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Vanguard Morningstar Total Stock Market ETF

2,680 hedge funds and large institutions have $113B invested in Vanguard Morningstar Total Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 373 funds opening new positions, 1,107 increasing their positions, 882 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more first-time investments, than exits

New positions opened: 373 | Existing positions closed: 65

146% more call options, than puts

Call options by funds: $292M | Put options by funds: $119M

26% more repeat investments, than reductions

Existing positions increased: 1,107 | Existing positions reduced: 882

19% more capital invested

Capital invested by funds: $95.3B → $113B (+$18.1B)

14% more funds holding in top 10

Funds holding in top 10: 513583 (+70)

12% more funds holding

Funds holding: 2,4032,680 (+277)

1.64% more ownership

Funds ownership: 31.78%33.42% (+1.6%)

Holders
2,680
Holders Change
+277
Holders Change %
+11.53%
% of All Funds
39.07%
Holding in Top 10
583
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+13.65%
% of All Funds
8.5%
New
373
Increased
1,107
Reduced
882
Closed
65
Calls
$292M
Puts
$119M
Net Calls
+$173M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
EK
226
Evensky & Katz
Florida
$52.4M -$794K -3,591 -2%
WPC
227
Wedmont Private Capital
Pennsylvania
$52.1M +$4.79M +21,670 +11%
HWM
228
Hassell Wealth Management
Louisiana
$51.9M -$701K -3,172 -1%
WCM
229
Windham Capital Management
Massachusetts
$51.6M -$203K -920 -0.4%
EPP
230
ETF Portfolio Partners
Kansas
$51.6M -$234K -1,060 -0.5%
HA
231
Hanover Advisors
South Carolina
$51.4M +$47.9M +216,869 New
MIM
232
Morningstar Investment Management
Illinois
$51.4M +$4.07M +18,431 +9%
RA
233
Regis Acquisition
Colorado
$51.2M -$3.14M -14,200 -6%
PA
234
Pinnacle Associates
New York
$51.2M +$1.44M +6,516 +3%
LP
235
LGL Partners
Pennsylvania
$50.7M +$294K +1,329 +0.6%
VM
236
VPR Management
Texas
$50.6M -$1.77M -8,000 -4%
OIM
237
Opus Investment Management
Massachusetts
$50.5M +$17.8M +80,374 +61%
CWM
238
Cedar Wealth Management
California
$50.1M -$198K -895 -0.4%
NA
239
NewEdge Advisors
Louisiana
$50.1M +$3.84M +17,359 +9%
TFCP
240
Twin Focus Capital Partners
Massachusetts
$49.3M +$7.1M +32,117 +18%
VIP
241
Viewpoint Investment Partners
Alberta, Canada
$49.1M -$243K -1,100 -0.5%
OFW
242
Omnia Family Wealth
Florida
$49.1M +$1.84M +8,314 +4%
PAS
243
Park Avenue Securities
New York
$49M -$932K -4,214 -2%
SI
244
Stash Investments
New York
$48.9M +$45.6M +206,318 New
William Blair & Company
245
William Blair & Company
Illinois
$48.9M +$1.15M +5,196 +3%
JFGLC
246
Johnson Financial Group LLC (Colorado)
Colorado
$48.5M -$6.58M -29,771 -13%
NHC
247
Nicholas Hoffman & Company
Georgia
$48.4M -$605K -2,738 -1%
APG
248
Abacus Planning Group
South Carolina
$48M +$2.43M +10,990 +6%
FPAS
249
Focus Partners Advisor Solutions
Missouri
$47.9M +$1.72M +7,776 +4%
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$47.6M +$2.57M +11,644 +6%

VTI Hedge Fund Activity: Q4 2023 in Review

2,680 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q4 2023, worth a combined $113B — up 19% from $95.3B a quarter earlier.

Buyers outnumbered sellers: 373 funds opened new VTI positions and 65 closed out — a net gain of 308 holders — while 1,107 added to existing stakes and 882 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.77B. The largest seller was State of Tennessee, Department of Treasury, cutting an estimated $496M.

  • 2,680 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q4 2023, up from 2,403 in Q3 2023.
  • Funds reported $113B of Vanguard Morningstar Total Stock Market ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 373 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q4 2023 and 65 closed out, a net change of +308 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.77B added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q4 2023 was State of Tennessee, Department of Treasury, an estimated $496M sold.

Based on aggregated 13F filings for Q4 2023.