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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
WCM
426
Washburn Capital Management
Florida
$21.9M +$2.47M +11,176 +14%
GPWA
427
Great Point Wealth Advisors
Massachusetts
$21.8M -$1.23M -5,549 -6%
SQA
428
Simon Quick Advisors
New Jersey
$21.7M -$344K -1,555 -2%
NW
429
NewEdge Wealth
Pennsylvania
$21.7M +$7.55M +34,149 +60%
PWMAG
430
Pinnacle Wealth Management Advisory Group
New Jersey
$21.7M +$428K +1,938 +2%
BWA
431
Bordeaux Wealth Advisors
California
$21.6M +$723K +3,269 +4%
CA
432
Clearstead Advisors
Ohio
$21.6M -$9.19M -41,554 -31%
Susquehanna International Group
433
Susquehanna International Group
Pennsylvania
$21.6M +$19.6M +88,735 +4,033%
USCWA
434
U.S. Capital Wealth Advisors
Texas
$21.5M -$6.22M -28,138 -24%
WRTC
435
Wind River Trust Company
Wyoming
$21.3M
OWP
436
Obermeyer Wealth Partners
Colorado
$21.3M +$2.5M +11,321 +14%
SJL
437
Shayne & Jacobs LLC
Tennessee
$21.3M -$50K -226 -0.3%
BP
438
BBR Partners
New York
$21.3M -$2.42M -10,943 -11%
RC
439
Roundview Capital
New Jersey
$21.2M +$911K +4,120 +5%
BGA
440
Battery Global Advisors
Massachusetts
$21.1M +$19.6M +88,810 New
CWA
441
Clarity Wealth Advisors
California
$21.1M +$807K +3,649 +4%
QWM
442
Quaker Wealth Management
New Jersey
$21M +$155K +701 +0.8%
VVP
443
Venture Visionary Partners
Ohio
$21M -$289K -1,308 -1%
MG
444
Mather Group
Illinois
$21M +$396K +1,789 +2%
AH
445
Addis & Hill
Pennsylvania
$20.8M +$18.1M +81,650 New
FRA
446
Frank Rimerman Advisors
California
$20.4M
CWM
447
Connecticut Wealth Management
Connecticut
$20.3M -$436K -1,974 -2%
CAM
448
Cozad Asset Management
Illinois
$20.3M +$495K +2,238 +3%
CI
449
Cordant Inc
Oregon
$20.3M -$24.5K -111 -0.1%
CIAS
450
CBIZ Investment Advisory Services
Ohio
$20.2M +$612K +2,770 +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.