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Vanguard Total Stock Market ETF

2,144 hedge funds and large institutions have $75.8B invested in Vanguard Total Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 980 increasing their positions, 760 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 980 | Existing positions reduced: 760

6% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 90

0.63% less ownership

Funds ownership: 32.82%32.19% (-0.63%)

1% less capital invested

Capital invested by funds: $76.7B → $75.8B (-$921M)

1% less funds holding

Funds holding: 2,1662,144 (-22)

1% less funds holding in top 10

Funds holding in top 10: 481475 (-6)

13% less call options, than puts

Call options by funds: $220M | Put options by funds: $252M

Holders
2,144
Holders Change
-22
Holders Change %
-1.02%
% of All Funds
36.93%
Holding in Top 10
475
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.25%
% of All Funds
8.18%
New
95
Increased
980
Reduced
760
Closed
90
Calls
$220M
Puts
$252M
Net Calls
-$32.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
B
176
Bailard
California
$48.6M -$1.35M -6,769 -2%
BFS
177
Burrus Financial Services
Utah
$48.5M -$305K -1,528 -0.6%
LW
178
Linscomb Wealth
Texas
$48.4M -$202K -1,016 -0.4%
GBI
179
GP Brinson Investments
Illinois
$47.9M +$11.8M +59,398 +29%
BPA
180
Beacon Pointe Advisors
California
$47.7M -$7.47M -37,470 -12%
AWM
181
AE Wealth Management
Kansas
$47.7M -$16.1M -80,886 -23%
KIM
182
Karpus Investment Management
New York
$47.6M -$819K -4,107 -2%
BJL
183
Brighton Jones LLC
Washington
$47.5M +$15.3K +77 +0%
AC
184
Apella Capital
Connecticut
$47.3M +$3.99M +20,008 +8%
ANTB
185
AMG National Trust Bank
Colorado
$47.3M +$1.58M +7,909 +3%
SWM
186
Segment Wealth Management
Texas
$47.1M +$1.99M +9,995 +4%
BEAM
187
Baker Ellis Asset Management
Washington
$47M -$194K -971 -0.4%
OPWM
188
Oakwell Private Wealth Management
Texas
$46.8M -$1.15M -5,772 -2%
IOOF
189
Independent Order of Foresters
Ontario, Canada
$46.6M
Macquarie Group
190
Macquarie Group
Australia
$46.6M
PAS
191
Park Avenue Securities
New York
$46.2M -$1.39M -6,971 -3%
CA
192
Cambridge Associates
Massachusetts
$44.4M -$9.53M -47,810 -16%
FAAM
193
First Ascent Asset Management
Colorado
$44M +$5.59M +28,061 +13%
LPT
194
Legacy Private Trust
Wisconsin
$43.8M -$2.85M -14,300 -6%
Jane Street
195
Jane Street
New York
$43.7M +$44.1M +221,064 +980%
FWM
196
FFT Wealth Management
Pennsylvania
$43.7M +$169K +846 +0.3%
EK
197
Evensky & Katz
Florida
$43.3M +$1.18M +5,916 +3%
SWPG
198
Strategic Wealth Partners Group
Illinois
$43.1M +$513K +2,573 +1%
PWM
199
Prentice Wealth Management
New York
$43M +$47.8M +239,754 New
NC
200
NewSquare Capital
Pennsylvania
$42.9M +$167K +836 +0.4%

VTI Hedge Fund Activity: Q3 2022 in Review

2,144 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q3 2022, worth a combined $75.8B — down 1.2% from $76.7B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new VTI positions and 90 closed out — a net gain of 5 holders — while 980 added to existing stakes and 760 trimmed.

The largest buyer was Rakuten Investment Management, adding an estimated $552M. The largest seller was Proficio Capital Partners, cutting an estimated $2.06B.

  • 2,144 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q3 2022, down from 2,166 in Q2 2022.
  • Funds reported $75.8B of Vanguard Total Stock Market ETF stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 95 funds opened new Vanguard Total Stock Market ETF positions in Q3 2022 and 90 closed out, a net change of +5 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q3 2022 was Rakuten Investment Management, an estimated $552M added.
  • The largest Vanguard Total Stock Market ETF seller in Q3 2022 was Proficio Capital Partners, an estimated $2.06B sold.

Based on aggregated 13F filings for Q3 2022.