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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
AWM
401
AllSquare Wealth Management
New York
$23.7M +$51.1K +231 +0.2%
GL
402
Graypoint LLC
New York
$23.6M -$216K -978 -1%
CPC
403
Consolidated Planning Corp
Georgia
$23.5M +$278K +1,259 +1%
JCM
404
Jacobi Capital Management
Pennsylvania
$23.5M -$50K -226 -0.2%
WFP
405
Wrenne Financial Planning
Kentucky
$23.4M +$21.8M +98,476 New
JFGIW
406
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.3M -$13.9M -62,783 -39%
KFGK
407
Keystone Financial Group (Kentucky)
Kentucky
$23.3M +$3.47M +15,696 +19%
CCA
408
Cobblestone Capital Advisors
New York
$23.2M -$996K -4,505 -4%
WWWM
409
White Wing Wealth Management
Texas
$23.1M +$21.6M +97,867 New
HSA
410
HBK Sorce Advisory
Pennsylvania
$23.1M +$917K +4,148 +4%
M&T Bank
411
M&T Bank
New York
$23.1M +$3.97M +17,974 +23%
FAG
412
Financial Architects (Georgia)
Georgia
$23M +$21.4M +96,953 New
KPWS
413
Kestra Private Wealth Services
Texas
$23M +$1.44M +6,524 +7%
N
414
Nuveen
North Carolina
$23M +$21.4M +96,800 New
PS
415
Principal Securities
Iowa
$22.9M +$21.3M +96,503 New
MIM
416
Monashee Investment Management
Massachusetts
$22.8M +$21.2M +96,060 New
FAIM
417
Financial Advocates Investment Management
Washington
$22.8M -$458K -2,072 -2%
GDP
418
Great Diamond Partners
Maine
$22.7M +$11.7K +53 +0.1%
LA
419
LPF Advisors
Florida
$22.6M +$21M +95,124 New
ECG
420
Edge Capital Group
Georgia
$22.4M +$16.4M +74,272 +370%
PCWA
421
Pacific Capital Wealth Advisors
California
$22M +$221 +1 +0%
SFS
422
Starfox Financial Services
Texas
$22M +$802K +3,627 +4%
AL
423
Aspiriant LLC
California
$21.9M +$11M +49,817 +117%
CGA
424
Crescent Grove Advisors
Illinois
$21.9M +$11.5K +52 +0.1%
ACM
425
Ashford Capital Management
Delaware
$21.9M +$627K +2,836 +3%

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.