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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
AIA
2651
Angeles Investment Advisors
California
$11.9K
AIMA
2652
Ables Iannone Moore & Associates
Georgia
$11.9K +$11.1K +50 New
GWMIA
2653
Global Wealth Management Investment Advisory
Florida
$10.9K
CBT
2654
Central Bank & Trust
Kentucky
$10.4K
PS
2655
PayPay Securities
Japan
$10.3K -$11.1K -50 -54%
PP
2656
PFS Partners
New Jersey
$9.88K +$221 +1 +2%
WA
2657
WestEnd Advisors
North Carolina
$9.25K +$221 +1 +3%
MWM
2658
Mascoma Wealth Management
New Hampshire
$9.01K
SFA
2659
Semmax Financial Advisors
North Carolina
$8.83K +$2.65K +12 +50%
JPWM
2660
Jamison Private Wealth Management
Georgia
$8.69K +$221 +1 +3%
BSB
2661
Bangor Savings Bank
Maine
$8.06K
CA
2662
Centerpoint Advisors
Massachusetts
$8K
WAG
2663
Wiser Advisor Group
Arizona
$7.92K +$7.29K +33 New
NMG
2664
New Millennium Group
Utah
$7.87K
GWMI
2665
Guardian Wealth Management (Illinois)
Illinois
$7.67K
GPFA
2666
Game Plan Financial Advisors
Ohio
$7.59K +$7.07K +32 New
BA
2667
Ballast Advisors
Minnesota
$6.88K
PPWM
2668
PFG Private Wealth Management
Florida
$6.41K
WIA
2669
Wetzel Investment Advisors
Indiana
$6K +$5.53K +25 New
JHCP
2670
Jackson Hole Capital Partners
Oklahoma
$5.46K
CPA
2671
Clear Point Advisors
New York
$5.14K +$4.86K +22 New
BAM
2672
Byrne Asset Management
New Jersey
$3.81K
AIM
2673
Arcadia Investment Management
Michigan
$3.8K
IRAG
2674
Investment Research & Advisory Group
Georgia
$3.32K
IRC
2675
Investors Research Corp
Georgia
$3.18K

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.