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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
WFA
251
Wade Financial Advisory
California
$47.5M +$1.41M +6,400 +3%
PWM
252
Prentice Wealth Management
New York
$47.5M +$2.88M +13,025 +7%
Kovitz Investment Group Partners
253
Kovitz Investment Group Partners
Illinois
$47.4M +$1.15M +5,215 +3%
CC
254
Cypress Capital
Tennessee
$47.1M +$26.3K +119 +0.1%
UI
255
Unconventional Investor
New Hampshire
$47M +$2.25M +10,155 +5%
JIP
256
Jaffetilchin Investment Partners
Florida
$46.5M +$3.37M +15,258 +8%
UOMF
257
University of Maryland Foundation
Maryland
$46.1M
WFA
258
Wellspring Financial Advisors
Ohio
$45.9M -$157K -709 -0%
Jones Financial Companies
259
Jones Financial Companies
Missouri
$45.9M -$896K -4,052 -2%
BFS
260
Burrus Financial Services
Utah
$45.8M -$28.3M -128,029 -40%
LNWTC
261
Laird Norton Wetherby Trust Company
Washington
$45.5M -$99.6M -450,676 -70%
HTC
262
Haverford Trust Company
Pennsylvania
$45M +$269K +1,218 +0.6%
Janney Montgomery Scott
263
Janney Montgomery Scott
Pennsylvania
$44.7M +$1.17M +5,282 +3%
BCMLT
264
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.5M -$1.96M -8,885 -4%
LWM
265
Luminvest Wealth Management
Arizona
$44.1M +$36.4M +164,807 New
CWM
266
Cherrydale Wealth Management
New Jersey
$43.8M +$2.11M +9,552 +5%
AWS
267
Atria Wealth Solutions
New York
$43.7M -$1.88M -8,517 -4%
PG
268
Proffitt & Goodson
Tennessee
$43.5M +$155K +699 +0.4%
RW
269
REDW Wealth
New Mexico
$43.5M -$1.97M -8,914 -5%
PMA
270
Prudent Man Advisors
Illinois
$43.5M -$1.52M -6,861 -4%
HWM
271
Hemington Wealth Management
Virginia
$43.1M -$328K -1,485 -0.8%
ECG
272
EPIQ Capital Group
California
$42.8M +$6.02M +27,249 +18%
AA
273
Ashford Advisors
New York
$42.8M -$237K -1,072 -0.6%
SWP
274
Stratos Wealth Partners
Ohio
$42.7M +$2.24M +10,152 +6%
NSAM
275
North Star Asset Management
Wisconsin
$42.7M +$3.08M +13,940 +8%

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.