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Vanguard Morningstar Total Stock Market ETF
VTI

2,226 hedge funds and large institutions have $93.5B invested in Vanguard Morningstar Total Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 990 increasing their positions, 832 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 990 | Existing positions reduced: 832

17% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 115

2% more funds holding in top 10

Funds holding in top 10: 499 → 508 (+9)

0% less funds holding

Funds holding: 2,232 → 2,226 (-6)

0.46% less ownership

Funds ownership: 33.23% → 32.77% (-0.46%)

3% less capital invested

Capital invested by funds: $96.8B → $93.5B (-$3.33B)

65% less call options, than puts

Call options by funds: $241M | Put options by funds: $684M

Holders
2,226
Holders Change
-6
Holders Change %
-0.27%
% of All Funds
35.1%
Holding in Top 10
508
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+1.8%
% of All Funds
8.01%
New
134
Increased
990
Reduced
832
Closed
115
Calls
$241M
Puts
$684M
Net Calls
-$444M
Net Calls Change
+$2.19M

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$1.14B
2
SVCF
Silicon Valley Community Foundation
California
+$909M
3
LPL Financial
LPL Financial
California
+$757M
4
RIM
Rakuten Investment Management
Japan
+$584M
5
CIAS
CFS Investment Advisory Services
New Jersey
+$345M

Top Sellers

Rank Fund Capital Flow
1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$524M
2
US Bancorp
US Bancorp
Minnesota
-$486M
3
AHSW
Adventist Health System West
California
-$471M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$452M
5
MFRM
Milliman Financial Risk Management
Illinois
-$419M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$181M +$7.22M +32,090 +4%
MFG
77
Merit Financial Group
Georgia
$176M +$42.8M +190,461 +33%
CFA
78
Capstone Financial Advisors
Illinois
$173M +$1.49M +6,627 +0.9%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$168M +$43.2K +192 +0%
Victory Capital Management
80
Victory Capital Management
Texas
$167M -$14.9M -66,208 -8%
ERFOTCOFW
81
Employees Retirement Fund of the City of Fort Worth
Texas
$164M +$162M +719,552 New
HR
82
Hardy Reed
Mississippi
$157M +$2.38M +10,592 +2%
LNWTC
83
Laird Norton Wetherby Trust Company
Washington
$157M +$3.02M +13,438 +2%
WP
84
WMS Partners
Maryland
$156M +$154M +685,538 New
RMC
85
Regis Management Company
California
$153M -$474K -2,108 -0.3%
RWM
86
Ritholtz Wealth Management
New York
$151M +$5.86M +26,045 +4%
RJA
87
Raymond James & Associates
Florida
$149M -$2.57M -11,426 -2%
OFG
88
Oxford Financial Group
Indiana
$148M +$16.8M +74,631 +13%
AAS
89
Annex Advisory Services
Wisconsin
$141M +$5.92M +26,336 +4%
VFP
90
Verus Financial Partners
Virginia
$137M +$639K +2,843 +0.5%
MB
91
Mizuho Bank
Japan
$137M – – –
KAS
92
Kestra Advisory Services
Texas
$130M +$2.58M +11,464 +2%
RCF
93
Rainwater Charitable Foundation
Texas
$129M -$7.38M -32,839 -5%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$128M +$8.16M +36,306 +7%
BA
95
BCM Advisors
Louisiana
$123M +$190K +846 +0.1%
BSWM
96
Boston Standard Wealth Management
Massachusetts
$121M +$2.25M +9,997 +2%
CW
97
Cabot-Wellington
Massachusetts
$120M +$759K +3,377 +0.6%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$117M +$3.6M +16,025 +3%
GEM
99
Global Endowment Management
North Carolina
$116M -$9.98M -44,400 -8%
TWM
100
Tanglewood Wealth Management
Texas
$115M -$22.7M -100,944 -17%
2 3
4
5 6

VTI Hedge Fund Activity: Q1 2022 in Review

2,226 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q1 2022, worth a combined $93.5B — down 3.4% from $96.8B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new VTI positions and 115 closed out — a net gain of 19 holders — while 990 added to existing stakes and 832 trimmed.

The largest buyer was Creative Planning, adding an estimated $1.14B. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $524M sold.

  • 2,226 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q1 2022, down from 2,232 in Q4 2021.
  • Funds reported $93.5B of Vanguard Morningstar Total Stock Market ETF stock for Q1 2022, down 3.4% quarter-over-quarter.
  • 134 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q1 2022 and 115 closed out, a net change of +19 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q1 2022 was Creative Planning, an estimated $1.14B added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q1 2022 was State of New Jersey Common Pension Fund D, an estimated $524M sold.

Based on aggregated 13F filings for Q1 2022.