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Vanguard Total Stock Market ETF

2,302 hedge funds and large institutions have $95.3B invested in Vanguard Total Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 962 increasing their positions, 787 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 82

103% more call options, than puts

Call options by funds: $313M | Put options by funds: $154M

26% more capital invested

Capital invested by funds: $75.8B → $95.3B (+$19.5B)

22% more repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 787

9% more funds holding in top 10

Funds holding in top 10: 476521 (+45)

7% more funds holding

Funds holding: 2,1452,302 (+157)

0.31% less ownership

Funds ownership: 32.2%31.89% (-0.31%)

Holders
2,302
Holders Change
+157
Holders Change %
+7.32%
% of All Funds
37%
Holding in Top 10
521
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+9.45%
% of All Funds
8.37%
New
284
Increased
962
Reduced
787
Closed
82
Calls
$313M
Puts
$154M
Net Calls
+$159M
Net Calls Change
+$191M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
351
Integrated Wealth Concepts
Massachusetts
$21.3M +$509K +2,639 +2%
EFG
352
Everhart Financial Group
Ohio
$21.2M +$4.3M +22,297 +25%
WPC
353
Wedmont Private Capital
Pennsylvania
$21.1M +$4.36M +22,604 +26%
GPWA
354
Great Point Wealth Advisors
Massachusetts
$21M -$257K -1,336 -1%
BFS
355
Beacon Financial Strategies
North Carolina
$21M +$744K +3,859 +4%
HCA
356
Heck Capital Advisors
Wisconsin
$21M -$1.44M -7,462 -6%
DT
357
Diversified Trust
Tennessee
$21M +$1.62M +8,392 +8%
BAAM
358
Baker Avenue Asset Management
California
$20.7M +$2.02M +10,468 +11%
PFM
359
Peak Financial Management
Massachusetts
$20.6M -$905K -4,696 -4%
EC
360
Estate Counselors
Wisconsin
$20.3M -$18M -93,615 -47%
HR
361
Howe & Rusling
New York
$20.3M -$3.78M -19,637 -16%
QWM
362
Quaker Wealth Management
New Jersey
$20.3M +$6.55K +34 +0%
BA
363
BCM Advisors
Louisiana
$20.2M -$886K -4,596 -4%
FCI
364
Financial Counselors Inc
Kansas
$20.1M -$52.8K -274 -0.3%
SC
365
Sinecera Capital
Texas
$19.9M +$465K +2,414 +2%
SRG
366
SBB Research Group
Illinois
$19.8M
RWML
367
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$19.5M +$917K +4,757 +5%
USCWA
368
U.S. Capital Wealth Advisors
Texas
$19.5M +$378K +1,961 +2%
CPCM
369
Cornerstone Partners Capital Management
Virginia
$19.3M -$4.19M -21,748 -18%
AWM
370
AllSquare Wealth Management
New York
$19.1M -$222K -1,154 -1%
BB
371
Bell Bank
North Dakota
$18.9M +$158K +819 +0.8%
GVAG
372
Great Valley Advisor Group
Delaware
$18.8M +$2.67M +13,860 +16%
Wellington Management Group
373
Wellington Management Group
Massachusetts
$18.8M -$6.33M -32,827 -25%
NEPWA
374
New England Private Wealth Advisors
Massachusetts
$18.8M -$125K -649 -0.7%
WCM
375
Washington Capital Management
Washington
$18.7M +$25.4K +132 +0.1%

VTI Hedge Fund Activity: Q4 2022 in Review

2,302 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q4 2022, worth a combined $95.3B — up 26% from $75.8B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new VTI positions and 82 closed out — a net gain of 202 holders — while 962 added to existing stakes and 787 trimmed.

The largest buyer was Gibson Wealth Advisors, adding an estimated $1.31B. The largest seller was Novo Holdings A/S, exiting entirely with an estimated $501M sold.

  • 2,302 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q4 2022, up from 2,145 in Q3 2022.
  • Funds reported $95.3B of Vanguard Total Stock Market ETF stock for Q4 2022, up 26% quarter-over-quarter.
  • 284 funds opened new Vanguard Total Stock Market ETF positions in Q4 2022 and 82 closed out, a net change of +202 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q4 2022 was Gibson Wealth Advisors, an estimated $1.31B added.
  • The largest Vanguard Total Stock Market ETF seller in Q4 2022 was Novo Holdings A/S, an estimated $501M sold.

Based on aggregated 13F filings for Q4 2022.