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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
RWM
2126
Ruedi Wealth Management
Illinois
$273K +$34.5K +156 +14%
EL
2127
Essex LLC
Illinois
$273K +$8.63K +39 +3%
AWM
2128
Avondale Wealth Management
Texas
$272K
WAOTB
2129
Wealth Advisors of Tampa Bay
Florida
$272K +$284K +1,282 New
GSIS
2130
Global Strategic Investment Solutions
Arizona
$271K
GSC
2131
Ground Swell Capital
South Carolina
$271K +$282K +1,276 New
VBFG
2132
Vishria Bird Financial Group
Tennessee
$271K
PCM
2133
Penn Capital Management
Pennsylvania
$271K +$282K +1,276 New
RWM
2134
Rezny Wealth Management
Florida
$270K
LFG
2135
Lockerman Financial Group
California
$270K +$62K +280 +28%
PWM
2136
Purus Wealth Management
California
$269K
EIP
2137
Ellis Investment Partners
Pennsylvania
$268K +$1.11K +5 +0.4%
AFG
2138
Allegheny Financial Group
Pennsylvania
$267K +$278K +1,256 New
DCBT
2139
Dakota Community Bank & Trust
North Dakota
$266K
LC
2140
LCNB Corp
Ohio
$266K
VWM
2141
Vigilare Wealth Management
Arizona
$265K
WFMPM
2142
Woodley Farra Manion Portfolio Management
Indiana
$264K +$275K +1,244 New
GWSA
2143
Global Wealth Strategies & Associates
Colorado
$264K -$17.3K -78 -6%
HBW
2144
Hazlett, Burt & Watson
West Virginia
$263K +$885 +4 +0.3%
WHG
2145
Westwood Holdings Group
Texas
$263K +$274K +1,238 New
NA
2146
Nottingham Advisors
New York
$262K +$273K +1,234 New
GWAM
2147
Guardian Wealth Advisors (Minnesota)
Minnesota
$262K
WSC
2148
Wellington Shields & Co
New York
$261K
HPA
2149
High Probability Advisors
New York
$261K +$13.3K +60 +5%
TWM
2150
Triton Wealth Management
Arizona
$259K +$25.7K +116 +11%

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.