Vanguard Total Stock Market ETF Sees Strong Inflows Amid AI Rally

Vanguard Total Stock Market ETF ( $VTI ) has risen by 1.22% in the past week. It has experienced a 5-day net inflow of $1.09 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation dominated headlines as its blowout Q1 FY2027 results fueled a broader Wall Street AI rally, with data center revenue up 92% to $75.2 billion and total sales at $81.6 billion. UBS raised S&P 500 earnings forecasts largely on semiconductor strength, while analysts keep a Strong Buy view on Nvidia with average 12‑month targets near $300 and some as high as $500.

  Despite a brief 3% pullback on valuation worries, China export risks and potential custom chips from hyperscalers, sentiment stayed highly bullish as Nvidia unveiled an $80 billion open‑ended buyback and boosted its quarterly dividend from $0.01 to $0.25. Management pitches AI infrastructure as the biggest build‑out in history, recasting Nvidia as both a hyper‑growth and cash‑return story, with projected AI capex rising to as much as $4 trillion annually by 2030.

• Apple Inc continued to claw back market confidence, with shares up about 12% year‑to‑date after a March‑quarter revenue beat near 17% and guidance for 14%–17% June‑quarter growth, well ahead of expectations. Wall Street remains divided on valuation: bulls see durable market‑share gains and higher device pricing, while skeptics argue its premium multiple assumes aggressive long‑term growth as U.S. spending normalizes.

  Strategically, Apple leaned hard into Apple Intelligence, unveiling AI‑driven accessibility tools like smarter VoiceOver image descriptions, natural‑language Voice Control and on‑device subtitles across iPhone, iPad, Mac and Vision Pro, plus eye‑tracking wheelchair controls. With a Moderate‑to‑Strong Buy profile and consensus targets around $318.75 implying mid‑single‑digit upside, investors are watching whether a looming CEO handover and deeper AI integration can reignite outperformance versus faster‑growing peers.

• Microsoft faced slower momentum in its legacy subscription software but moved to re‑energize growth by doubling down on artificial intelligence and gaming. CEO Satya Nadella is stepping back from commercial duties to personally steer AI product development, including in‑house AI chips loaded with SRAM to handle heavy chatbot traffic and early talks to supply Anthropic with servers built around these processors.

  At the same time, Microsoft is banking on an Xbox revival by hiring noted gaming strategist Matthew Ball as chief strategy officer to revive classic franchises and sharpen hardware plans against new competition like Valve’s Steam Machine. Despite a roughly 7% share price decline over the past year, analysts maintain a Strong Buy rating on the stock, and an average price target near $560 suggests more than 30% upside as investors look for Microsoft’s AI and gaming bets to offset subscription fatigue.