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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
SFPM
426
Sensible Financial Planning & Management
Massachusetts
$15.3M -$473K -2,453 -3%
MG
427
Mather Group
Illinois
$15.2M +$2.48M +12,854 +19%
KPWS
428
Kestra Private Wealth Services
Texas
$15.2M -$238K -1,234 -2%
CWA
429
Clarity Wealth Advisors
California
$15M -$52.8K -274 -0.3%
MWM
430
Modera Wealth Management
New Jersey
$14.7M +$8.81M +45,712 +146%
BCA
431
Bay Colony Advisors
Massachusetts
$14.6M -$1.28M -6,660 -8%
PWA
432
Peterson Wealth Advisors
Utah
$14.6M +$3.16M +16,393 +27%
SBL
433
Sargent Bickham Lagudis
Colorado
$14.5M -$164K -853 -1%
PAG
434
Private Advisor Group
New Jersey
$14.5M +$56.4M +292,521 +31%
FRA
435
Frank Rimerman Advisors
California
$14.4M +$318K +1,650 +2%
PWMAG
436
Pinnacle Wealth Management Advisory Group
New Jersey
$14.3M +$1.1M +5,718 +8%
AFS
437
Annapolis Financial Services
Maryland
$14.2M +$691K +3,584 +5%
PA
438
PFG Advisors
Arizona
$14.2M +$2.6M +13,510 +22%
BL
439
BFSG LLC
California
$14.2M -$1.17M -6,087 -8%
Twin Tree Management
440
Twin Tree Management
Texas
$14.1M +$14.2M +73,780 New
EWA
441
EverSource Wealth Advisors
Alabama
$14.1M +$1.95M +10,129 +16%
NWM
442
Northwest Wealth Management
Iowa
$14.1M -$1.18M -6,142 -8%
WCM
443
Washburn Capital Management
Florida
$13.8M -$356K -1,849 -2%
CNBT
444
Cornerstone National Bank & Trust
Illinois
$13.8M +$18.7K +97 +0.1%
SYBT
445
Stock Yards Bank & Trust
Kentucky
$13.8M -$964 -5 -0%
BFG
446
Bleakley Financial Group
New Jersey
$13.8M +$13.9M +72,180 New
SWM
447
Sanctuary Wealth Management
Idaho
$13.7M -$153K -792 -1%
WOSD
448
WFA of San Diego
California
$13.7M -$194K -1,009 -1%
HWM
449
Horizon Wealth Management
Illinois
$13.5M +$1.9M +9,845 +16%
WIC
450
Woodmont Investment Counsel
Tennessee
$13.3M +$166K +859 +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.