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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
IWC
301
Integrated Wealth Concepts
Massachusetts
$37.8M -$1.35M -6,099 -4%
OA
302
Operose Advisors
Wisconsin
$37.7M +$4.1M +18,525 +13%
PA
303
Parallel Advisors
California
$37.7M +$564K +2,553 +2%
GP
304
Greenline Partners
New York
$37.5M +$2.01M +9,104 +6%
PS
305
Portfolio Strategies
New York
$37.4M +$6.4M +28,939 +22%
HA
306
HC Advisors
Georgia
$37.3M +$635K +2,873 +2%
RWI
307
Red Wave Investments
Pennsylvania
$37.2M +$633K +2,862 +2%
Victory Capital Management
308
Victory Capital Management
Texas
$36.9M -$27.5M -124,538 -44%
DPIM
309
Duff & Phelps Investment Management
Illinois
$36.6M +$776K +3,510 +2%
MSFS
310
Main Street Financial Solutions
Pennsylvania
$36.5M +$2.68M +12,116 +9%
AllianceBernstein
311
AllianceBernstein
Tennessee
$36.5M +$2.12M +9,578 +7%
OIA
312
OneDigital Investment Advisors
Kansas
$36.4M +$2.85M +12,910 +9%
BC
313
Bartlett & Co
Ohio
$36.4M +$89.1K +403 +0.3%
BCWM
314
Bartlett & Co Wealth Management
Ohio
$36.4M +$89.1K +403 +0.3%
AWM
315
Altus Wealth Management
Kentucky
$36.4M +$345K +1,560 +1%
IA
316
IFG Advisory
Georgia
$36.1M -$156K -705 -0.5%
KIM
317
Karpus Investment Management
New York
$36M -$4.88M -22,080 -13%
CL
318
Choreo LLC
Illinois
$35.6M +$2.33M +10,543 +8%
UCFA
319
United Capital Financial Advisors
Texas
$35.5M -$27.4M -123,722 -45%
BSSFA
320
Baron Silver Stevens Financial Advisors
Florida
$35.3M -$556K -2,515 -2%
FC
321
Family CFO
California
$35.3M +$522K +2,362 +2%
MPW
322
Monterey Private Wealth
California
$34.8M +$658K +2,978 +2%
SOWBOCOPL
323
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$34.5M
BAAM
324
Baker Avenue Asset Management
California
$34.5M +$4.07M +18,402 +14%
FCI
325
Financial Counselors Inc
Kansas
$33.5M +$5.2M +23,506 +20%

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.