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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 %
MSFP
2401
Mark Sheptoff Financial Planning
Connecticut
$248K – – –
AFTS
2402
American Financial & Tax Strategies
New York
$248K +$248K +1,044 New
FW
2403
Fairway Wealth
Ohio
$247K +$247K +1,042 New
IWA
2404
Invera Wealth Advisors
Oregon
$247K +$247K +1,040 New
LFGO
2405
Legacy Financial Group (Oklahoma)
Oklahoma
$245K -$3.56K -15 -1%
FPWM
2406
FSB Premier Wealth Management
Iowa
$244K -$4.51K -19 -2%
4WM
2407
49 Wealth Management
Texas
$244K +$244K +1,029 New
MFG
2408
Mendota Financial Group
Wisconsin
$244K +$212K +895 +668%
CCP
2409
Clarity Capital Partners
California
$244K +$244K +1,028 New
GSC
2410
G&S Capital
Colorado
$243K +$2.85K +12 +1%
PMG
2411
Private Management Group
California
$242K – – –
ACM
2412
Arcataur Capital Management
Wisconsin
$242K – – –
CFS
2413
Commonwealth Financial Services
West Virginia
$242K +$474 +2 +0.2%
FSA
2414
Financial Security Advisor
Virginia
$242K -$86.1K -363 -26%
WA
2415
WESPAC Advisors
California
$242K +$5.93K +25 +3%
CAS
2416
Coppell Advisory Solutions
Texas
$241K -$129K -543 -35%
MPCA
2417
Madison Park Capital Advisors
Washington
$241K +$241K +1,014 New
PWMG
2418
Pioneer Wealth Management Group
Texas
$238K +$238K +1,004 New
WSCM
2419
Wellington Shields Capital Management
New York
$237K – – –
LI
2420
LVZ Inc
Michigan
$237K – – –
EP
2421
EPIQ Partners
Minnesota
$237K +$1.19K +5 +0.5%
JC
2422
JBF Capital
Colorado
$237K – – –
Toronto Dominion Bank
2423
Toronto Dominion Bank
Ontario, Canada
$237K – – –
FPFS
2424
First Personal Financial Services
North Carolina
$237K – – –
BAM
2425
Bosun Asset Management
Illinois
$237K – – –
95 96
97
98 99