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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
STA
376
Summit Trail Advisors
New York
$26.5M +$60.4K +273 +0.2%
CA
377
CGN Advisors
Kansas
$26.5M -$13.6M -61,335 -35%
SPIA
378
Steward Partners Investment Advisory
New York
$26.2M +$864K +3,910 +4%
LCM
379
Liberty Capital Management
Michigan
$26.2M +$2.21M +10,002 +10%
KeyBank National Association
380
KeyBank National Association
Ohio
$26M +$1.07M +4,842 +5%
BFS
381
Beacon Financial Strategies
North Carolina
$25.9M +$16.8K +76 +0.1%
FPCG
382
Fort Pitt Capital Group
Pennsylvania
$25.9M +$16.8M +76,072 +230%
MIA
383
Milestone Investment Advisors
Wisconsin
$25.8M +$527K +2,382 +2%
MA
384
Mutual Advisors
Nebraska
$25.6M +$6.48M +29,310 +37%
HWM
385
HFG Wealth Management
Texas
$25.4M +$23.7M +107,230 New
IWM
386
Integris Wealth Management
California
$25.2M +$1.87M +8,471 +9%
BF
387
Blankinship & Foster
California
$25.2M +$441K +1,994 +2%
FTS
388
Fifth Third Securities
Ohio
$25.1M +$7.95M +35,971 +51%
GVAG
389
Great Valley Advisor Group
Delaware
$25M +$4.11M +18,573 +21%
TWA
390
Trellis Wealth Advisors
California
$24.8M -$567K -2,566 -2%
FT
391
Fiduciary Trust
Massachusetts
$24.7M -$6.41K -29 -0%
ECT
392
Ebor Charitable Trust
Wyoming
$24.7M
NEPWA
393
New England Private Wealth Advisors
Massachusetts
$24.7M -$194K -879 -0.8%
PFM
394
Peak Financial Management
Massachusetts
$24.6M -$341K -1,543 -1%
RWIA
395
Roger Wittlin Investment Advisory
California
$24.3M +$807K +3,651 +4%
PF
396
Penney Financial
Texas
$24.2M +$22.5M +101,856 New
WA
397
Waverly Advisors
Alabama
$24.1M +$2.48M +11,215 +12%
SA
398
Skyline Advisors
Washington
$24.1M +$22.4M +101,387 New
BIG
399
Bush Investment Group
Georgia
$23.9M +$21.6M +97,811 New
CSPIA
400
Cary Street Partners Investment Advisory
Virginia
$23.9M +$498K +2,254 +2%

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.