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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 %
LWMT
801
Legacy Wealth Management (Tennessee)
Tennessee
$6.4M – – –
BFS
802
Bradley Foster & Sargent
Connecticut
$6.39M +$3.25M +13,703 +104%
CFGF
803
Compass Financial Group (Florida)
Florida
$6.32M +$19.5K +82 +0.3%
BWM
804
BNC Wealth Management
Oregon
$6.32M +$2.95M +12,443 +88%
CFM
805
Comprehensive Financial Management
California
$6.31M -$60K -253 -0.9%
FWM
806
Fairhaven Wealth Management
Illinois
$6.3M -$10.7K -45 -0.2%
CG
807
CFO4Life Group
Texas
$6.28M -$33.9K -143 -0.5%
WE
808
Wealth Effects
Massachusetts
$6.27M -$102K -429 -2%
HFA
809
Highland Financial Advisors
New Jersey
$6.26M +$953K +4,019 +18%
CT
810
Cambridge Trust
Massachusetts
$6.24M +$155K +653 +3%
FWCM
811
Ferguson Wellman Capital Management
Oregon
$6.23M +$1.21M +5,100 +24%
KSWWM
812
Keyes Stange & Wooten Wealth Management
Florida
$6.2M +$6.2M +26,157 New
RFP
813
Root Financial Partners
California
$6.17M +$1.67M +7,025 +37%
MC
814
Mathes Company
New York
$6.17M +$52.2K +220 +0.9%
CA
815
Claro Advisors
Massachusetts
$6.14M +$587K +2,476 +11%
FNFDCM
816
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.11M +$213K +898 +4%
LSA
817
L & S Advisors
California
$6.11M -$337K -1,421 -5%
TCA
818
Transcend Capital Advisors
New Jersey
$6.09M +$554K +2,337 +10%
RF
819
RHS Financial
California
$6.07M +$702K +2,959 +13%
BTIM
820
BancFirst Trust & Investment Management
Oklahoma
$6.06M +$5.39M +22,633 +803%
CWP
821
Cyndeo Wealth Partners
Florida
$6.05M -$1.05M -4,422 -15%
SWM
822
Spire Wealth Management
Virginia
$6.04M +$941K +3,929 +18%
AWC
823
Abundance Wealth Counselors
Pennsylvania
$6.02M -$195K -823 -3%
KA
824
Kovack Advisors
Florida
$6.01M -$12.6K -53 -0.2%
RPGK
825
Retirement Planning Group (Kansas)
Kansas
$6M +$370K +1,558 +7%
31 32
33
34 35