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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
RIM
1
Rakuten Investment Management
Japan
$7.89B +$550M +2,482,600 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.48B +$775M +3,502,678 +11%
Betterment LLC
3
Betterment LLC
New York
$6.3B +$20.2M +91,152 +0.3%
US Bancorp
4
US Bancorp
Minnesota
$4.17B +$242M +1,092,393 +6%
Wealthfront Advisers
5
Wealthfront Advisers
California
$3.05B +$18.3M +82,804 +0.6%
LPL Financial
6
LPL Financial
California
$2.87B +$66.5M +300,304 +2%
Bank of America
7
Bank of America
North Carolina
$2.78B -$27.1M -122,377 -0.9%
Morgan Stanley
8
Morgan Stanley
New York
$2.4B -$40.3M -181,913 -2%
WI
9
WealthNavi Inc
Japan
$2.24B +$52.8M +238,323 +2%
Northern Trust
10
Northern Trust
Illinois
$2.03B +$37.9M +171,392 +2%
Creative Planning
11
Creative Planning
Kansas
$1.77B -$83M -375,136 -4%
AF
12
Allworth Financial
California
$1.7B +$34M +153,634 +2%
HWM
13
HB Wealth Management
Georgia
$1.47B +$21.2M +95,915 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.41B -$312M -1,407,861 -18%
BP
15
Ballentine Partners
Massachusetts
$1.25B +$8.83M +39,877 +0.7%
Wells Fargo
16
Wells Fargo
California
$1.23B +$55.4M +250,444 +5%
NMIFOAC
17
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.07B
State of Tennessee, Department of Treasury
18
State of Tennessee, Department of Treasury
Tennessee
$1.02B +$602M +2,721,091 +132%
UBS Group
19
UBS Group
Switzerland
$838M +$7.32M +33,079 +0.8%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$785M +$11.5M +52,031 +1%
NAM
21
Nissay Asset Management
Japan
$770M
JP Morgan Chase
22
JP Morgan Chase
New York
$767M +$306M +1,384,501 +62%
Osaic Holdings
23
Osaic Holdings
Arizona
$738M -$235M -1,059,784 -23%
Goldman Sachs
24
Goldman Sachs
New York
$724M -$8.48M -38,318 -1%
MIS
25
Morningstar Investment Services
Illinois
$698M -$9.73M -43,968 -1%

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.