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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 %
DDC
1926
DF Dent & Co
Maryland
$620K – – –
OWMIAS
1927
One Wealth Management Investment & Advisory Services
Florida
$620K +$620K +2,613 New
Tudor Investment Corp
1928
Tudor Investment Corp
Connecticut
$618K +$618K +2,605 New
OWM
1929
Orgel Wealth Management
Wisconsin
$617K +$1.42K +6 +0.2%
MBTD
1930
Mechanics Bank - Trust Department
California
$617K – – –
DAM
1931
Derbend Asset Management
Georgia
$615K -$10.2K -43 -2%
AMCA
1932
Arthur M. Cohen & Associates
Illinois
$614K -$23.5K -99 -4%
RA
1933
Riverstone Advisors
Texas
$611K – – –
AF
1934
Aldebaran Financial
$611K -$2.61K -11 -0.4%
FA
1935
FDx Advisors
Illinois
$610K -$1.19K -5 -0.2%
JWM
1936
Jackson Wealth Management
Florida
$607K – – –
PRWA
1937
Platte River Wealth Advisors
Colorado
$606K +$295K +1,243 +95%
SPC
1938
Stewart & Patten Company
California
$606K +$253K +1,065 +71%
CWM
1939
Core Wealth Management
Florida
$606K +$162K +681 +36%
CWP
1940
Curated Wealth Partners
California
$605K -$107K -450 -15%
TWM
1941
Tradition Wealth Management
Minnesota
$604K +$117K +492 +24%
EWA
1942
Evolution Wealth Advisors
Florida
$604K – – –
APIM
1943
Agate Pass Investment Management
Washington
$603K +$50.3K +212 +9%
SEP
1944
Southland Equity Partners
Missouri
$602K +$474 +2 +0.1%
AF
1945
Apollon Financial
South Carolina
$602K +$602K +2,536 New
PWC
1946
PYA Waltman Capital
Tennessee
$598K – – –
DWP
1947
Daymark Wealth Partners
Ohio
$598K – – –
RFA
1948
Register Financial Advisors
Georgia
$597K +$1.42K +6 +0.2%
HTIM
1949
Harbour Trust & Investment Management
Indiana
$596K +$596K +2,512 New
BWM
1950
Birchcreek Wealth Management
Ohio
$595K -$474 -2 -0.1%
76 77
78
79 80