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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
SCA
2601
Stuart Chaussee & Associates
California
$71.2K
RMC
2602
Resources Management Corp
Connecticut
$71K
VL
2603
Vima LLC
Michigan
$70.7K +$65.9K +298 New
PA
2604
PSI Advisors
Florida
$70.7K
PWMG
2605
Prestige Wealth Management Group
New Jersey
$69.6K -$14.4K -65 -18%
TFM
2606
TFC Financial Management
Massachusetts
$69.5K +$221 +1 +0.3%
OSNBOA
2607
Old Second National Bank of Aurora
Illinois
$67.6K
SAG
2608
Spotlight Asset Group
Illinois
$66.7K
BHWM
2609
Bay Harbor Wealth Management
Maryland
$61.9K
CCP
2610
Clarkston Capital Partners
Michigan
$60K -$98.8K -447 -64%
GWSA
2611
Global Wealth Strategies & Associates
Colorado
$59.1K -$220K -994 -80%
AWM
2612
Atticus Wealth Management
Florida
$53.1K
PGAM
2613
Princeton Global Asset Management
New Jersey
$52.4K +$48.4K +219 +10,950%
IF
2614
Integrity Financial
Wyoming
$47.7K -$131K -594 -75%
AI
2615
Arvest Investments
Arkansas
$47K +$43.8K +198 New
QCMNJ
2616
Quantum Capital Management (New Jersey)
New Jersey
$46.3K +$43.1K +195 New
CIM
2617
Contravisory Investment Management
Massachusetts
$45.1K -$11.1K -50 -21%
QC
2618
Quent Capital
New York
$43.6K
PA
2619
Pineridge Advisors
Missouri
$43.4K +$40.5K +183 New
FWA
2620
FSC Wealth Advisors
New York
$42.5K
NRG
2621
Nemes Rush Group
Michigan
$41.7K +$3.32K +15 +9%
Russell Investments Group
2622
Russell Investments Group
United Kingdom
$39K -$488K -2,207 -93%
DSC
2623
Duncker Streett & Co
Missouri
$38.1K
RCM
2624
Raleigh Capital Management
North Carolina
$36.1K
BIA
2625
Bell Investment Advisors
California
$34.7K

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.