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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 %
FFM
2251
Flagstone Financial Management
Nebraska
$341K +$341K +1,438 New
DWM
2252
Dopkins Wealth Management
New York
$341K -$86.1K -363 -20%
LA
2253
Lynch & Associates
Indiana
$339K – – –
ZIC
2254
ZWJ Investment Counsel
Georgia
$339K -$7.12K -30 -2%
B
2255
Bensler
Washington
$339K -$24K -101 -7%
FA
2256
Financial Advisors
Massachusetts
$337K +$1.42K +6 +0.4%
GIA
2257
Goodwin Investment Advisory
Georgia
$337K -$9.01K -38 -3%
NB
2258
Northwest Bancshares
Pennsylvania
$334K – – –
LFG
2259
Lockerman Financial Group
California
$333K +$31.8K +134 +11%
CFCI
2260
Comprehensive Financial Consultants Institutional
Indiana
$329K -$14K -59 -4%
CCA
2261
Conservest Capital Advisors
Pennsylvania
$329K – – –
BWA
2262
Burt Wealth Advisors
Maryland
$329K – – –
GWAM
2263
Guardian Wealth Advisors (Minnesota)
Minnesota
$328K +$35.6K +150 +12%
EWA
2264
Encompass Wealth Advisors
Oregon
$328K +$10.2K +43 +3%
PFG
2265
Prosperity Financial Group
California
$327K – – –
TFP
2266
Triune Financial Partners
Kansas
$326K +$3.8K +16 +1%
CPG
2267
Cornerstone Planning Group
New Jersey
$326K -$153K -646 -32%
HI
2268
Harper Investing
California
$326K -$1.19K -5 -0.4%
FMC
2269
First Merchants Corp
Indiana
$325K -$19K -80 -6%
SSWM
2270
Strait & Sound Wealth Management
California
$324K +$9.38K +40 +3%
FA
2271
Fagan Associates
New York
$323K +$1.9K +8 +0.6%
LFA
2272
Lauterbach Financial Advisors
Texas
$322K +$4.03K +17 +1%
AWMNH
2273
Arcadia Wealth Management (New Hampshire)
New Hampshire
$321K -$562K -2,368 -64%
FPCG
2274
Forum Private Client Group
Indiana
$320K +$320K +1,348 New
AA
2275
Addison Advisors
Vermont
$320K +$39.6K +167 +14%
89 90
91
92 93