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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
SVCP
2576
Silicon Valley Capital Partners
California
$105K +$442 +2 +0.5%
NFSG
2577
Newbridge Financial Services Group
Florida
$100K -$15.3K -69 -14%
ACA
2578
American Capital Advisory
Idaho
$100K +$93.5K +423 New
ODG
2579
O'Dell Group
Ohio
$98.2K +$91.5K +414 New
CP
2580
Castleview Partners
Texas
$96.3K -$269K -1,218 -75%
KHC
2581
Koesten Hirschmann & Crabtree
Kansas
$96.2K +$89.8K +406 New
AWM
2582
Activest Wealth Management
Florida
$93.5K
CAM
2583
Chesapeake Asset Management
New York
$91.3K
WWMSC
2584
Wagner Wealth Management (South Carolina)
South Carolina
$90.2K +$221 +1 +0.3%
MAM
2585
Marquette Asset Management
Minnesota
$88K -$70.3K -318 -46%
CIR
2586
Clear Investment Research
Georgia
$87.2K +$81.1K +367 New
SIS
2587
Sound Income Strategies
Florida
$85.9K +$18.1K +82 +29%
CFS
2588
CGC Financial Services
Oregon
$85.3K +$442 +2 +0.6%
CWM
2589
Compass Wealth Management
Connecticut
$83K
ACM
2590
Accent Capital Management
Ohio
$83K +$77.4K +350 New
BWP
2591
Baldwin Wealth Partners
Massachusetts
$82.8K
M
2592
MOTCO
Texas
$81.6K
FFA
2593
Founders Financial Alliance
North Carolina
$81.4K
CH
2594
Canton Hathaway
Rhode Island
$81K
KFS
2595
Kelly Financial Services
Massachusetts
$80.8K +$44K +199 +141%
UIA
2596
Ulland Investment Advisors
Minnesota
$79K -$5.53K -25 -7%
DAC
2597
Dividend Assets Capital
South Carolina
$79K
RPCA
2598
Running Point Capital Advisors
California
$78.6K
MAWCM
2599
Mine & Arao Wealth Creation & Management
California
$75.8K
JFG
2600
JDM Financial Group
Texas
$72.8K

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.