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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 %
CFS
1701
CRA Financial Services
New Jersey
$943K -$23.7K -100 -2%
TAM
1702
Tucker Asset Management
Colorado
$938K +$214K +903 +30%
KFI
1703
Key Financial Inc
Pennsylvania
$938K – – –
TPWM
1704
Twelve Points Wealth Management
Massachusetts
$937K +$158K +667 +20%
EWM
1705
EPG Wealth Management
Georgia
$937K -$127K -520 -12%
FWM
1706
FSA Wealth Management
Massachusetts
$936K -$63.1K -266 -6%
NPT
1707
Nixon Peabody Trust
Massachusetts
$933K – – –
ICM
1708
IMS Capital Management
Oregon
$931K +$84.2K +355 +10%
SRWM
1709
Shira Ridge Wealth Management
California
$928K -$7.83K -33 -0.8%
VF
1710
Vawter Financial
Ohio
$924K +$250K +1,053 +37%
KFSC
1711
Keystone Financial Services (Colorado)
Colorado
$923K -$115K -484 -11%
VDBMI
1712
Van Den Berg Management I
Texas
$922K -$80.2K -338 -8%
USB
1713
Union Savings Bank
Connecticut
$921K -$78.5K -331 -8%
CF
1714
Centaurus Financial
California
$921K +$77.8K +328 +9%
SAM
1715
Sequent Asset Management
Texas
$921K +$539K +2,273 +141%
MIM
1716
Macroview Investment Management
Maryland
$920K -$3.8K -16 -0.4%
HAC
1717
Harbor Advisory Corp
New Hampshire
$920K -$40.3K -170 -4%
FC
1718
Financial Council
Maryland
$918K +$75.4K +318 +9%
GI
1719
GAMMA Investing
California
$916K +$916K +3,818 New
PWP
1720
Pursue Wealth Partners
California
$915K – – –
GBT
1721
Grove Bank & Trust
Florida
$912K – – –
AL
1722
ACAS LLC
California
$911K +$300K +1,264 +49%
EA
1723
Everpar Advisors
Oklahoma
$907K +$907K +3,823 New
KTM
1724
Keeler Thomas Management
Utah
$905K -$135K -570 -13%
DWS
1725
Discipline Wealth Solutions
South Carolina
$903K +$903K +3,684 New
67 68
69
70 71