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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 %
BWM
2026
Brickley Wealth Management
California
$519K +$76.4K +322 +17%
SPW
2027
Sonoma Private Wealth
California
$519K – – –
KCM
2028
Kanawha Capital Management
Virginia
$517K +$9.25K +39 +2%
BWP
2029
Barlow Wealth Partners
Kentucky
$516K +$516K +2,175 New
AR
2030
Apeiron RIA
Texas
$515K -$102K -431 -17%
ANB
2031
Amarillo National Bank
Texas
$514K – – –
GIA
2032
GHP Investment Advisors
Colorado
$514K -$58.8K -248 -10%
TRIA
2033
Trail Ridge Investment Advisors
Colorado
$512K -$712 -3 -0.1%
BWM
2034
Baystate Wealth Management
Massachusetts
$512K +$47K +198 +10%
GFA
2035
Gallagher Fiduciary Advisors
Illinois
$510K -$72.6K -306 -12%
OIA
2036
Optimum Investment Advisors
Illinois
$510K – – –
PW
2037
Peninsula Wealth
California
$508K +$508K +2,143 New
WAG
2038
Wheelhouse Advisory Group
Missouri
$503K +$503K +2,121 New
CCA
2039
Clearwater Capital Advisors
Illinois
$503K +$2.37K +10 +0.5%
CCM
2040
Chilton Capital Management
Texas
$502K – – –
FSWA
2041
Financial Synergies Wealth Advisors
Texas
$501K +$50.9K +266 +11%
AWAP
2042
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$501K +$501K +2,110 New
VP
2043
Verum Partners
North Carolina
$497K +$164K +690 +49%
PCMC
2044
Paragon Capital Management (Colorado)
Colorado
$496K +$496K +2,092 New
AEPWM
2045
Atlantic Edge Private Wealth Management
Florida
$494K +$494K +2,083 New
RWPA
2046
Richard W. Paul & Associates
Michigan
$494K +$23.2K +98 +5%
SWA
2047
Strata Wealth Advisors
Texas
$493K +$112K +471 +29%
GA
2048
Goldstein Advisors
Wisconsin
$493K -$570K -2,402 -54%
CCA
2049
Childress Capital Advisors
Texas
$492K +$237 +1 +0%
SFG
2050
Sovereign Financial Group
Connecticut
$491K +$7.12K +30 +1%
80 81
82
83 84