We are live on ! Find out more
VTI icon

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
CFSG
2526
Clark Financial Services Group
Missouri
$201K +$188K +850 New
IWS
2527
Insight Wealth Strategies
California
$201K +$187K +846 New
MCM
2528
MidAtlantic Capital Management
Virginia
$196K +$183K +827 New
ASBI
2529
American State Bank (Iowa)
Iowa
$195K
POIA
2530
Pin Oak Investment Advisors
Texas
$194K -$4.42K -20 -2%
NBT
2531
Northwest Bank & Trust
Iowa
$188K +$175K +792 New
CWM
2532
Cranbrook Wealth Management
Michigan
$187K +$442 +2 +0.3%
GKIM
2533
GW&K Investment Management
Massachusetts
$185K +$154K +698 +862%
MWA
2534
Moser Wealth Advisors
Washington
$185K +$149K +675 +649%
FGA
2535
Fortis Group Advisors
New Jersey
$185K +$86K +389 +100%
CT
2536
Colonial Trust
South Carolina
$184K
IPW
2537
Impact Partnership Wealth
Georgia
$180K -$49.5K -224 -23%
MTIC
2538
Missouri Trust & Investment Company
Missouri
$180K
PCG
2539
PFC Capital Group
California
$177K +$166K +750 New
EPW
2540
Evergreen Private Wealth
Colorado
$177K +$164K +744 New
4FG
2541
4Thought Financial Group
New York
$172K -$1.99K -9 -1%
CWAF
2542
Core Wealth Advisors (Florida)
Florida
$170K
HT
2543
Headlands Technologies
Illinois
$170K -$2.96M -13,385 -95%
PAIM
2544
Punch & Associates Investment Management
Minnesota
$165K -$2.21K -10 -1%
Parallax Volatility Advisers
2545
Parallax Volatility Advisers
California
$163K -$1.29M -5,825 -89%
BOC
2546
Bull Oak Capital
California
$155K
RA
2547
Rise Advisors
New York
$153K +$442 +2 +0.3%
GFPC
2548
Global Financial Private Client
Florida
$152K
IWMA
2549
Ironwood Wealth Management (Arizona)
Arizona
$150K
LB
2550
Legacy Bridge
Iowa
$142K

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.