We are live on ! Find out more
VTI icon

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
CF
2701
Cantor Fitzgerald
New York
-$3.56M -16,748 Closed
SPA
2702
Sentinel Pension Advisors
Massachusetts
-$3.18M -14,979 Closed
QT
2703
Quantbot Technologies
New York
-$1.18M -5,554 Closed
CPCM
2704
Cornerstone Partners Capital Management
Virginia
-$1.15M -5,395 Closed
CIAS
2705
CFS Investment Advisory Services
New Jersey
-$1.14M -5,347 Closed
CAG
2706
Curtis Advisory Group
California
-$1.02M -4,784 Closed
GAA
2707
Global Assets Advisory
Florida
-$863K -4,061 Closed
GCM
2708
G2 Capital Management
Ohio
-$640K -3,015 Closed
EWM
2709
Elmwood Wealth Management
California
-$629K -2,961 Closed
Legacy Financial Group (Iowa)
2710
Legacy Financial Group (Iowa)
Iowa
-$604K -2,843 Closed
SEM
2711
Strategic Equity Management
Arizona
-$580K -2,730 Closed
WA
2712
Waddell & Associates
Tennessee
-$572K -2,691 Closed
WMA
2713
West Michigan Advisors
Michigan
-$525K -2,471 Closed
CWM
2714
C2C Wealth Management
Arizona
-$456K -2,160 Closed
WAM
2715
Weatherly Asset Management
California
-$374K -1,762 Closed
KWILP
2716
Kiwi Wealth Investments Limited Partnership
New Zealand
-$338K -1,591 Closed
PCMU
2717
Paragon Capital Management (Utah)
Utah
-$325K -1,532 Closed
HHGA
2718
Halbert Hargrove Global Advisors
California
-$315K -1,481 Closed
CHP
2719
Cable Hill Partners
Oregon
-$296K -1,395 Closed
DFS
2720
Dixon Fnancial Services
California
-$287K -1,350 Closed
WAOTB
2721
Wealth Advisors of Tampa Bay
Florida
-$272K -1,282 Closed
RWM
2722
Rezny Wealth Management
Florida
-$270K -1,271 Closed
ACM
2723
Avalon Capital Management
California
-$253K -1,192 Closed
MW
2724
MBL Wealth
North Carolina
-$251K -1,180 Closed
ACP
2725
Aviance Capital Partners
Florida
-$242K -1,139 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.