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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
WPWM
2676
Western Pacific Wealth Management
Illinois
$2.62K
PCM
2677
Perritt Capital Management
Illinois
$1.9K +$1.77K +8 New
VWA
2678
Valued Wealth Advisors
Utah
$1.07K +$1.1K +5 New
VCM
2679
Viewpoint Capital Management
Washington
$712
GCS
2680
Gordian Capital (Singapore)
Singapore
$238
CYG
2681
Clean Yield Group
Vermont
$192 -$7.07K -32 -97%
OLVIG
2682
Oliver Lagore Vanvalin Investment Group
Michigan
$168 -$1.99K -9 -90%
VAG
2683
VisionPoint Advisory Group
Texas
$150 -$85.1K -385 -100%
EW
2684
Evoke Wealth
California
-$118M -554,960 Closed
TA
2685
Trellis Advisors
Washington
-$77.9M -366,654 Closed
Jane Street
2686
Jane Street
New York
-$17.3M -81,352 Closed
TOTSC
2687
Trustees of the Smith College
Massachusetts
-$16.5M -77,587 Closed
CIM
2688
Cambria Investment Management
California
-$11.8M -55,505 Closed
WA
2689
Win Advisors
Florida
-$11.2M -52,660 Closed
State Street
2690
State Street
Massachusetts
-$9.33M -43,941 Closed
CA
2691
CSM Advisors
Pennsylvania
-$7.91M -37,249 Closed
NRA
2692
NSI Retail Advisors
Pennsylvania
-$7.82M -36,800 Closed
Wolverine Trading
2693
Wolverine Trading
Illinois
-$6.51M -30,657 Closed
KAS
2694
KPP Advisory Services
Kentucky
-$6.07M -28,561 Closed
TRCT
2695
Tower Research Capital (TRC)
New York
-$6.02M -28,323 Closed
SBH
2696
Segall Bryant & Hamill
Illinois
-$4.93M -23,200 Closed
CST
2697
Charles Schwab Trust
Nevada
-$4.91M -23,122 Closed
BGDI
2698
BW Gestao de Investimentos
Brazil
-$4.37M -20,560 Closed
Renaissance Technologies
2699
Renaissance Technologies
New York
-$4.29M -20,200 Closed
CCP
2700
Carmel Capital Partners
California
-$4.24M -19,953 Closed

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.