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Vanguard Morningstar Total Stock Market ETF

2,226 hedge funds and large institutions have $93.5B invested in Vanguard Morningstar Total Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 990 increasing their positions, 832 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 990 | Existing positions reduced: 832

17% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 115

2% more funds holding in top 10

Funds holding in top 10: 499508 (+9)

0% less funds holding

Funds holding: 2,2322,226 (-6)

0.46% less ownership

Funds ownership: 33.23%32.77% (-0.46%)

3% less capital invested

Capital invested by funds: $96.8B → $93.5B (-$3.33B)

65% less call options, than puts

Call options by funds: $241M | Put options by funds: $684M

Holders
2,226
Holders Change
-6
Holders Change %
-0.27%
% of All Funds
35.1%
Holding in Top 10
508
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+1.8%
% of All Funds
8.01%
New
134
Increased
990
Reduced
832
Closed
115
Calls
$241M
Puts
$684M
Net Calls
-$444M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$44M +$956K +4,250 +2%
SMC
227
Smith, Moore & Co
Missouri
$43.5M +$1.45M +6,452 +3%
EAM
228
Evanson Asset Management
California
$43M +$605K +2,689 +1%
PG
229
Proffitt & Goodson
Tennessee
$42.5M +$1.9M +8,447 +5%
EK
230
Evensky & Katz
Florida
$42.4M +$10M +44,676 +32%
RW
231
REDW Wealth
New Mexico
$42.3M +$2.73M +12,120 +7%
LGWM
232
Litman Gregory Wealth Management
California
$42.2M -$120K -534 -0.3%
WCM
233
Windham Capital Management
Massachusetts
$42M +$5.62K +25 +0%
CAN
234
Cetera Advisor Networks
California
$41.9M -$857K -3,811 -2%
Bessemer Group
235
Bessemer Group
New Jersey
$41.8M -$1.88M -8,372 -4%
EH
236
Equitable Holdings
New York
$41.6M +$4.28M +19,039 +12%
OFP
237
OLIO Financial Planning
Virginia
$41.5M +$924K +4,110 +2%
WCWM
238
Wooster Corthell Wealth Management
Connecticut
$41M +$449K +1,996 +1%
FHA
239
Flagship Harbor Advisors
Massachusetts
$40.8M +$2.21M +9,813 +6%
BL
240
Balentine LLC
Georgia
$40.5M -$1.63M -7,257 -4%
WP
241
WealthPLAN Partners
Nebraska
$40.3M -$5.45M -24,241 -11%
WIM
242
WealthPlan Investment Management
Nebraska
$40.3M +$43.8M +194,982 New
WFA
243
Wade Financial Advisory
California
$40M +$5.94M +26,417 +18%
SFG
244
StrategIQ Financial Group
Indiana
$39.9M +$47.9K +213 +0.1%
UI
245
Unconventional Investor
New Hampshire
$39.6M +$4.69M +20,853 +14%
SHWM
246
Smith & Howard Wealth Management
Georgia
$39.3M +$455K +2,024 +1%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$38.5M +$3.25M +14,474 +9%
TWM
248
Tanager Wealth Management
United Kingdom
$38.4M +$561K +2,495 +2%
JFGLC
249
Johnson Financial Group LLC (Colorado)
Colorado
$38.4M +$441K +1,962 +1%
RPWA
250
Regent Peak Wealth Advisors
Georgia
$37.9M +$225K +1,000 +0.6%

VTI Hedge Fund Activity: Q1 2022 in Review

2,226 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q1 2022, worth a combined $93.5B — down 3.4% from $96.8B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new VTI positions and 115 closed out — a net gain of 19 holders — while 990 added to existing stakes and 832 trimmed.

The largest buyer was Creative Planning, adding an estimated $1.14B. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $524M sold.

  • 2,226 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q1 2022, down from 2,232 in Q4 2021.
  • Funds reported $93.5B of Vanguard Morningstar Total Stock Market ETF stock for Q1 2022, down 3.4% quarter-over-quarter.
  • 134 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q1 2022 and 115 closed out, a net change of +19 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q1 2022 was Creative Planning, an estimated $1.14B added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q1 2022 was State of New Jersey Common Pension Fund D, an estimated $524M sold.

Based on aggregated 13F filings for Q1 2022.