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Vanguard Total Stock Market ETF

2,330 hedge funds and large institutions have $85.1B invested in Vanguard Total Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 927 increasing their positions, 932 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $217M | Put options by funds: $109M

87% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 93

1% more funds holding

Funds holding: 2,3022,330 (+28)

0% more funds holding in top 10

Funds holding in top 10: 521523 (+2)

1% less repeat investments, than reductions

Existing positions increased: 927 | Existing positions reduced: 932

0.68% less ownership

Funds ownership: 31.89%31.21% (-0.68%)

11% less capital invested

Capital invested by funds: $95.3B → $85.1B (-$10.2B)

Holders
2,330
Holders Change
+28
Holders Change %
+1.22%
% of All Funds
37.13%
Holding in Top 10
523
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.38%
% of All Funds
8.33%
New
174
Increased
927
Reduced
932
Closed
93
Calls
$217M
Puts
$109M
Net Calls
+$107M
Net Calls Change
-$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
76
Hardy Reed
Mississippi
$148M +$3M +14,979 +2%
ERFOTCOFW
77
Employees Retirement Fund of the City of Fort Worth
Texas
$147M
AM
78
AGF Management
Ontario, Canada
$147M -$2.6M -12,993 -2%
WANY
79
Wealthspire Advisors (New York)
New York
$144M -$4.14M -20,658 -3%
RJA
80
Raymond James & Associates
Florida
$142M +$650K +3,248 +0.5%
TI
81
Tidal Investments
Wisconsin
$141M +$13.7M +68,594 +11%
LNWTC
82
Laird Norton Wetherby Trust Company
Washington
$138M +$64.1K +320 +0%
VFP
83
Verus Financial Partners
Virginia
$138M +$1.69M +8,456 +1%
KAS
84
Kestra Advisory Services
Texas
$133M -$6.17M -30,844 -5%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$131M -$5.38M -26,888 -4%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$125M +$7.48M +37,349 +7%
AIM
87
Allen Investment Management
New York
$124M +$5.72M +28,552 +5%
BSWM
88
Boston Standard Wealth Management
Massachusetts
$123M -$573K -2,860 -0.5%
MB
89
Mizuho Bank
Japan
$122M
CAN
90
Cetera Advisor Networks
California
$122M +$33.1M +165,561 +38%
SWM
91
Sendero Wealth Management
Texas
$118M -$4.44M -22,168 -4%
R
92
Rebalance
California
$116M +$3.91M +19,526 +4%
OFG
93
Oxford Financial Group
Indiana
$114M +$5.52M +27,551 +5%
GT
94
Glenmede Trust
Pennsylvania
$113M -$1.33M -6,664 -1%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$111M -$3.72M -18,586 -3%
PP
96
PrairieView Partners
Minnesota
$109M +$3.94M +19,664 +4%
CW
97
Cabot-Wellington
Massachusetts
$109M +$2.69M +13,435 +3%
BSW
98
Buckingham Strategic Wealth
Missouri
$103M
CG
99
Colony Group
Massachusetts
$102M +$290K +1,449 +0.3%
GEM
100
Global Endowment Management
North Carolina
$102M

VTI Hedge Fund Activity: Q1 2023 in Review

2,330 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q1 2023, worth a combined $85.1B — down 11% from $95.3B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new VTI positions and 93 closed out — a net gain of 81 holders — while 927 added to existing stakes and 932 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.2B. The largest seller was MBB Public Markets, cutting an estimated $1.42B.

  • 2,330 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q1 2023, up from 2,302 in Q4 2022.
  • Funds reported $85.1B of Vanguard Total Stock Market ETF stock for Q1 2023, down 11% quarter-over-quarter.
  • 174 funds opened new Vanguard Total Stock Market ETF positions in Q1 2023 and 93 closed out, a net change of +81 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q1 2023 was Vanguard Group, an estimated $1.2B added.
  • The largest Vanguard Total Stock Market ETF seller in Q1 2023 was MBB Public Markets, an estimated $1.42B sold.

Based on aggregated 13F filings for Q1 2023.