We are live on ! Find out more
VTI icon

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
HR
351
Howe & Rusling
New York
$24.5M -$3.3M -14,894 -11%
PFPT
352
Pinnacle Financial Partners (Tennessee)
Tennessee
$24.5M +$72.4K +327 +0.3%
VA
353
Valmark Advisers
Ohio
$24.3M +$511K +2,310 +2%
EWA
354
EP Wealth Advisors
California
$24.3M +$23.8M +107,447 +1,540%
HCA
355
Heck Capital Advisors
Wisconsin
$24.2M +$349K +1,577 +1%
IFG
356
Independent Financial Group
California
$24M +$2.79M +12,609 +13%
DAS
357
Dynamic Advisor Solutions
Arizona
$23.9M +$431K +1,949 +2%
STA
358
Summit Trail Advisors
New York
$23.7M -$323K -1,460 -1%
SWIG
359
Strategic Wealth Investment Group
Kentucky
$23.3M +$257K +1,163 +1%
BFS
360
Beacon Financial Strategies
North Carolina
$23.2M -$1.07M -4,827 -4%
BA
361
BCM Advisors
Louisiana
$23.2M +$1.27M +5,718 +6%
TWA
362
Trellis Wealth Advisors
California
$22.7M -$724K -3,272 -3%
SPIA
363
Steward Partners Investment Advisory
New York
$22.7M +$1.24M +5,584 +6%
MIA
364
Milestone Investment Advisors
Wisconsin
$22.6M +$1.95M +8,824 +9%
WCP
365
Wick Capital Partners
Pennsylvania
$22.6M +$48.7K +220 +0.2%
PFM
366
Peak Financial Management
Massachusetts
$22.3M -$66K -298 -0.3%
NEPWA
367
New England Private Wealth Advisors
Massachusetts
$22.3M +$1.08M +4,890 +5%
KeyBank National Association
368
KeyBank National Association
Ohio
$22.3M +$1.22M +5,495 +6%
FT
369
Fiduciary Trust
Massachusetts
$22.2M +$1.74M +7,845 +8%
BF
370
Blankinship & Foster
California
$22.2M -$779K -3,519 -3%
ECT
371
Ebor Charitable Trust
Wyoming
$22.1M +$5.84M +26,400 +34%
RWA
372
Ropes Wealth Advisors
Massachusetts
$22M +$1.18M +5,333 +5%
CCA
373
Cobblestone Capital Advisors
New York
$21.7M -$289K -1,306 -1%
SW
374
SteelPeak Wealth
California
$21.4M +$20.8M +94,163 +1,421%
BP
375
BBR Partners
New York
$21.4M +$190K +860 +0.9%

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.