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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 %
MFG
2351
MidWestOne Financial Group
Iowa
$275K – – –
EWA
2352
Elevate Wealth Advisory
Georgia
$274K +$274K +1,157 New
DWM
2353
Darwin Wealth Management
Florida
$273K -$352K -1,483 -56%
RCG
2354
Regatta Capital Group
California
$270K +$18.3K +77 +7%
PRI
2355
Prepared Retirement Institute
Pennsylvania
$270K +$270K +1,139 New
WAM
2356
Walker Asset Management
Missouri
$270K – – –
CCB
2357
Cutter & Co Brokerage
Missouri
$269K +$474 +2 +0.2%
LA
2358
Lifeworks Advisors
Michigan
$269K -$4.27K -18 -2%
WMP
2359
Wealth Management Partners
Arizona
$269K +$474 +2 +0.2%
WF
2360
Welch & Forbes
Massachusetts
$269K – – –
PCS
2361
Private Client Services
Kentucky
$269K +$269K +1,133 New
FF
2362
Financial Futures
New Jersey
$269K +$1.19K +5 +0.4%
UA
2363
Unison Advisors
District of Columbia
$268K +$268K +1,132 New
GWMR
2364
GC Wealth Management RIA
Massachusetts
$268K +$268K +1,130 New
PFA
2365
Pinnacle Family Advisors
Missouri
$267K – – –
BMM
2366
Buffington Mohr McNeal
Idaho
$267K -$9.96K -42 -4%
TA
2367
TrueWealth Advisors
Alabama
$265K +$265K +1,118 New
BIM
2368
Bridges Investment Management
Nebraska
$265K +$265K +1,117 New
HF
2369
Halpern Financial
Virginia
$265K +$257K +1,103 +3,558%
GWCM
2370
Godshalk Welsh Capital Management
Pennsylvania
$265K – – –
NCM
2371
Nelson Capital Management
California
$264K +$264K +1,114 New
S4W
2372
Solutions 4 Wealth
Texas
$264K +$264K +1,113 New
GFP
2373
Guardian Financial Partners
California
$263K – – –
HC
2374
Hamilton Capital
Ohio
$262K -$4.75K -20 -2%
MKA
2375
M. Kulyk & Associates
Georgia
$262K -$156K -659 -37%
93 94
95
96 97