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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 %
SPWG
951
Syntegra Private Wealth Group
Missouri
$4.34M -$128K -539 -3%
FFA
952
Fi3 Financial Advisors
Indiana
$4.33M +$1.09M +4,579 +33%
SIAS
953
Summit Investment Advisory Services
Minnesota
$4.32M -$25.1K -106 -0.6%
LGA
954
Lebenthal Global Advisors
New York
$4.31M +$2.06M +8,684 +92%
KWM
955
Kaydan Wealth Management
Michigan
$4.31M -$101K -427 -2%
RA
956
Rockingstone Advisors
Massachusetts
$4.3M +$701K +2,954 +19%
ECM
957
Evergreen Capital Management
Washington
$4.29M +$28.7K +121 +0.7%
SWM
958
SilverOak Wealth Management
Minnesota
$4.28M +$4.28M +18,061 New
BWG
959
Balanced Wealth Group
Ohio
$4.28M +$4.28M +18,042 New
MCA
960
Martin Capital Advisors
Texas
$4.28M +$9.25K +39 +0.2%
TW
961
Traveka Wealth
California
$4.24M +$4.24M +17,878 New
UBV
962
United Bank (Virginia)
Virginia
$4.22M – – –
NGA
963
Naples Global Advisors
Florida
$4.22M -$45.1K -190 -1%
MFT
964
Moisand Fitzgerald Tamayo
Florida
$4.21M -$71.9K -303 -2%
LSA
965
Lion Street Advisors
Texas
$4.2M +$22.1K +93 +0.5%
WC
966
Waterloo Capital
Texas
$4.19M +$3.64M +15,344 +657%
RCAG
967
Rehmann Capital Advisory Group
Michigan
$4.17M -$286K -1,207 -6%
WA
968
Wealthstream Advisors
New York
$4.17M -$200K -842 -5%
WPW
969
Waldron Private Wealth
Pennsylvania
$4.16M +$103K +435 +3%
ATI
970
ARK & TLK Investments
Oklahoma
$4.16M +$4.16M +17,532 New
AFA
971
American Financial Advisors
Georgia
$4.14M +$40.6K +171 +1%
GWP
972
Gateway Wealth Partners
Wisconsin
$4.13M -$75.9K -320 -2%
Luther King Capital Management (LKCM)
973
Luther King Capital Management (LKCM)
Texas
$4.13M -$3.78M – –
AWM
974
Accel Wealth Management
Iowa
$4.12M +$161K +678 +4%
CPA
975
Capital Performance Advisors
California
$4.05M +$79.9K +337 +2%
37 38
39
40 41