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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 %
CAAM
1851
Cornerstone Advisors Asset Management
Pennsylvania
$700K +$475 +2 +0.1%
SPAS
1852
Spectrum Planning & Advisory Services
California
$700K +$116K +490 +20%
VF
1853
VitalStone Financial
Texas
$700K -$15.9K -67 -2%
MWM
1854
Melfa Wealth Management
Massachusetts
$698K +$475 +2 +0.1%
EFP
1855
Envision Financial Planning
Tennessee
$695K +$3.08K +13 +0.4%
VHAM
1856
Van Hulzen Asset Management
California
$694K +$288K +1,213 +71%
ATFA
1857
All Terrain Financial Advisors
Minnesota
$694K – – –
WMWM
1858
Whitaker-Myers Wealth Managers
Ohio
$694K -$17.1K -72 -2%
PCM
1859
Pennsylvania Capital Management
Pennsylvania
$693K -$293K -1,237 -30%
SC
1860
Sawyer & Company
Massachusetts
$693K +$60.9K +257 +10%
ACA
1861
Anchor Capital Advisors
Massachusetts
$693K – – –
RWP
1862
Ridgecrest Wealth Partners
California
$693K – – –
SW
1863
SlateStone Wealth
Florida
$690K +$4.98K +21 +0.7%
Members Trust
1864
Members Trust
Florida
$688K -$20.5K -86 -3%
NIC
1865
Northwest Investment Counselors
Oregon
$687K +$474 +2 +0.1%
CW
1866
Channel Wealth
California
$685K -$115K -485 -14%
EIM
1867
Ervin Investment Management
Washington
$683K – – –
SCI
1868
S&CO Inc
Massachusetts
$683K – – –
MM
1869
Meridian Management
Arkansas
$679K +$271K +1,087 +66%
EL
1870
EMFO LLC
Florida
$678K – – –
TFP
1871
Traction Financial Partners
Wyoming
$678K +$678K +2,857 New
FAN
1872
Financial Advisors Network
California
$677K +$258K +1,086 +61%
TCM
1873
Towercrest Capital Management
Pennsylvania
$676K – – –
MWM
1874
Meritas Wealth Management
California
$676K +$676K +2,851 New
AWMG
1875
Alliance Wealth Management Group
New Jersey
$676K +$676K +2,850 New
73 74
75
76 77