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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 %
AI
826
Accredited Investors
Minnesota
$6M -$248K -1,044 -4%
WTB
827
Washington Trust Bank
Washington
$5.99M +$117K +495 +2%
EWM
828
Evergreen Wealth Management
Michigan
$5.98M +$330K +1,390 +6%
SPIA
829
Strategic Point Investment Advisors
Rhode Island
$5.96M -$131K -554 -2%
CI
830
CX Institutional
Indiana
$5.95M -$2.09M -8,823 -26%
GTAM
831
Global Trust Asset Management
Florida
$5.95M -$395K -1,666 -6%
VST
832
Van Strum & Towne
California
$5.91M -$50.3K -212 -0.8%
RBC
833
Romano Brothers & Co
Illinois
$5.89M +$168K +710 +3%
DWM
834
Dogwood Wealth Management
Kansas
$5.88M +$5.88M +24,767 New
RGC
835
Roberts, Glore & Co
Illinois
$5.86M -$3.74M -15,745 -39%
TC
836
TownSquare Capital
Utah
$5.85M -$2.39M -10,092 -29%
RWRC
837
R.W. Roge & Company
New York
$5.84M -$75.2K -317 -1%
CWM
838
Congress Wealth Management
Massachusetts
$5.81M +$3.37M +14,218 +138%
AFO
839
Arrowroot Family Office
California
$5.79M -$1.18M -4,993 -17%
BFPW
840
BOK Financial Private Wealth
Colorado
$5.76M -$1.37M -5,759 -19%
MWA
841
Midland Wealth Advisors
Illinois
$5.74M +$5.74M +24,190 New
SAM
842
S.A. Mason
Michigan
$5.73M -$394K -1,662 -6%
CGPCS
843
Capital Group Private Client Services
California
$5.73M -$589K -2,481 -9%
DC
844
Davenport & Co
Virginia
$5.72M +$2.18M +9,178 +61%
RIG
845
Ramiah Investment Group
Wisconsin
$5.71M +$222K +934 +4%
CMBA
846
C.M. Bidwell & Associates
Hawaii
$5.71M +$57.9K +244 +1%
GEA
847
Glen Eagle Advisors
New Jersey
$5.68M +$332K +1,400 +6%
GP
848
Girard Partners
Pennsylvania
$5.68M -$135K -569 -2%
OPCM
849
Osborne Partners Capital Management
California
$5.68M +$206K +868 +4%
GA
850
Greenspring Advisors
Maryland
$5.68M +$1.19M +5,017 +27%
32 33
34
35 36