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Vanguard Total Stock Market ETF

2,231 hedge funds and large institutions have $96.8B invested in Vanguard Total Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 423 funds opening new positions, 911 increasing their positions, 617 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

683% more first-time investments, than exits

New positions opened: 423 | Existing positions closed: 54

48% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 617

24% more capital invested

Capital invested by funds: $78.3B → $96.8B (+$18.5B)

23% more funds holding in top 10

Funds holding in top 10: 406498 (+92)

17% more funds holding

Funds holding: 1,8992,231 (+332)

2.71% more ownership

Funds ownership: 30.51%33.22% (+2.7%)

72% less call options, than puts

Call options by funds: $176M | Put options by funds: $622M

Holders
2,231
Holders Change
+332
Holders Change %
+17.48%
% of All Funds
34.33%
Holding in Top 10
498
Holding in Top 10 Change
+92
Holding in Top 10 Change %
+22.66%
% of All Funds
7.66%
New
423
Increased
911
Reduced
617
Closed
54
Calls
$176M
Puts
$622M
Net Calls
-$446M
Net Calls Change
-$3.28B
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$6.67B +$17.8M +75,571 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.1B +$144M +608,927 +3%
US Bancorp
3
US Bancorp
Minnesota
$4.22B +$3.57B +15,132,157 +650%
RIM
4
Rakuten Investment Management
Japan
$4.17B +$647M +2,739,900 +19%
Bank of America
5
Bank of America
North Carolina
$3.04B +$125M +529,040 +4%
Wealthfront Advisers
6
Wealthfront Advisers
California
$2.96B +$13.3M +56,407 +0.5%
NMIFOAC
7
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.42B
MPM
8
MBB Public Markets
Illinois
$2.38B +$2.32B +9,842,485 New
Morgan Stanley
9
Morgan Stanley
New York
$2.37B +$64.5M +273,379 +3%
LPL Financial
10
LPL Financial
California
$2.26B -$47.3M -200,552 -2%
Northern Trust
11
Northern Trust
Illinois
$2.26B -$28M -118,678 -1%
MFRM
12
Milliman Financial Risk Management
Illinois
$2.16B
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.95B +$78M +330,335 +4%
WI
14
WealthNavi Inc
Japan
$1.85B +$86.2M +365,282 +5%
HWM
15
HB Wealth Management
Georgia
$1.49B +$1.45B +6,153,958 New
Creative Planning
16
Creative Planning
Kansas
$1.36B -$78.3M -331,823 -6%
Wells Fargo
17
Wells Fargo
California
$1.29B -$144M -612,008 -10%
AF
18
Allworth Financial
California
$1.19B +$25.4M +107,535 +2%
BP
19
Ballentine Partners
Massachusetts
$1.08B +$14.2M +60,137 +1%
W
20
Wealthsimple
Ontario, Canada
$1.01B +$992M +4,200,456 New
UBS Group
21
UBS Group
Switzerland
$934M +$2.03M +8,616 +0.2%
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$814M +$11.9M +50,284 +2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$686M +$3.48M +14,729 +0.5%
Osaic Holdings
24
Osaic Holdings
Arizona
$681M +$14.9M +62,965 +1%
MIS
25
Morningstar Investment Services
Illinois
$631M +$35.3M +149,379 +6%

VTI Hedge Fund Activity: Q4 2021 in Review

2,231 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q4 2021, worth a combined $96.8B — up 24% from $78.3B a quarter earlier.

Buyers outnumbered sellers: 423 funds opened new VTI positions and 54 closed out — a net gain of 369 holders — while 911 added to existing stakes and 617 trimmed.

The largest buyer was US Bancorp, adding an estimated $3.57B. The largest seller was Wells Fargo, cutting an estimated $144M.

  • 2,231 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q4 2021, up from 1,899 in Q3 2021.
  • Funds reported $96.8B of Vanguard Total Stock Market ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 423 funds opened new Vanguard Total Stock Market ETF positions in Q4 2021 and 54 closed out, a net change of +369 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q4 2021 was US Bancorp, an estimated $3.57B added.
  • The largest Vanguard Total Stock Market ETF seller in Q4 2021 was Wells Fargo, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2021.