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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
BWA
401
Bordeaux Wealth Advisors
California
$16.7M +$5.47M +28,373 +48%
SJL
402
Shayne & Jacobs LLC
Tennessee
$16.7M -$48.8K -253 -0.3%
William Blair & Company
403
William Blair & Company
Illinois
$16.7M +$2.25M +11,673 +15%
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$16.7M +$2.9M +15,069 +21%
RIM
405
RW Investment Management
Idaho
$16.6M +$16.8M +86,992 New
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
$16.6M -$348K -1,806 -2%
OA
407
Operose Advisors
Wisconsin
$16.6M +$5.9M +30,612 +55%
SFS
408
Sowell Financial Services
Arkansas
$16.4M +$682K +3,541 +4%
SWIG
409
Strategic Wealth Investment Group
Kentucky
$16.4M +$2.26M +11,720 +16%
RC
410
Roundview Capital
New Jersey
$16.3M +$6.46M +33,504 +65%
WCP
411
Wick Capital Partners
Pennsylvania
$16.3M +$1.87M +9,688 +13%
SFS
412
Starfox Financial Services
Texas
$16.1M -$95.8K -497 -0.6%
OAJ
413
Ogorek Anthony Joseph
New York
$16.1M -$92.9K -482 -0.6%
EWA
414
EP Wealth Advisors
California
$16.1M +$409K +2,124 +3%
FHA
415
First Horizon Advisors
Tennessee
$16M +$199K +1,034 +1%
CAM
416
Cozad Asset Management
Illinois
$16M +$409K +2,121 +3%
CFS
417
Cannon Financial Strategists
Georgia
$16M +$11.2K +58 +0.1%
WRTC
418
Wind River Trust Company
Wyoming
$16M
OWP
419
Obermeyer Wealth Partners
Colorado
$15.9M +$666K +3,454 +4%
CFO
420
Capitol Family Office
Oregon
$15.9M +$16M +82,937 New
PL
421
Plancorp LLC
Missouri
$15.8M +$2.56M +13,265 +19%
CAL
422
Capital Advisors Ltd
Ohio
$15.6M -$547K -2,839 -3%
LI
423
Latigo Investments
Florida
$15.5M
HHRDM
424
H&H Retirement Design & Management
Nevada
$15.4M -$237K -1,231 -2%
Allianz Asset Management
425
Allianz Asset Management
Germany
$15.3M -$75.3M -390,510 -83%

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.