Vanguard Total Stock Market ETF Sees Inflows Amid Weekly Decline

Vanguard Total Stock Market ETF ( $VTI ) has fallen by 2.77% in the past week. It has experienced a 5-day net inflow of $3.66 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation shares slipped about 3.8% this week despite a blockbuster GTC 2026, where CEO Jensen Huang projected $1 trillion in revenue from upcoming Blackwell and Rubin chips by 2027. Wolfe Research called the pullback “too cheap to ignore,” highlighting potential EPS of up to $14 and noting the stock trades at roughly 13 times bull‑case earnings, with Wall Street targets implying more than 50% upside.

  At the same time, Nvidia was pulled into two controversies: a U.S. export‑control case involving Super Micro insiders allegedly smuggling Nvidia‑based AI servers to China, and a $20 billion Groq technology deal now under antitrust scrutiny. While Nvidia denies wrongdoing and says Groq remains independent, regulators worry its growing control over AI hardware and inference tools could further entrench its dominance and curb competition.

• Apple Inc gained fresh momentum as iPhone 17 sales in China jumped 23% in the first nine weeks of the year, sharply outperforming a 4% decline in the broader market. On a high‑profile trip to mark Apple’s 50th anniversary, CEO Tim Cook underscored China’s strategic role while Apple trimmed App Store commissions on the mainland to as low as 12% for smaller developers, choosing to absorb margin pressure rather than raise local iPhone prices.

  App Store revenue growth has slowed to roughly 7% quarter‑to‑date, with softness in the U.S. and Japan offset by gains in China, but production of around 52 million iPhones this quarter suggests shipments will beat market expectations. Analysts see the combination of stronger Chinese demand, disciplined pricing, and robust device output as support for Apple’s status as a core long‑term holding, maintaining a Moderate Buy rating and price targets that imply more than 22% upside for the stock.

• Microsoft spent the week recalibrating its data‑center strategy and consumer‑gaming outlook while investors weighed regulatory and security risks. The company scrapped nondisclosure agreements around new data‑center projects and moved to unwind existing NDAs, aiming to rebuild public trust in communities wary of opaque infrastructure deals, a shift that briefly pushed the shares down about 1.5% but could ease local resistance to the cloud and AI build‑out it depends on.

  On the consumer side, new gameplay footage of Crimson Desert showcased a visible performance gap between Xbox Series X and the cheaper Series S, raising questions about how long the lower‑end console can keep pace with demanding titles, even as Microsoft pushes deeper into Japan’s games market via its ID@Xbox indie program. Security also stayed in focus after a critical SharePoint flaw, patched in supported versions but lingering elsewhere, drew scrutiny, yet Wall Street remains strongly bullish with a Strong Buy consensus and average targets pointing to more than 50% upside for MSFT.