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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
FFWM
2501
Future Financial Wealth Management
Ohio
$211K -$141K -639 -42%
IAP
2502
Indie Asset Partners
Indiana
$210K +$196K +886 New
JF
2503
JSF Financial
California
$210K +$195K +883 New
NIM
2504
Nicollet Investment Management
Minnesota
$209K +$195K +881 New
DIM
2505
DLK Investment Management
California
$209K +$195K +880 New
APWA
2506
Atlas Private Wealth Advisors
New Jersey
$209K +$194K +879 New
SIC
2507
Sterling Investment Counsel
New York
$208K +$194K +876 New
AFWM
2508
Abich Financial Wealth Management
Virginia
$208K +$193K +875 New
MI
2509
Motiv8 Investments
Florida
$207K +$193K +873 New
CTA
2510
Colonial Trust Advisors
South Carolina
$207K +$221 +1 +0.1%
CVA
2511
Central Valley Advisors
California
$207K +$193K +871 New
DL
2512
DOHJ LLC
Washington
$205K -$211K -955 -52%
BIA
2513
Bigelow Investment Advisors
Maine
$205K +$191K +865 New
HCA
2514
Horan Capital Advisors
Ohio
$205K +$191K +865 New
SIA
2515
SkyView Investment Advisors
New Jersey
$205K -$316K -1,431 -62%
ZIG
2516
Zuckerman Investment Group
Illinois
$205K +$191K +863 New
MC
2517
Middleton & Co
Massachusetts
$204K -$20.8K -94 -10%
TA
2518
Tectonic Advisors
Texas
$204K +$190K +861 New
SS
2519
Sunbelt Securities
Texas
$204K +$21K +95 +12%
TA
2520
Townsend & Associates
Colorado
$204K +$187K +847 New
SIG
2521
Sargent Investment Group
Maryland
$204K +$190K +860 New
MPW
2522
MA Private Wealth
California
$203K +$189K +855 New
MAM
2523
Milestone Asset Management
Pennsylvania
$203K +$189K +854 New
ACM
2524
Alamar Capital Management
California
$202K +$188K +850 New
SA
2525
SRH Advisors
Kansas
$201K

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.