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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
VWM
2626
Valley Wealth Managers
New Jersey
$34.4K
HI
2627
Hoey Investments
Pennsylvania
$32K
B
2628
Birchbrook
Maine
$28.7K +$26.8K +121 New
TH
2629
TCTC Holdings
Texas
$28.2K
HCP
2630
Hexagon Capital Partners
Arkansas
$28K +$22.3K +101 +594%
TIM
2631
Thompson Investment Management
Wisconsin
$27.8K -$15.3K -69 -37%
MIA
2632
MeadowBrook Investment Advisors
Michigan
$27.3K +$25.4K +115 New
CSB
2633
City State Bank
Iowa
$27K
WFA
2634
Wells Financial Advisors
Massachusetts
$26.6K
FF
2635
Friedenthal Financial
New Jersey
$26.1K +$24.3K +110 New
NECFA
2636
New England Capital Financial Advisors
Connecticut
$24K +$22.3K +101 New
YAL
2637
Your Advocates Ltd
Texas
$24K -$68.1K -308 -75%
TCPG
2638
Trivant Custom Portfolio Group
California
$23.7K
KA
2639
Kozak & Associates
Colorado
$23.1K +$221 +1 +1%
MIM
2640
MTM Investment Management
South Carolina
$22.3K
TLA
2641
Tanglewood Legacy Advisors
Texas
$20.6K
FA
2642
Faithward Advisors
Pennsylvania
$20.3K
OHWP
2643
Oak Harbor Wealth Partners
North Carolina
$19.2K
PS
2644
Planned Solutions
California
$18K +$16.8K +76 New
RAM
2645
Ramirez Asset Management
New York
$17.8K
BC
2646
Broadwater Capital
Massachusetts
$17.1K +$15.9K +72 New
CW
2647
Cooksen Wealth
Texas
$15.7K +$14.6K +66 New
CMA
2648
Cedar Mountain Advisors
Oregon
$15.4K
MLA
2649
MB, Levis & Associates
Pennsylvania
$15K -$30.1K -136 -68%
SIA
2650
Sit Investment Associates
Minnesota
$12K

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.