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Vanguard Total Stock Market ETF

2,368 hedge funds and large institutions have $96.4B invested in Vanguard Total Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 962 increasing their positions, 938 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,368
Holders Change
+48
Holders Change %
+2.07%
% of All Funds
37.34%
Holding in Top 10
508
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-2.12%
% of All Funds
8.01%
New
146
Increased
962
Reduced
938
Closed
76
Calls
$626M
Puts
$113M
Net Calls
+$512M
Net Calls Change
+$405M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
226
MorganRosel Wealth Management
Colorado
$48.1M +$1.49M +6,765 +3%
CCB
227
Country Club Bank
Missouri
$47.6M +$1.72M +7,871 +4%
LP
228
LGL Partners
Pennsylvania
$46.7M +$264K +1,200 +0.6%
HWM
229
Hassell Wealth Management
Louisiana
$46.5M +$1.07M +4,764 +2%
CWM
230
Cedar Wealth Management
California
$46.5M +$30.4K +138 +0.1%
CC
231
Cypress Capital
Tennessee
$45.8M -$778K -3,530 -2%
DOA
232
D'Orazio & Associates
Virginia
$45.6M +$448K +2,035 +1%
GG
233
Gleason Group
Kentucky
$45.4M +$4.74M +21,507 +12%
RW
234
REDW Wealth
New Mexico
$45M -$4.2M -19,064 -9%
PA
235
Pinnacle Associates
New York
$44.7M +$563K +2,557 +1%
LW
236
Linscomb Wealth
Texas
$44.5M -$13.9M -62,881 -24%
AAS
237
Avantax Advisory Services
Texas
$43.8M +$4.25M +19,287 +11%
WFA
238
Wellspring Financial Advisors
Ohio
$43.7M -$63K -8,895 -0.1%
GAG
239
GM Advisory Group
New York
$43.5M +$1.56M +7,071 +4%
IC
240
IEQ Capital
California
$43.3M +$6.23M +28,271 +17%
Jones Financial Companies
241
Jones Financial Companies
Missouri
$43M -$660K -2,996 -2%
PMA
242
Prudent Man Advisors
Illinois
$42.9M -$526K -2,386 -1%
NA
243
NewEdge Advisors
Louisiana
$42.8M -$2.11M -9,591 -5%
UOMF
244
University of Maryland Foundation
Maryland
$42.8M
OFW
245
Omnia Family Wealth
Florida
$42.6M -$1.49M -6,769 -3%
MIM
246
Morningstar Investment Management
Illinois
$42.4M +$5.31M +24,122 +14%
WFA
247
Wade Financial Advisory
California
$42.3M +$1.43M +6,510 +4%
OH
248
Oikos Holdings
New York
$42.2M +$7.96M +36,150 +23%
Bessemer Group
249
Bessemer Group
New Jersey
$42.1M -$1.82M -8,249 -4%
SHWM
250
Smith & Howard Wealth Management
Georgia
$41.7M -$835K -3,790 -2%