Vanguard Total Stock Market ETF Faces Outflows Amid Tech Volatility

Vanguard Total Stock Market ETF ( $VTI ) has fallen by 1.43% in the past week. It has experienced a 5-day net outflow of $2.08 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation drew fresh enthusiasm as Wolfe Research’s Chris Caso reiterated a Buy rating and $275 target, seeing over 60% upside driven by newly unveiled Rubin Ultra Pods for next‑generation “agentic AI” data centers. Each pod could contain about $150 million of Nvidia hardware and, if shipped at CEO Jensen Huang’s suggested pace, may push long‑term revenues well beyond current forecasts.
• Apple Inc moved to repair its AI deficit by hiring ex‑Alphabet executive Lilian Rincon as vice‑president of AI product marketing and preparing a revamped Siri powered by Alphabet’s Gemini model, with a high‑profile launch expected at June’s developer conference. While Intel’s Wildcat Lake budget laptops may pressure Apple’s upcoming MacBook Neo in value tiers, analysts still see over 20% upside for AAPL as deeper AI integration could reignite iPhone and Mac demand.
• Microsoft suffered its steepest slump since 2009, with shares down roughly a quarter year‑to‑date and about a third below their 2025 peak amid worries over heavy AI data‑center spending, Azure competition, and slower uptake of Copilot and Microsoft 365. Yet Wall Street and top investors largely frame the pullback as a buying opportunity, pointing to Microsoft’s entrenched enterprise ecosystem, strong balance sheet, ongoing cost controls such as selective hiring freezes, and a consensus price target near $583 that implies about 60% upside.