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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
WP
326
WealthPLAN Partners
Nebraska
$33.1M +$34.9K +158 +0.1%
MWM
327
Modera Wealth Management
New Jersey
$33.1M -$750K -3,394 -2%
JA
328
JVL Associates
Michigan
$32.9M -$789K -3,570 -3%
NSIM
329
North Star Investment Management
Illinois
$32.7M +$222K +1,002 +0.7%
CIA
330
Concurrent Investment Advisors
Florida
$32.5M +$30.2M +136,815 New
JFG
331
JMG Financial Group
Illinois
$32.4M -$1.7M -7,706 -5%
FFWA
332
FRG Family Wealth Advisors
Washington
$32.4M +$1.47M +6,632 +5%
TF
333
TLWM Financial
Texas
$32.4M +$1.06M +4,802 +4%
EWA
334
EP Wealth Advisors
California
$32.2M +$4.76M +21,519 +19%
FWTB
335
First Western Trust Bank
Colorado
$32M +$10.5M +47,543 +54%
RWP
336
RWA Wealth Partners
Massachusetts
$31.9M +$23.3M +105,254 +360%
PWM
337
Perigon Wealth Management
California
$31.6M +$44.7K +202 +0.2%
PCFFS
338
Pacific Center for Financial Services
California
$31.3M +$218K +986 +0.8%
GRP
339
Global Retirement Partners
California
$31.1M +$960K +4,341 +3%
SFC
340
SYM Financial Corp
Indiana
$31M -$4.22M -19,078 -13%
GFP
341
Gryphon Financial Partners
Ohio
$30.9M +$2.81M +12,707 +10%
RWML
342
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$30.6M +$14.4K +65 +0.1%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$30.3M +$254K +1,149 +0.9%
ST
344
Smithfield Trust
Pennsylvania
$30.2M +$889K +4,019 +3%
BFWA
345
Benchmark Financial Wealth Advisors
Florida
$30.2M -$72.5K -328 -0.3%
LSIA
346
LaSalle St. Investment Advisors
Illinois
$30.1M +$154K +697 +6%
TCM
347
Telos Capital Management
California
$30M +$277K +1,252 +1%
AF
348
Affiance Financial
Minnesota
$29.3M +$6.4M +28,929 +31%
CFGSD
349
Compass Financial Group (South Dakota)
South Dakota
$29.2M -$1.28M -5,794 -4%
DAS
350
Dynamic Advisor Solutions
Arizona
$29.1M +$2.79M +12,612 +11%

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.