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Vanguard Total Stock Market ETF

2,403 hedge funds and large institutions have $95.3B invested in Vanguard Total Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 1,046 increasing their positions, 868 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 78

29% more call options, than puts

Call options by funds: $240M | Put options by funds: $186M

21% more repeat investments, than reductions

Existing positions increased: 1,046 | Existing positions reduced: 868

1% more funds holding

Funds holding: 2,3802,403 (+23)

0% more funds holding in top 10

Funds holding in top 10: 513513 (0)

0.04% less ownership

Funds ownership: 31.82%31.78% (-0.04%)

1% less capital invested

Capital invested by funds: $96.6B → $95.3B (-$1.29B)

Holders
2,403
Holders Change
+23
Holders Change %
+0.97%
% of All Funds
38.13%
Holding in Top 10
513
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
8.14%
New
132
Increased
1,046
Reduced
868
Closed
78
Calls
$240M
Puts
$186M
Net Calls
+$53.7M
Net Calls Change
-$459M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
101
Tidal Investments
Wisconsin
$117M -$16.7M -75,590 -12%
PP
102
PrairieView Partners
Minnesota
$115M +$105K +474 +0.1%
CW
103
Cabot-Wellington
Massachusetts
$114M +$193K +873 +0.2%
SWM
104
Sendero Wealth Management
Texas
$114M -$3.45M -15,600 -3%
AWM
105
AE Wealth Management
Kansas
$110M +$12.3M +55,607 +12%
AAS
106
Annex Advisory Services
Wisconsin
$107M -$118M -532,640 -51%
UOMF
107
University of Massachusetts Foundation
Massachusetts
$107M
CIA
108
Compass Ion Advisors
Pennsylvania
$107M +$55.7M +251,540 +101%
TA
109
TruWealth Advisors
Louisiana
$106M +$9.28M +41,906 +9%
BIAS
110
Beacon Investment Advisory Services
New Jersey
$106M -$225K -1,015 -0.2%
TA
111
Tiedemann Advisors
New York
$105M +$7.85M +35,457 +8%
ZF
112
Zhang Financial
Michigan
$105M +$834K +3,769 +0.8%
FNBTCON
113
First National Bank & Trust Co of Newtown
Pennsylvania
$105M -$2.26M -10,219 -2%
CG
114
Colony Group
Massachusetts
$104M -$993K -4,486 -0.9%
RMC
115
Regis Management Company
California
$102M -$1.45M -6,533 -1%
AA
116
ALPS Advisors
Colorado
$102M +$465K +2,100 +0.4%
CPCM
117
Cardinal Point Capital Management
Ontario, Canada
$101M +$2.67M +12,064 +3%
CTC
118
Chai Trust Company
Illinois
$101M +$3.07M +13,885 +3%
BPA
119
Beacon Pointe Advisors
California
$100M +$14.6M +66,001 +16%
DADC
120
D.A. Davidson & Co
Montana
$100M +$148K +667 +0.1%
CPA
121
Cardiff Park Advisors
California
$96.5M +$113K +510 +0.1%
BWL
122
Beacon Wealthcare LLC
North Carolina
$94.6M -$1.96M -8,868 -2%
EA
123
Efficient Advisors
Ohio
$94.2M -$1.56M -7,043 -2%
GEM
124
Global Endowment Management
North Carolina
$92.3M +$17.7K +80 +0%
LC
125
Lindbrook Capital
California
$91.8M +$1.09M +4,910 +1%

VTI Hedge Fund Activity: Q3 2023 in Review

2,403 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q3 2023, worth a combined $95.3B — down 1.3% from $96.6B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new VTI positions and 78 closed out — a net gain of 54 holders — while 1,046 added to existing stakes and 868 trimmed.

The largest buyer was Vanguard Group, adding an estimated $775M. The largest seller was Citigroup, cutting an estimated $752M.

  • 2,403 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q3 2023, up from 2,380 in Q2 2023.
  • Funds reported $95.3B of Vanguard Total Stock Market ETF stock for Q3 2023, down 1.3% quarter-over-quarter.
  • 132 funds opened new Vanguard Total Stock Market ETF positions in Q3 2023 and 78 closed out, a net change of +54 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q3 2023 was Vanguard Group, an estimated $775M added.
  • The largest Vanguard Total Stock Market ETF seller in Q3 2023 was Citigroup, an estimated $752M sold.

Based on aggregated 13F filings for Q3 2023.