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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
BCA
451
Bay Colony Advisors
Massachusetts
$20.1M +$456K +2,062 +3%
OAJ
452
Ogorek Anthony Joseph
New York
$20M +$63.2K +286 +0.3%
NWM
453
Northwest Wealth Management
Iowa
$20M +$360K +1,628 +2%
AF
454
Advisornet Financial
Minnesota
$20M +$979K +4,430 +6%
PA
455
PFG Advisors
Arizona
$19.7M +$580K +2,625 +3%
WIC
456
Woodmont Investment Counsel
Tennessee
$19.7M +$873K +3,947 +5%
RIM
457
Rockbridge Investment Management
New York
$19.5M -$820K -3,707 -4%
OAM
458
Oppenheimer Asset Management
New York
$19.5M +$18.2M +82,190 New
BL
459
BFSG LLC
California
$19.5M +$389K +1,760 +2%
GWM
460
Geneos Wealth Management
Colorado
$19.4M -$811K -3,669 -4%
WF
461
WoodTrust Financial
Wisconsin
$19.3M +$6.92M +31,282 +63%
RA
462
RFG Advisory
Alabama
$19.3M +$10.5M +47,553 +141%
BOSSRA
463
B.O.S.S. Retirement Advisors
Utah
$19.2M +$2.45M +11,063 +16%
CAL
464
Capital Advisors Ltd
Ohio
$19.2M -$101K -456 -0.6%
AFGAS
465
Allegiance Financial Group Advisory Services
Virginia
$19.2M +$2.1M +9,497 +13%
LI
466
Latigo Investments
Florida
$19.2M
MFA
467
Morling Financial Advisors
California
$19.1M +$1.83M +8,287 +11%
PWP
468
Precedent Wealth Partners
Texas
$19.1M +$17.8M +80,500 New
BF
469
Brooklyn FI
New York
$19M -$725K -3,281 -4%
WCM
470
Washington Capital Management
Washington
$18.8M +$28.7K +130 +0.2%
MPCL
471
My Personal CFO LLC
Washington
$18.7M +$1.77M +7,997 +11%
PWP
472
Principle Wealth Partners
Connecticut
$18.7M +$1.81M +8,176 +12%
SFPM
473
Sensible Financial Planning & Management
Massachusetts
$18.7M -$591K -2,672 -3%
CHAM
474
Clear Harbor Asset Management
Connecticut
$18.6M -$409K -1,851 -2%
WIM
475
Warwick Investment Management
Texas
$18.5M +$565K +2,555 +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.