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Vanguard Total Stock Market ETF

2,167 hedge funds and large institutions have $76.7B invested in Vanguard Total Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 971 increasing their positions, 793 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 971 | Existing positions reduced: 793

0.06% more ownership

Funds ownership: 32.77%32.83% (+0.06%)

3% less call options, than puts

Call options by funds: $252M | Put options by funds: $260M

3% less funds holding

Funds holding: 2,2262,167 (-59)

5% less funds holding in top 10

Funds holding in top 10: 508482 (-26)

18% less capital invested

Capital invested by funds: $93.5B → $76.7B (-$16.8B)

23% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 142

Holders
2,167
Holders Change
-59
Holders Change %
-2.65%
% of All Funds
36.5%
Holding in Top 10
482
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-5.12%
% of All Funds
8.12%
New
110
Increased
971
Reduced
793
Closed
142
Calls
$252M
Puts
$260M
Net Calls
-$7.94M
Net Calls Change
+$436M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$5.35B +$158M +766,978 +3%
RIM
2
Rakuten Investment Management
Japan
$4.35B +$634M +3,085,600 +16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.31B +$76.8M +373,985 +2%
US Bancorp
4
US Bancorp
Minnesota
$2.56B -$357M -1,739,289 -11%
Bank of America
5
Bank of America
North Carolina
$2.49B +$149M +726,066 +6%
LPL Financial
6
LPL Financial
California
$2.43B +$27.6M +134,173 +1%
Wealthfront Advisers
7
Wealthfront Advisers
California
$2.36B -$86.9M -423,147 -3%
Morgan Stanley
8
Morgan Stanley
New York
$2.17B +$316M +1,538,146 +15%
Creative Planning
9
Creative Planning
Kansas
$1.86B -$169M -821,488 -8%
MPM
10
MBB Public Markets
Illinois
$1.86B -$14.1M -68,697 -0.7%
Northern Trust
11
Northern Trust
Illinois
$1.82B -$49.7M -241,826 -2%
WI
12
WealthNavi Inc
Japan
$1.66B +$183M +892,974 +11%
NMIFOAC
13
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.52B
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.5B -$25.5M -124,138 -2%
HWM
15
HB Wealth Management
Georgia
$1.32B +$29.9M +145,560 +2%
AF
16
Allworth Financial
California
$1.05B +$70.8M +344,545 +7%
Wells Fargo
17
Wells Fargo
California
$1.04B +$6.12M +29,782 +0.5%
MFRM
18
Milliman Financial Risk Management
Illinois
$1.03B -$336M -1,634,110 -23%
W
19
Wealthsimple
Ontario, Canada
$989M +$74.9M +364,616 +7%
BP
20
Ballentine Partners
Massachusetts
$872M +$38M +184,934 +4%
UBS Group
21
UBS Group
Switzerland
$760M -$3.39M -16,492 -0.4%
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$683M +$36.9M +179,412 +5%
MIS
23
Morningstar Investment Services
Illinois
$585M +$49.4M +240,612 +8%
Osaic Holdings
24
Osaic Holdings
Arizona
$543M +$13.7M +66,502 +2%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$541M +$4.48M +21,791 +0.8%

VTI Hedge Fund Activity: Q2 2022 in Review

2,167 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q2 2022, worth a combined $76.7B — down 18% from $93.5B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of VTI and 110 opened new positions — a net loss of 32 holders — while 793 trimmed existing stakes and 971 added.

The largest buyer was Proficio Capital Partners, adding an estimated $2.13B. The largest seller was Silicon Valley Community Foundation, exiting entirely with an estimated $985M sold.

  • 2,167 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q2 2022, down from 2,226 in Q1 2022.
  • Funds reported $76.7B of Vanguard Total Stock Market ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 110 funds opened new Vanguard Total Stock Market ETF positions in Q2 2022 and 142 closed out, a net change of -32 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q2 2022 was Proficio Capital Partners, an estimated $2.13B added.
  • The largest Vanguard Total Stock Market ETF seller in Q2 2022 was Silicon Valley Community Foundation, an estimated $985M sold.

Based on aggregated 13F filings for Q2 2022.