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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
RCM
476
Rain Capital Management
Oregon
$18.4M +$1.12M +5,053 +7%
LRIA
477
Leonard Rickey Investment Advisors
Washington
$18.4M +$888K +4,018 +5%
YCM
478
Yousif Capital Management
Michigan
$18.1M +$70.3K +318 +0.4%
Wellington Management Group
479
Wellington Management Group
Massachusetts
$18.1M
CFO
480
Capitol Family Office
Oregon
$18M +$307K +1,388 +2%
BFEC
481
Benjamin F. Edwards & Company
Missouri
$17.8M -$920K -4,163 -5%
SIC
482
Sigma Investment Counselors
Michigan
$17.8M -$4.63M -20,937 -22%
CAMG
483
CWA Asset Management Group
Florida
$17.8M +$1.05M +4,745 +7%
OL
484
Optas LLC
Texas
$17.8M -$3.1K -14 -0%
HI
485
Harbour Investments
Wisconsin
$17.5M +$1.49M +6,722 +10%
KDA
486
Kraft Davis & Associates
Missouri
$17.5M +$862K +3,901 +6%
MFIM
487
Mesirow Financial Investment Management
Illinois
$17.4M +$16.2M +73,401 New
SYBT
488
Stock Yards Bank & Trust
Kentucky
$17.3M +$55K +249 +0.3%
CA
489
Continuum Advisory
Idaho
$17.2M +$4M +18,107 +33%
HWM
490
Horizon Wealth Management
Illinois
$17.1M -$373K -1,689 -2%
RFG
491
REAP Financial Group
Texas
$17M +$15.9M +71,715 New
BSHC
492
Breed's Hill Capital
Massachusetts
$17M +$15.8M +71,607 New
SRB
493
Shotwell Rutter Baer
Michigan
$16.8M +$15.7M +71,012 New
SPIO
494
Seven Post Investment Office
California
$16.8M +$386K +1,744 +3%
SFS
495
Sowell Financial Services
Arkansas
$16.8M +$809K +3,659 +5%
FHA
496
First Horizon Advisors
Tennessee
$16.7M -$879K -3,977 -5%
ASN
497
Advisory Services Network
Georgia
$16.6M +$502K +2,269 +3%
GA
498
Gordian Advisors
Arizona
$16.4M +$15.3M +69,203 New
PWA
499
Peterson Wealth Advisors
Utah
$16.3M -$2.26M -10,244 -13%
SWM
500
Sanctuary Wealth Management
Idaho
$16.1M -$323K -1,459 -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.