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Vanguard Total Stock Market ETF
VTI

Overview Fund Activity

2,665 hedge funds and large institutions have $113B invested in Vanguard Total Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 370 funds opening new positions, 1,098 increasing their positions, 881 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,665
Holders Change
+274
Holders Change %
+11.46%
% of All Funds
39.07%
Holding in Top 10
578
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+13.78%
% of All Funds
8.47%
New
370
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
$5.66B
2
Vanguard Group
Vanguard Group
Pennsylvania
$9.23B
3
MIS
Morningstar Investment Services
Illinois
$1.56B
4
RIM
Rakuten Investment Management
Japan
$9.34B
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
$603M
2
LWM
Liberty Wealth Management
California
$10.3M
3
US Bancorp
US Bancorp
Minnesota
$4.5B
4
Osaic Holdings
Osaic Holdings
Arizona
$662M
5
SIM
Symetra Investment Management
Connecticut
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
Sendero Wealth Management
Texas
$126M -$1.39M -5,839 -1%
AWM
102
AE Wealth Management
Kansas
$125M -$541K -2,233 -0.4%
Stifel Financial
103
Stifel Financial
Missouri
$125M -$9.22M -38,852 -7%
AG
104
AlTi Global
New York
$122M +$122M +515,120 New
TA
105
TruWealth Advisors
Louisiana
$121M +$2.17M +9,164 +2%
UOMF
106
University of Massachusetts Foundation
Massachusetts
$119M – – –
BIAS
107
Beacon Investment Advisory Services
New Jersey
$118M +$5.22K +22 +0%
AP
108
Agilis Partners
Massachusetts
$118M +$21.4M +90,387 +22%
Focus Partners Wealth
109
Focus Partners Wealth
Massachusetts
$117M +$117M +491,784 New
ZF
110
Zhang Financial
Michigan
$117M -$427K -1,798 -0.4%
MAWA
111
Moss Adams Wealth Advisors
Washington
$116M +$116M +488,915 +40,574%
CTC
112
Chai Trust Company
Illinois
$116M +$3.23M +13,618 +3%
FNBTCON
113
First National Bank & Trust Co of Newtown
Pennsylvania
$116M -$961K -4,050 -0.8%
CIA
114
Compass Ion Advisors
Pennsylvania
$116M -$3.43M -14,465 -3%
DADC
115
D.A. Davidson & Co
Montana
$115M +$2.68M +11,307 +2%
KAM
116
Kensington Asset Management
Texas
$114M +$114M +482,670 New
AA
117
ALPS Advisors
Colorado
$112M -$1.37M -5,755 -1%
LPT
118
Legacy Private Trust
Wisconsin
$112M +$27M +113,902 +32%
RMC
119
Regis Management Company
California
$111M -$3.31M -13,949 -3%
CPCM
120
Cardinal Point Capital Management
Ontario, Canada
$110M -$3.57M -15,067 -3%
CPA
121
Cardiff Park Advisors
California
$110M +$1.81M +7,633 +2%
SIM
122
Symetra Investment Management
Connecticut
$109M -$159M -670,796 -59%
LC
123
Lindbrook Capital
California
$107M +$4.42M +18,625 +4%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$106M +$11.1M +46,666 +12%
BWL
125
Beacon Wealthcare LLC
North Carolina
$106M +$370K +1,561 +0.4%
3 4
5
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