMI
622
Shelter Mutual Insurance
Missouri
$10.4M -$700K -2,950 -6%
CIC
623
Carnegie Investment Counsel
Ohio
$10.3M +$1.72M +7,271 +20%
LWM
624
Liberty Wealth Management
California
$10.3M -$188M -42,202 -95%
LFA
625
LifeGuide Financial Advisors
Pennsylvania
$10.3M -$3.19M -13,446 -24%
23 24
25
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