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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 %
WP
1826
WealthShield Partners
North Carolina
$748K -$164K -692 -18%
CNFG
1827
Creegan & Nassoura Financial Group
New Hampshire
$745K – – –
CPCP
1828
Cedar Point Capital Partners
Iowa
$745K +$745K +3,140 New
CJ
1829
Caitlin John
Michigan
$745K +$745K +3,140 New
MWP
1830
Meredith Wealth Planning
Illinois
$745K -$712 -3 -0.1%
SWM
1831
Salvus Wealth Management
New Jersey
$743K -$58.6K -247 -7%
BSI
1832
Bennett Selby Investments
Maine
$742K – – –
SIA
1833
Sage Investment Advisers
New York
$742K -$46.5K -196 -6%
MWA
1834
Meridian Wealth Advisors
Texas
$737K +$71.4K +301 +11%
FGAM
1835
Financial Gravity Asset Management
Texas
$736K +$692K +665 +1,583%
WWM
1836
Wiser Wealth Management
Georgia
$736K -$1.67M -7,176 -69%
PWA
1837
Pillar Wealth Advisors
Pennsylvania
$736K +$6.64K +28 +0.9%
CA
1838
Carson Advisory
Georgia
$734K +$18.3K +77 +3%
TCBWMS
1839
Texas Capital Bank Wealth Management Services
Texas
$734K -$67.8K -286 -8%
VCM
1840
Virtue Capital Management
Tennessee
$733K +$86.9K +373 +13%
CWM
1841
Certus Wealth Management
California
$731K -$10.2K -43 -1%
HSWM
1842
Hubbell Strickland Wealth Management
Louisiana
$730K -$30.8K -130 -4%
CCA
1843
Cora Capital Advisors
New Jersey
$727K +$224K +946 +45%
GSC
1844
Ground Swell Capital
South Carolina
$723K +$420K +1,771 +139%
LA
1845
LVW Advisors
New York
$720K +$7.12K +30 +1%
IIC
1846
Ironwood Investment Counsel
Arizona
$719K -$823K -3,467 -53%
AWA
1847
Aaron Wealth Advisors
Illinois
$715K – – –
BOS
1848
Bank of Stockton
California
$711K +$124K +517 +21%
First Trust Advisors
1849
First Trust Advisors
Illinois
$710K +$710K +2,992 New
AssetMark Inc
1850
AssetMark Inc
California
$701K +$264K +1,113 +60%
72 73
74
75 76