VTI icon

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 %
HCP
2001
Holt Capital Partners
Texas
$549K -$20.2K -85 -4%
GC
2002
Gratus Capital
Georgia
$548K -$186K -784 -25%
TSS
2003
Two Sigma Securities
New York
$546K +$546K +2,302 New
VC
2004
Veracity Capital
Georgia
$544K +$1.66K +7 +0.3%
SIC
2005
SJS Investment Consulting
Ohio
$543K +$148K +625 +38%
BCCM
2006
Bridge Creek Capital Management
Massachusetts
$542K -$17.8K -75 -3%
RWA
2007
River Wealth Advisors
Pennsylvania
$540K +$35.6K +150 +7%
TCM
2008
Tandem Capital Management
New Jersey
$539K -$187K -790 -26%
PFA
2009
Petra Financial Advisors
Colorado
$539K – – –
JC
2010
JB Capital
Connecticut
$539K +$44.9K +189 +9%
PIWA
2011
Prevail Innovative Wealth Advisors
Kansas
$538K +$198K +834 +58%
FWP
2012
Firethorn Wealth Partners
Georgia
$538K +$216K +911 +67%
FCB
2013
First County Bank
Connecticut
$536K +$5.22K +22 +1%
FM
2014
Foster & Motley
Ohio
$535K -$6.4K -27 -1%
W
2015
WorthPointe
California
$534K +$534K +2,252 New
PWM
2016
Palumbo Wealth Management
New York
$529K +$9.25K +39 +2%
CP
2017
Capital Planning
Washington
$529K -$22.1K -93 -4%
MG
2018
MilWealth Group
Wisconsin
$528K – – –
NF
2019
Norwood Financial
Pennsylvania
$528K -$21.3K -90 -4%
4WM
2020
4J Wealth Management
Virginia
$527K -$13.3K -56 -2%
TWP
2021
Tower Wealth Partners
Pennsylvania
$527K – – –
MPW
2022
Melone Private Wealth
Michigan
$525K -$42.5K -179 -7%
FGG
2023
Financial Guidance Group
Florida
$524K – – –
SBF
2024
Sara-Bay Financial
Florida
$522K +$476K +20,061 +1,020%
HWM
2025
HighMark Wealth Management
Minnesota
$519K +$54.6K +230 +12%
79 80
81
82 83