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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 %
CCG
2051
Catalina Capital Group
California
$485K +$485K +2,044 New
FTA
2052
Financial & Tax Architects
Missouri
$484K -$10.1M -42,450 -95%
VIP
2053
Vantage Investment Partners
Missouri
$483K
EFL
2054
ERn Financial LLC
Wisconsin
$482K -$61.1K -258 -11%
AIA
2055
Alera Investment Advisors
Illinois
$482K -$237 -1 -0%
ITIM
2056
Indiana Trust & Investment Management
Indiana
$481K -$19.9K -84 -4%
FSA
2057
Fort Sheridan Advisors
Illinois
$480K +$78.5K +331 +20%
ERIM
2058
Eagle Ridge Investment Management
Connecticut
$480K -$5.46K -23 -1%
FM
2059
Family Management
New York
$480K
SWA
2060
SOA Wealth Advisors
New York
$477K +$40.8K +172 +9%
BP
2061
Broadleaf Partners
Ohio
$476K +$152K +642 +47%
CWM
2062
Campbell Wealth Management
Virginia
$474K -$117K -495 -20%
MKC
2063
M. Kraus & Co
Vermont
$473K +$111K +469 +31%
LCM
2064
Lazari Capital Management
California
$472K -$5.93K -25 -1%
LCGC
2065
Legacy Capital Group California
California
$472K +$472K +1,988 New
DAM
2066
Deltec Asset Management
New York
$470K
LWM
2067
Lyell Wealth Management
California
$469K
MAM
2068
Meeder Asset Management
Ohio
$468K
CCT
2069
Capital City Trust
Florida
$467K
OIS
2070
Okabena Investment Services
Minnesota
$467K
SAI
2071
Savvy Advisors Inc
New York
$467K +$467K +1,969 New
GCA
2072
Guardian Capital Advisors
Ontario, Canada
$467K
VC
2073
Vestor Capital
Illinois
$466K -$3.56K -15 -0.8%
HC
2074
Hourglass Capital
Texas
$465K
SIM
2075
Sterling Investment Management
Arizona
$465K