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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
CZI
276
Chan Zuckerberg Initiative
California
$42.7M +$39.8M +179,810 New
WCWM
277
Wooster Corthell Wealth Management
Connecticut
$42.5M -$319K -1,441 -0.8%
MWM
278
Magnolia Wealth Management
Alabama
$42.4M -$234K -1,060 -0.6%
SMC
279
Smith, Moore & Co
Missouri
$42.4M -$337K -1,524 -0.8%
CGL
280
Clarius Group LLC
Washington
$42.1M +$318K +1,437 +0.8%
SHWM
281
Smith & Howard Wealth Management
Georgia
$42M -$1.71M -7,730 -4%
NG
282
Northstar Group
New York
$41.9M +$1.87M +8,467 +5%
LW
283
Libra Wealth
California
$41.8M +$416K +1,880 +1%
LW
284
Linscomb Wealth
Texas
$41.5M -$541K -2,446 -1%
WAG
285
Winthrop Advisory Group
Massachusetts
$41.5M +$1.5M +6,785 +4%
AAMC
286
Asset Allocation & Management Company
Illinois
$41.3M +$483K +2,184 +1%
SA
287
Scarborough Advisors
Maryland
$41.1M +$6.13M +27,721 +19%
FHA
288
Flagship Harbor Advisors
Massachusetts
$40.9M -$105K -474 -0.3%
SFG
289
StrategIQ Financial Group
Indiana
$40.9M -$4.82M -21,817 -11%
OBWP
290
O'Brien Wealth Partners
Massachusetts
$40.7M -$858K -3,880 -2%
RPWA
291
Regent Peak Wealth Advisors
Georgia
$40M -$560K -2,534 -1%
CB
292
Commerce Bank
Missouri
$39.9M +$6.16M +27,879 +20%
TC
293
Trilogy Capital
California
$39.9M -$648K -2,932 -2%
BL
294
Balentine LLC
Georgia
$39.2M -$719K -3,252 -2%
WA
295
WBH Advisory
Maryland
$39M -$765K -3,460 -2%
HCC
296
Hirtle Callaghan & Co
Pennsylvania
$38.6M +$449K +2,033 +1%
PCIG
297
Partners Capital Investment Group
Massachusetts
$38.5M +$5.63M +25,479 +19%
MMA
298
Miracle Mile Advisors
California
$38.4M -$360K -1,627 -1%
MHR
299
Matthew Hamilton Rosenberg
$38.3M +$113K +513 +0.3%
EAM
300
Evanson Asset Management
California
$38.2M +$127K +574 +0.4%

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.