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Vanguard Total Stock Market ETF

2,666 hedge funds and large institutions have $113B invested in Vanguard Total Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 1,098 increasing their positions, 881 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,666
Holders Change
+275
Holders Change %
+11.5%
% of All Funds
39.08%
Holding in Top 10
578
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+13.78%
% of All Funds
8.47%
New
371
Increased
1,098
Reduced
881
Closed
65
Calls
$292M
Puts
$119M
Net Calls
+$173M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
1676
Confluence Wealth Services
Pennsylvania
$983K -$13.5K -57 -1%
FMN
1677
Financial Management Network
California
$982K -$30.1K -129 -3%
HSG
1678
Helen Stephens Group
Texas
$977K -$42.2K -178 -4%
PP
1679
Prosperity Planning
Missouri
$977K -$16.8K -71 -2%
CWM
1680
Centurion Wealth Management
Virginia
$974K +$4.51K +19 +0.5%
1W
1681
1776 Wealth
Georgia
$970K
EARNEST Partners
1682
EARNEST Partners
Georgia
$970K +$119K +503 +14%
IA
1683
IFG Advisors
Missouri
$968K +$6.88K +29 +0.7%
SPWM
1684
Spartan Planning & Wealth Management
North Carolina
$965K +$374K +1,578 +63%
YWM
1685
Yoder Wealth Management
California
$964K +$19.5K +82 +2%
BWP
1686
Bernardo Wealth Planning
Pennsylvania
$963K +$39.9K +168 +4%
AFG
1687
Albion Financial Group
Utah
$962K
CWA
1688
Cornerstone Wealth Advisors
Minnesota
$962K -$5.93K -25 -0.6%
BWM
1689
BigSur Wealth Management
Florida
$962K +$949 +4 +0.1%
KFS
1690
Kaizen Financial Strategies
California
$961K -$92.8K -391 -9%
M
1691
MYeCFO
California
$959K +$77.8K +328 +9%
FS
1692
Financial Symmetry
North Carolina
$959K +$959K +4,041 New
SAM
1693
Secure Asset Management
Michigan
$958K -$5.93K -25 -0.6%
PFBT
1694
Parkside Financial Bank & Trust
Missouri
$957K +$477K +2,012 +99%
BWM
1695
Brown Wealth Management
Illinois
$950K
VCP
1696
Verus Capital Partners
Arizona
$948K -$11.9K -50 -1%
WFM
1697
Wolff Financial Management
Michigan
$947K +$124K +522 +15%
IFAM
1698
Institutional & Family Asset Management
Colorado
$947K -$95.6K -403 -9%
EL
1699
EQ LLC
Washington
$946K -$150K -634 -14%
LRWA
1700
Long Run Wealth Advisors
New York
$944K