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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
SFA
26
Sequoia Financial Advisors
Ohio
$641M +$49.2M +222,507 +9%
State of Tennessee, Department of Treasury
27
State of Tennessee, Department of Treasury
Tennessee
$603M -$496M -2,245,529 -47%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$580M +$13.9M +62,948 +3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$574M +$6.97M +31,515 +1%
Ameriprise
30
Ameriprise
Minnesota
$516M +$17.6M +79,638 +4%
SCM
31
SCS Capital Management
Massachusetts
$508M +$7.89M +35,691 +2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$468M +$13.9M +63,056 +3%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$453M +$12.8M +57,840 +3%
FWI
34
Facet Wealth Inc
Maryland
$429M +$42.5M +192,313 +12%
Empower Advisory Group
35
Empower Advisory Group
Colorado
$405M +$989K +4,472 +0.3%
HighTower Advisors
36
HighTower Advisors
Illinois
$389M +$109M +493,911 +43%
SF
37
Summit Financial
New Jersey
$376M -$208K -941 -0.1%
WCM
38
Wealthcare Capital Management
Virginia
$376M -$3.16M -14,308 -0.9%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$370M +$1.28M +5,812 +0.4%
EI
40
Ellevest Inc
New York
$357M +$5.64M +25,518 +2%
Mariner
41
Mariner
Kansas
$356M +$13.2M +59,608 +4%
Truist Financial
42
Truist Financial
North Carolina
$338M -$2.25M -10,156 -0.7%
PCIA
43
Prime Capital Investment Advisors
Kansas
$334M -$9.56M -43,227 -3%
LNC
44
Lincoln National Corp
Pennsylvania
$331M +$2.93M +13,263 +1%
PIMG
45
Patriot Investment Management Group
Tennessee
$327M -$1.02M -4,618 -0.3%
TI
46
Truepoint Inc
Ohio
$323M -$5.69M -25,739 -2%
BOH
47
Bank of Hawaii
Hawaii
$316M -$46.1M -208,526 -14%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$316M +$294M +1,331,537 New
ST
49
Sageworth Trust
Pennsylvania
$304M +$39.6M +179,060 +16%
PAG
50
Private Advisor Group
New Jersey
$303M +$6.96M +31,489 +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.