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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 %
CFD
1876
Creative Financial Designs
Indiana
$676K +$78.3K +330 +13%
VCM
1877
Vision Capital Management
Oregon
$674K +$674K +2,843 New
AFS
1878
AFG Fiduciary Services
Massachusetts
$672K – – –
BONH
1879
Bank of New Hampshire
New Hampshire
$671K – – –
HG
1880
Harbor Group
New Hampshire
$670K +$113K +475 +20%
FA
1881
Fermata Advisors
California
$667K -$17.3K -73 -3%
MW
1882
Maia Wealth
Colorado
$666K +$666K +2,807 New
NEPPG
1883
New England Professional Planning Group
Rhode Island
$665K – – –
SCM
1884
Seascape Capital Management
New Hampshire
$665K -$106K -447 -14%
AIA
1885
Armor Investment Advisors
North Carolina
$664K +$474 +2 +0.1%
LAIC
1886
Lederer & Associates Investment Counsel
California
$664K +$664K +2,799 New
PCM
1887
Pointe Capital Management
Michigan
$664K -$22.3K -94 -3%
WIM
1888
Wittenberg Investment Management
Massachusetts
$664K – – –
PWS
1889
Physician Wealth Solutions
Nevada
$659K +$659K +2,780 New
FFO
1890
Fortitude Family Office
Arizona
$659K +$659K +2,777 New
SCM
1891
Shorepath Capital Management
Utah
$659K +$659K +2,777 New
CPA
1892
Capital Planning Advisors
California
$658K +$237 +1 +0%
DA
1893
Detalus Advisors
Missouri
$657K -$46.3K -195 -7%
C
1894
CEDRUS
Colorado
$656K +$104K +438 +19%
JWM
1895
JGP Wealth Management
Oregon
$655K -$949 -4 -0.1%
SFP
1896
Sandbox Financial Partners
Maryland
$654K +$216K +910 +49%
AWA
1897
Alaska Wealth Advisors
Alaska
$654K – – –
KFA
1898
Kelleher Financial Advisors
New York
$648K -$3.32K -14 -0.5%
DE
1899
Day & Ennis
Georgia
$647K +$4.27K +18 +0.7%
WA
1900
WP Advisors
California
$646K +$417K +1,759 +182%
74 75
76
77 78