Markets VTI

See Which Recent 13F Filers Hold VTI

At Holdings Channel, we have reviewed the latest batch of the 51 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Vanguard Index Funds - Vanguard Total Stk Mkt ETF (Symbol: VTI) was held by 27 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in VTI positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Silver Lake Advisory LLC Existing +11,966+$2,411
DT Investment Partners LLC Existing +590,506+$51,444
Philip James Wealth Mangement LLC Existing -1,150+$1,147
Guardsman Private Capital Management Inc. Existing -460+$6,157
Great Hill Capital LLC Existing +9,423+$1,008
Kingswood Wealth Advisors LLC Existing -2,128+$2,416
Wrenne Financial Planning LLC Existing +4,022+$9,818
Peoples Bank OH Existing +131,157+$8,449
Summit Wealth & Retirement Planning Inc. Existing +54,303+$12,424
Ashton Thomas Securities LLC Existing +20,338+$4,158
GLR Partners LLC NEW +881+$326
Venture Visionary Partners LLC Existing +567+$4,235
WoodTrust Financial Corp Existing -981+$559
Woodmont Investment Counsel LLC Existing +1,254,406+$232,771
Atwater Malick LLC NEW +8,965+$2,208
Detalus Advisors LLC Existing -230+$8
Concurrent Investment Advisors LLC Existing +114,701+$51,081
Hilton Head Capital Partners LLC Existing UNCH+$8
Family Office Research LLC Existing +98+$142
Centennial Advisors LLC Existing -1,667-$453
Vistica Wealth Advisors LLC Existing +802+$353
Diversified Investment Strategies LLC Existing UNCH+$60
Koshinski Asset Management Inc. Existing +578,718+$126,863
M Wealth Management LLC Existing +4+$63
Compass Planning Associates Inc Existing -16+$497
Oceanside Advisors LLC Existing +878+$357
Capital Investment Counsel Inc Existing +1,613+$391
Aggregate Change: +2,776,716+$518,901

In terms of shares owned, we count 16 of the above funds having increased existing VTI positions from 03/31/2026 to 06/30/2026, with 7 having decreased their positions and 2 new positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the VTI share count in the aggregate among all of the funds which held VTI at the 06/30/2026 reporting period (out of the 2,527 we looked at in total). We then compared that number to the sum total of VTI shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for VTI. We found that between these two periods, funds reduced their holdings by 65,633,265 shares in the aggregate, from 85,166,846 down to 19,533,581 for a share count decline of approximately -77.06%. The overall top three funds holding VTI on 06/30/2026 were:

»FundShares of VTI Held
1.Narodna banka Slovenska 5,605,604
2.Foster Group Inc. 1,414,063
3.Wealthcare Capital Management LLC 1,036,575
4-10Find out the full Top 10 Hedge Funds Holding VTI»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Vanguard Index Funds - Vanguard Total Stk Mkt ETF (Symbol: VTI).

10 S&P 500 Components Hedge Funds Are Buying »

Further VTI Research:

BNK Invest
BNK Invest Inc. provides investment services and information. BNK Invest owns and operates a market news family of websites including DividendChannel, ETFChannel, StockOptionsChannel, and others, which make up an investor community featuring stock message boards, ratings, research, and strategies. BNK Invest caters to investing firms and individual investors internationally.
VTI market cap history VTI Historical Stock Prices Best Closed End Funds More articles by this source
Stocks Mentioned

Latest Articles

Data is currently not available