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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 %
CF
1951
Clarity Financial
Texas
$593K +$71.2K +300 +14%
JAFL
1952
Jay A. Fishman Ltd
Michigan
$593K – – –
CWA
1953
CM Wealth Advisors
Ohio
$592K – – –
WHG
1954
Westwood Holdings Group
Texas
$591K +$297K +1,252 +101%
AP
1955
Appleton Partners
Massachusetts
$590K +$11.6K +49 +2%
WIP
1956
WealthCare Investment Partners
Rhode Island
$590K -$28.6K -121 -5%
SIMG
1957
Sonora Investment Management Group
Arizona
$589K +$8.54K +36 +1%
RFP
1958
RCS Financial Planning
Maryland
$587K -$13.5K -57 -2%
PCA
1959
Providence Capital Advisors
North Carolina
$587K -$11.9K -50 -2%
MF
1960
Manchester Financial
California
$586K -$7.59K -32 -1%
LJAC
1961
L.J. Altfest & Co
New York
$585K +$36.3K +153 +7%
BCM
1962
Bienville Capital Management
New York
$584K – – –
FAG
1963
Financial Advisory Group
Texas
$584K – – –
MIOT
1964
Massachusetts Institute of Technology
Massachusetts
$582K +$582K +2,454 New
B
1965
BetterWealth
California
$581K +$332K +1,400 +133%
SWA
1966
SFMG Wealth Advisors
Texas
$580K -$49.8K -210 -8%
BWFA
1967
Baltimore-Washington Financial Advisors
Maryland
$579K -$10.7K -45 -2%
PRS
1968
Pinkerton Retirement Specialists
Idaho
$578K -$27.8K -117 -5%
BAM
1969
Bellevue Asset Management
Washington
$576K -$237 -1 -0%
KWS
1970
Keystone Wealth Services
California
$574K – – –
AA
1971
Apriem Advisors
California
$574K – – –
AWP
1972
Abacus Wealth Partners
California
$573K -$308K -1,297 -35%
GI
1973
Gradient Investments
Minnesota
$573K +$231K +974 +68%
SAA
1974
Southeast Asset Advisors
Georgia
$573K – – –
PWMG
1975
Pinnacle Wealth Management Group
Michigan
$573K +$2.85K +12 +0.5%
77 78
79
80 81