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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
FFC
2551
First Financial Corp
Indiana
$141K +$7.52K +34 +6%
DWA
2552
Dougherty Wealth Advisers
Minnesota
$140K -$3.1K -14 -2%
EA
2553
Evolution Advisers
Virginia
$139K +$22.8K +103 +21%
BCA
2554
Bray Capital Advisors
Florida
$139K
RCM
2555
Richardson Capital Management
Wisconsin
$138K +$129K +582 New
MSWM
2556
Mowery & Schoenfeld Wealth Management
Illinois
$133K +$124K +562 New
Deutsche Bank
2557
Deutsche Bank
Germany
$132K -$31.6K -143 -20%
HFM
2558
Hartford Financial Management
Connecticut
$132K
LWA
2559
Lowe Wealth Advisors
Maryland
$130K
MM
2560
Main Management
California
$128K +$18.3K +83 +18%
WWM
2561
Wolff Wiese Magana
California
$128K -$20.6K -93 -15%
AWM
2562
Aspire Wealth Management
Massachusetts
$125K +$442 +2 +0.4%
TCWA
2563
Turtle Creek Wealth Advisors
Texas
$124K +$115K +522 New
VAMG
2564
Voisard Asset Management Group
Michigan
$123K +$114K +517 New
CAM
2565
Costello Asset Management
Pennsylvania
$121K
LIA
2566
Luken Investment Analytics
Tennessee
$120K
KWAG
2567
Kiely Wealth Advisory Group
North Carolina
$120K +$109K +494 New
TVWM
2568
Tower View Wealth Management
Wisconsin
$119K +$442 +2 +0.4%
CAM
2569
Creekmur Asset Management
Illinois
$117K +$109K +492 New
DFA
2570
DHJJ Financial Advisors
Illinois
$116K
RAM
2571
Riggs Asset Management
Pennsylvania
$112K
NSG
2572
Nalls Sherbakoff Group
Tennessee
$111K +$221 +1 +0.2%
TCM
2573
Tradewinds Capital Management
Washington
$107K -$12.8K -58 -11%
AIP
2574
Ameritas Investment Partners
Nebraska
$106K
SC
2575
Stephens Consulting
Michigan
$105K -$4.42K -20 -4%

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.