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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 %
WFAG
1501
Wescott Financial Advisory Group
Pennsylvania
$1.35M +$312K +1,314 +30%
FWP
1502
Falcon Wealth Planning
California
$1.35M +$269K +1,133 +25%
GA
1503
Greytown Advisors
Florida
$1.35M – – –
MFG
1504
Magnus Financial Group
New York
$1.35M +$190K +801 +16%
FBB
1505
Fulton Breakefield Broenniman
Maryland
$1.35M +$339K +1,431 +34%
SGI
1506
Summit Global Investments
Utah
$1.34M +$297K +1,251 +28%
EFM
1507
Eley Financial Management
Vermont
$1.34M -$194K -818 -13%
SWM
1508
Silverlake Wealth Management
Vermont
$1.34M +$48.9K +206 +4%
MWPCG
1509
Measured Wealth Private Client Group
New Hampshire
$1.34M +$29.4K +124 +2%
HCA
1510
Harbour Capital Advisors
Virginia
$1.34M – – –
EHC
1511
Everett Harris & Co
California
$1.34M -$15.4K -65 -1%
TA
1512
TKG Advisors
Indiana
$1.33M -$218K -917 -14%
TWP
1513
TFO Wealth Partners
Ohio
$1.33M +$9.73K +41 +0.7%
GC
1514
Guidance Capital
Kentucky
$1.32M +$197K +838 +18%
LFA
1515
LGT Financial Advisors
Texas
$1.32M -$237 -1 -0%
RG
1516
Retirement Group
California
$1.32M – – –
SWM
1517
SFG Wealth Management
Maryland
$1.32M +$147K +619 +13%
LFWA
1518
LBJ Family Wealth Advisors
Texas
$1.32M -$55K -232 -4%
ST
1519
Spinnaker Trust
Maine
$1.31M -$35.1K -148 -3%
BKA
1520
Brick & Kyle Associates
Pennsylvania
$1.31M +$4.51K +19 +0.3%
AIA
1521
Ally Invest Advisors
North Carolina
$1.3M -$79.5K -335 -6%
W
1522
Wealthquest
Ohio
$1.3M +$139K +585 +12%
SC
1523
Scotia Capital
Ontario, Canada
$1.3M +$419K +1,767 +48%
GWA
1524
Geometric Wealth Advisors
District of Columbia
$1.3M +$235K +992 +22%
C
1525
Covestor
United Kingdom
$1.3M +$17.8K +75 +1%
59 60
61
62 63