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Vanguard Total Stock Market ETF

2,320 hedge funds and large institutions have $85B invested in Vanguard Total Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 924 increasing their positions, 930 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,320
Holders Change
+25
Holders Change %
+1.09%
% of All Funds
37.13%
Holding in Top 10
519
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.39%
% of All Funds
8.31%
New
170
Increased
924
Reduced
930
Closed
93
Calls
$217M
Puts
$109M
Net Calls
+$107M
Net Calls Change
-$51.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BFWA
326
Benchmark Financial Wealth Advisors
Florida
$25.2M -$1.73M -8,483 -6%
FPB
327
First PREMIER Bank
South Dakota
$25M +$807K +3,955 +3%
GRP
328
Global Retirement Partners
California
$25M +$1.09M +5,406 +5%
PWM
329
Perigon Wealth Management
California
$24.1M -$3.81M -18,679 -14%
VWA
330
VERITY Wealth Advisors
United States
$23.8M +$2.65K +13 +0%
BAAM
331
Baker Avenue Asset Management
California
$23.7M +$1.61M +7,895 +7%
NFC
332
Northeast Financial Consultants
Connecticut
$23.7M +$97.8K +479 +0.4%
HR
333
Howe & Rusling
New York
$23.6M +$1.95M +9,569 +9%
PFP
334
Pinnacle Financial Partners
Tennessee
$23.5M -$324K -1,587 -1%
HCA
335
Heck Capital Advisors
Wisconsin
$23.3M +$889K +4,356 +4%
WAM
336
Weinberger Asset Management
California
$23.3M +$176K +860 +0.8%
OA
337
Operose Advisors
Wisconsin
$23.2M +$5.5M +26,934 +31%
CA
338
CGN Advisors
Kansas
$23M +$3.36M +16,473 +17%
DT
339
Diversified Trust
Tennessee
$22.9M +$575K +2,819 +3%
EC
340
Estate Counselors
Wisconsin
$22.9M +$1.22M +5,994 +6%
EFG
341
Everhart Financial Group
Ohio
$22.9M +$298K +1,481 +1%
BF
342
Blankinship & Foster
California
$22.9M -$503K -2,463 -2%
TWA
343
Trellis Wealth Advisors
California
$22.8M -$508K -2,490 -2%
SA
344
Scarborough Advisors
Maryland
$22.8M -$3.42M -16,734 -13%
KA
345
Kearns & Associates
California
$22.5M -$589K -2,886 -3%
CIBC Private Wealth Group
346
CIBC Private Wealth Group
Georgia
$22.4M -$1.84M -27,098 -8%
TF
347
TLWM Financial
Texas
$22.4M +$9.05M +44,348 +68%
CIAS
348
CBIZ Investment Advisory Services
Ohio
$22.2M +$21.8M +106,996 +5,342%
SC
349
Seldon Capital
California
$22.1M +$11M +54,098 +100%
PFM
350
Peak Financial Management
Massachusetts
$21.9M -$169K -827 -0.8%