Vanguard Total Stock Market ETF Sees Strong Performance and Inflows

Vanguard Total Stock Market ETF ( $VTI ) has risen by 7.14% in the past week. It has experienced a 5-day net inflow of $1.55 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Apple Inc is facing a challenging environment with rising geopolitical tensions and tariff uncertainties impacting its operations. The company is set to report its Q2 earnings, with Wall Street expecting a slight increase in earnings per share. However, concerns over slowing iPhone demand and weaker sales in China have led analysts to lower their price targets for Apple. The company is attempting to mitigate these issues by shifting some production to India and Brazil, but these efforts are still in early stages. Despite these challenges, Apple maintains a Moderate Buy consensus among analysts, with a potential upside in its stock price.
• Microsoft is preparing to report its Q3 2025 earnings, with expectations of a strategic reset in Azure cloud growth projections. Analysts suggest that Microsoft may lower its growth guidance for Azure, which could initially pressure the stock but is seen as a long-term buying opportunity. The company is also expected to slow down its capital spending on cloud infrastructure, aligning with Azure’s growth. Microsoft stock holds a Strong Buy consensus rating, with a significant upside potential according to analysts.
• Nvidia Corporation is navigating a complex geopolitical landscape as it shifts key operations out of China due to U.S. export controls. The company is investing heavily in U.S. manufacturing, with plans to ramp up chip production in Arizona and Texas. Despite these challenges, Nvidia’s stock remains strong, with a significant year-to-date increase. Analysts maintain a Strong Buy consensus on Nvidia, with a substantial upside potential, although risks related to geopolitical tensions and market shifts remain.