Vanguard Total Stock Market ETF Sees Strong Inflows Amid Tech Volatility

Vanguard Total Stock Market ETF ( $VTI ) has risen by 3.03% in the past week. It has experienced a 5-day net inflow of $841.13 million.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Nvidia Corporation remained a flashpoint for the AI trade this week as “Big Short” investor Michael Burry expanded his long‑dated put positions, arguing the stock is overvalued after its huge rally and dominant role in AI data centers. At the same time, Nvidia committed $2 billion to Lumentum and signed a multibillion‑dollar supply deal, effectively locking in advanced photonics capacity through 2028 to secure its AI hardware pipeline despite rising competitive and execution risks.
• Apple Inc faced mounting competition in digital payments, with PayPal highlighting Apple Pay as a major headwind even as PayPal’s lower valuation contrasts with faster‑growing fintech rival SoFi. Yet Apple’s core hardware franchise looked resilient: new data showed it gaining a 21% share of global smartphone shipments and growing volumes 5% in a quarter when the overall market fell 6%, thanks to strong iPhone 17 demand and tight supply‑chain management, while analysts maintained a Moderate Buy rating and see mid‑teens upside in the stock.
• Microsoft has slid about 23% year‑to‑date as investors question the payoff from roughly $37.5 billion in quarterly AI and data‑center spending, slightly slower 39% Azure growth and fresh U.K. scrutiny of its cloud licensing. Even so, Wall Street remains firmly bullish: with the shares now around 23x forward earnings, backed by a $625 billion backlog, expanding Azure Quantum and more selective Copilot rollouts, analysts assign a Strong Buy rating and project about 56% upside while the company courts gamers ahead of the next Xbox cycle.