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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
IWA
2726
Inspirion Wealth Advisors
Illinois
-$233K -1,095 Closed
EC
2727
EdgeRock Capital
Colorado
-$227K -1,069 Closed
BSG
2728
Black Swift Group
Colorado
-$208K -977 Closed
HKIMG
2729
Hutchens & Kramer Investment Management Group
Indiana
-$205K -968 Closed
MCM
2730
Maple Capital Management
Vermont
-$201K -948 Closed
MPCG
2731
Matrix Private Capital Group
New York
-$183K -860 Closed
AWA
2732
Authentikos Wealth Advisory
California
-$173K -815 Closed
Walleye Trading
2733
Walleye Trading
New York
-$167K -757 Closed
LFA
2734
Legend Financial Advisors
Pennsylvania
-$140K -657 Closed
EG
2735
Ellerson Group
Maryland
-$129K -605 Closed
HFS
2736
Hantz Financial Services
Michigan
-$116K -545 Closed
SCA
2737
Stonebridge Capital Advisors
Minnesota
-$78.9K -371 Closed
LAS
2738
LWM Advisory Services
Florida
-$34K -160 Closed
FRA
2739
Front Row Advisors
California
-$31.9K -150 Closed
CWM
2740
CarsonAllaria Wealth Management
Illinois
-$31.2K -147 Closed
SL
2741
Savior LLC
Massachusetts
-$25.7K -121 Closed
PFA
2742
Pathway Financial Advisers
Indiana
-$20.3K -96 Closed
WAM
2743
WFA Asset Management
Wisconsin
-$18.5K -87 Closed
MIFH
2744
Migdal Insurance & Financial Holdings
Israel
-$9K -42 Closed
WWP
2745
WR Wealth Planners
Missouri
-$2.97K -14 Closed
TC
2746
Truvestments Capital
Florida
-$1.7K -8 Closed
SFCL
2747
Strengthening Families & Communities LLC
Massachusetts
-$1K -5 Closed
BWS
2748
Buck Wealth Strategies
Colorado
-$212 -1 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.