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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 %
MCP
2226
Mirador Capital Partners
California
$360K – – –
CFP
2227
Cypress Financial Planning
New Jersey
$360K -$48.9K -210 -12%
OFA
2228
Onyx Financial Advisors
Idaho
$360K +$237 +1 +0.1%
TFA
2229
Teamwork Financial Advisors
Texas
$359K -$91.1K -384 -20%
ISL
2230
Ingalls & Snyder LLC
New York
$358K +$358K +1,511 New
QPWM
2231
Quadrant Private Wealth Management
Pennsylvania
$357K – – –
CWM
2232
Centric Wealth Management
Illinois
$357K +$357K +1,463 New
RPA
2233
Rock Point Advisors
Vermont
$356K -$246K -1,038 -41%
CFO
2234
Collective Family Office
Pennsylvania
$356K – – –
CFG
2235
Cooper Financial Group
California
$354K +$67.6K +285 +24%
Retirement Systems of Alabama
2236
Retirement Systems of Alabama
Alabama
$353K +$46.3K +195 +15%
AC
2237
AWM Capital
Arizona
$353K +$4.98K +21 +1%
PCMF
2238
Private Capital Management (Florida)
Florida
$353K – – –
AWM
2239
Affinity Wealth Management
Delaware
$351K – – –
HS
2240
Horan Securities
United States
$351K +$31.8K +134 +10%
SWC
2241
Spectrum Wealth Counsel
Indiana
$351K +$351K +1,480 New
TCMP
2242
Thrive Capital Management (Pennsylvania)
Pennsylvania
$350K +$350K +1,476 New
GSIAS
2243
Garden State Investment Advisory Services
New Jersey
$349K +$349K +1,472 New
PPW
2244
Pasadena Private Wealth
California
$348K -$3.08K -13 -0.9%
BFA
2245
Beacon Financial Advisory
Ohio
$347K +$110K +463 +46%
BIM
2246
Baldwin Investment Management
Pennsylvania
$347K +$712 +3 +0.2%
FC
2247
Fusion Capital
South Carolina
$346K +$9.25K +39 +3%
WW
2248
Waterfront Wealth
Kansas
$344K +$15.2K +64 +5%
TWM
2249
Thrive Wealth Management
Pennsylvania
$343K -$6.88K -29 -2%
EA
2250
Ellsworth Advisors
Ohio
$342K +$237 +1 +0.1%
88 89
90
91 92