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Vanguard Total Stock Market ETF

2,144 hedge funds and large institutions have $75.8B invested in Vanguard Total Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 980 increasing their positions, 760 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 980 | Existing positions reduced: 760

6% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 90

0.63% less ownership

Funds ownership: 32.82%32.19% (-0.63%)

1% less capital invested

Capital invested by funds: $76.7B → $75.8B (-$921M)

1% less funds holding

Funds holding: 2,1662,144 (-22)

1% less funds holding in top 10

Funds holding in top 10: 481475 (-6)

13% less call options, than puts

Call options by funds: $220M | Put options by funds: $252M

Holders
2,144
Holders Change
-22
Holders Change %
-1.02%
% of All Funds
36.93%
Holding in Top 10
475
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.25%
% of All Funds
8.18%
New
95
Increased
980
Reduced
760
Closed
90
Calls
$220M
Puts
$252M
Net Calls
-$32.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
401
Sowell Financial Services
Arkansas
$14.7M +$16.4M +82,151 New
EWA
402
EP Wealth Advisors
California
$14.7M -$1.02M -5,094 -6%
CAM
403
Cozad Asset Management
Illinois
$14.6M +$355K +1,780 +2%
LI
404
Latigo Investments
Florida
$14.5M
MGIA
405
Moneta Group Investment Advisors
Missouri
$14.5M -$884K -4,433 -5%
KPWS
406
Kestra Private Wealth Services
Texas
$14.5M +$3.22M +16,180 +25%
BL
407
BFSG LLC
California
$14.4M +$87.1K +437 +0.5%
OWP
408
Obermeyer Wealth Partners
Colorado
$14.3M +$491K +2,462 +3%
NWM
409
Northwest Wealth Management
Iowa
$14.3M -$45.2K -227 -0.3%
RC
410
RegentAtlantic Capital
New Jersey
$14.3M +$13.4M +67,323 +549%
CWM
411
Cornerstone Wealth Management
Missouri
$14.2M -$61.8K -310 -0.4%
CWA
412
Clarity Wealth Advisors
California
$14.1M +$357K +1,791 +2%
PWM
413
Perigon Wealth Management
California
$14.1M +$528K +2,650 +3%
HHRDM
414
H&H Retirement Design & Management
Nevada
$14.1M -$3.23M -16,205 -17%
RIM
415
Rockbridge Investment Management
New York
$14M -$569K -2,855 -4%
FAIM
416
Financial Advocates Investment Management
Washington
$13.8M -$2.08M -10,423 -12%
CHAM
417
Clear Harbor Asset Management
Connecticut
$13.8M +$566K +2,842 +4%
ACM
418
Ashford Capital Management
Delaware
$13.8M +$133K +666 +0.9%
SBL
419
Sargent Bickham Lagudis
Colorado
$13.8M -$1.07M -5,362 -7%
William Blair & Company
420
William Blair & Company
Illinois
$13.6M -$576K -2,888 -4%
WCP
421
Wick Capital Partners
Pennsylvania
$13.5M +$2.09M +10,465 +16%
WCM
422
Washburn Capital Management
Florida
$13.3M -$427K -2,141 -3%
FRA
423
Frank Rimerman Advisors
California
$13.3M +$7.57M +38,000 +106%
AMR
424
Asset Management Resources
Massachusetts
$13.2M -$917K -4,600 -6%
HI
425
Harbour Investments
Wisconsin
$13.1M

VTI Hedge Fund Activity: Q3 2022 in Review

2,144 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q3 2022, worth a combined $75.8B — down 1.2% from $76.7B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new VTI positions and 90 closed out — a net gain of 5 holders — while 980 added to existing stakes and 760 trimmed.

The largest buyer was Rakuten Investment Management, adding an estimated $552M. The largest seller was Proficio Capital Partners, cutting an estimated $2.06B.

  • 2,144 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q3 2022, down from 2,166 in Q2 2022.
  • Funds reported $75.8B of Vanguard Total Stock Market ETF stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 95 funds opened new Vanguard Total Stock Market ETF positions in Q3 2022 and 90 closed out, a net change of +5 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q3 2022 was Rakuten Investment Management, an estimated $552M added.
  • The largest Vanguard Total Stock Market ETF seller in Q3 2022 was Proficio Capital Partners, an estimated $2.06B sold.

Based on aggregated 13F filings for Q3 2022.