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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
PFA
351
Pure Financial Advisors
California
$29M -$519K -2,348 -2%
HR
352
Howe & Rusling
New York
$28.7M +$1.24M +5,593 +5%
VWA
353
VERITY Wealth Advisors
United States
$28.7M +$138K +624 +0.5%
HCA
354
Heck Capital Advisors
Wisconsin
$28.7M +$1.49M +6,736 +6%
DT
355
Diversified Trust
Tennessee
$28.6M +$232K +1,050 +0.9%
ODA
356
One Degree Advisors
California
$28.6M +$25.9M +117,145 New
TFGT
357
TS Financial Group (TSFG)
Illinois
$28.3M +$5.7M +25,777 +28%
NPT
358
National Philanthropic Trust
Pennsylvania
$28.3M +$26.3M +119,088 New
EFG
359
Everhart Financial Group
Ohio
$28.2M +$287K +1,298 +1%
IC
360
Iconiq Capital
California
$28.2M +$86K +389 +0.3%
KA
361
Kearns & Associates
California
$28.1M -$303K -1,372 -1%
FPB
362
First PREMIER Bank
South Dakota
$28.1M +$259K +1,173 +1%
WAM
363
Weinberger Asset Management
California
$27.6M -$180K -815 -0.7%
BA
364
Bridgewater Advisors
New York
$27.5M +$3.64M +16,455 +17%
PFPT
365
Pinnacle Financial Partners (Tennessee)
Tennessee
$27.4M +$60.4K +273 +0.2%
AI
366
Atria Investments
North Carolina
$27.3M -$2.26M -10,233 -8%
DK
367
David Kennon
Florida
$27.3M -$1.93M -8,727 -7%
IFG
368
Independent Financial Group
California
$27.1M +$295K +1,333 +1%
SWIG
369
Strategic Wealth Investment Group
Kentucky
$27M +$919K +4,158 +4%
Natixis Advisors
370
Natixis Advisors
Massachusetts
$26.9M +$13.1M +59,320 +109%
NFC
371
Northeast Financial Consultants
Connecticut
$26.9M -$511K -2,312 -2%
VA
372
Valmark Advisers
Ohio
$26.9M -$286K -1,295 -1%
BA
373
BCM Advisors
Louisiana
$26.8M +$576K +2,606 +2%
WCP
374
Wick Capital Partners
Pennsylvania
$26.8M +$1.39M +6,294 +6%
SWM
375
Sterling Wealth Management
Illinois
$26.7M +$24.9M +112,435 New

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.