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Vanguard Total Stock Market ETF

2,320 hedge funds and large institutions have $85B invested in Vanguard Total Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 924 increasing their positions, 930 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,320
Holders Change
+25
Holders Change %
+1.09%
% of All Funds
37.13%
Holding in Top 10
519
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.39%
% of All Funds
8.31%
New
170
Increased
924
Reduced
930
Closed
93
Calls
$217M
Puts
$109M
Net Calls
+$107M
Net Calls Change
-$51.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
176
Sage Mountain Advisors
Georgia
$54.8M +$12.4M +60,922 +29%
FWM
177
FFT Wealth Management
Pennsylvania
$54.4M +$4.5M +22,068 +9%
B
178
Bailard
California
$54.2M +$248K +1,215 +0.5%
LW
179
Linscomb Wealth
Texas
$54.1M -$1.44M -7,064 -3%
BCM
180
Becker Capital Management
Oregon
$54M +$54M +264,420 New
SWM
181
Segment Wealth Management
Texas
$53.9M +$1.48M +7,267 +3%
LWMG
182
Levy Wealth Management Group
Pennsylvania
$53.9M +$1.18M +5,804 +2%
BEAM
183
Baker Ellis Asset Management
Washington
$53.7M -$625K -3,061 -1%
BJL
184
Brighton Jones LLC
Washington
$53.6M +$725K +3,550 +1%
Macquarie Group
185
Macquarie Group
Australia
$53M
IOOF
186
Independent Order of Foresters
Ontario, Canada
$53M
NC
187
NewSquare Capital
Pennsylvania
$52.8M +$1.98M +9,686 +4%
V
188
Veritable
Delaware
$51.1M -$30.2K -148 -0.1%
SWPG
189
Strategic Wealth Partners Group
Illinois
$50.6M +$1.78M +8,796 +4%
WSFS
190
Wilmington Savings Fund Society
Delaware
$50.4M -$1.79M -8,768 -3%
VIP
191
Viewpoint Investment Partners
Alberta, Canada
$50.3M +$14.6M +71,600 +41%
MFG
192
Merit Financial Group
Georgia
$50.2M -$110M -539,615 -69%
EK
193
Evensky & Katz
Florida
$49.8M -$323K -1,582 -0.6%
VA
194
Valmark Advisers
Ohio
$49.3M -$3.58M -17,531 -7%
NFG
195
Nadler Financial Group
Illinois
$49.2M +$906K +4,441 +2%
KIA
196
KCM Investment Advisors
California
$48.4M +$2.04M +10,013 +4%
HTC
197
Haverford Trust Company
Pennsylvania
$48.3M +$2.13M +10,453 +5%
OFP
198
OLIO Financial Planning
Virginia
$48.1M -$799K -3,915 -2%
PAS
199
Park Avenue Securities
New York
$47.8M +$39.4K +193 +0.1%
GBI
200
GP Brinson Investments
Illinois
$47.3M -$5.39M -26,393 -10%