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Vanguard Total Stock Market ETF

2,403 hedge funds and large institutions have $95.3B invested in Vanguard Total Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 1,046 increasing their positions, 868 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 78

29% more call options, than puts

Call options by funds: $240M | Put options by funds: $186M

21% more repeat investments, than reductions

Existing positions increased: 1,046 | Existing positions reduced: 868

1% more funds holding

Funds holding: 2,3802,403 (+23)

0% more funds holding in top 10

Funds holding in top 10: 513513 (0)

0.04% less ownership

Funds ownership: 31.82%31.78% (-0.04%)

1% less capital invested

Capital invested by funds: $96.6B → $95.3B (-$1.29B)

Holders
2,403
Holders Change
+23
Holders Change %
+0.97%
% of All Funds
38.13%
Holding in Top 10
513
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
8.14%
New
132
Increased
1,046
Reduced
868
Closed
78
Calls
$240M
Puts
$186M
Net Calls
+$53.7M
Net Calls Change
-$459M
Name Holding Trade Value Shares
Change
Change in
Stake
LP
226
LGL Partners
Pennsylvania
$45.1M +$135K +610 +0.3%
CWM
227
Cedar Wealth Management
California
$45.1M +$243K +1,099 +0.5%
GAG
228
GM Advisory Group
New York
$44.8M +$3.05M +13,769 +7%
PAS
229
Park Avenue Securities
New York
$44.8M -$2.46M -11,093 -5%
HWM
230
Hassell Wealth Management
Louisiana
$44.5M +$1.99M +8,991 +4%
PA
231
Pinnacle Associates
New York
$44.5M +$1.46M +6,617 +3%
VIP
232
Viewpoint Investment Partners
Alberta, Canada
$44.2M -$20.6M -93,200 -31%
NHC
233
Nicholas Hoffman & Company
Georgia
$43.9M -$4.98M -22,495 -10%
AAS
234
Avantax Advisory Services
Texas
$43.5M +$1.34M +6,039 +3%
William Blair & Company
235
William Blair & Company
Illinois
$42.6M +$3.19M +14,427 +8%
Bessemer Group
236
Bessemer Group
New Jersey
$42.6M +$2.12M +9,577 +5%
WPC
237
Wedmont Private Capital
Pennsylvania
$42.5M +$6.66M +30,100 +18%
OFW
238
Omnia Family Wealth
Florida
$42.2M +$1.21M +5,483 +3%
MIM
239
Morningstar Investment Management
Illinois
$42.1M +$1.3M +5,870 +3%
CC
240
Cypress Capital
Tennessee
$42.1M -$2.19M -9,907 -5%
Jones Financial Companies
241
Jones Financial Companies
Missouri
$42M +$468K +2,116 +1%
WFA
242
Wellspring Financial Advisors
Ohio
$41.9M -$517K -2,337 -0%
PL
243
Plancorp LLC
Missouri
$41.8M +$14M +63,401 +48%
Kovitz Investment Group Partners
244
Kovitz Investment Group Partners
Illinois
$41.3M +$1.75M +7,893 +4%
SFG
245
StrategIQ Financial Group
Indiana
$41.3M +$7.13M +32,191 +20%
FPAS
246
Focus Partners Advisor Solutions
Missouri
$41.3M +$1.57M +7,076 +4%
UOMF
247
University of Maryland Foundation
Maryland
$41.3M
WFA
248
Wade Financial Advisory
California
$41.2M +$459K +2,072 +1%
AWS
249
Atria Wealth Solutions
New York
$40.9M +$919K +4,153 +2%
NA
250
NewEdge Advisors
Louisiana
$40.9M -$410K -1,853 -1%

VTI Hedge Fund Activity: Q3 2023 in Review

2,403 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q3 2023, worth a combined $95.3B — down 1.3% from $96.6B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new VTI positions and 78 closed out — a net gain of 54 holders — while 1,046 added to existing stakes and 868 trimmed.

The largest buyer was Vanguard Group, adding an estimated $775M. The largest seller was Citigroup, cutting an estimated $752M.

  • 2,403 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q3 2023, up from 2,380 in Q2 2023.
  • Funds reported $95.3B of Vanguard Total Stock Market ETF stock for Q3 2023, down 1.3% quarter-over-quarter.
  • 132 funds opened new Vanguard Total Stock Market ETF positions in Q3 2023 and 78 closed out, a net change of +54 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q3 2023 was Vanguard Group, an estimated $775M added.
  • The largest Vanguard Total Stock Market ETF seller in Q3 2023 was Citigroup, an estimated $752M sold.

Based on aggregated 13F filings for Q3 2023.