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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
GAMC
501
Garner Asset Management Corp
Texas
$16M +$29.5M +133,337 New
NAMP
502
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$15.9M -$112K -505 -0.7%
CWM
503
Cornerstone Wealth Management
Missouri
$15.8M -$230K -1,039 -2%
AW
504
Avion Wealth
Texas
$15.7M -$556K -2,516 -4%
CNBT
505
Cornerstone National Bank & Trust
Illinois
$15.7M +$518K +2,343 +4%
CFS
506
Cannon Financial Strategists
Georgia
$15.7M +$85.8K +388 +0.6%
5SA
507
5th Street Advisors
Connecticut
$15.6M -$468K -2,115 -3%
ML
508
Mayport LLC
Massachusetts
$15.6M +$1.93M +8,739 +15%
MCM
509
MontVue Capital Management
Virginia
$15.6M +$14.5M +65,783 New
FCM
510
Firestone Capital Management
Florida
$15.6M -$254K -1,150 -2%
MGWA
511
Monument Group Wealth Advisors
Massachusetts
$15.6M +$14.5M +65,591 New
GT
512
Greenleaf Trust
Michigan
$15.5M +$889K +4,020 +7%
PGWM
513
Parisi Gray Wealth Management
New Jersey
$15.4M +$52K +235 +0.4%
EWA
514
EverSource Wealth Advisors
Alabama
$15.4M -$1.43M -6,487 -9%
CIG
515
Cascade Investment Group
Colorado
$15.4M +$888K +4,015 +7%
RFM
516
Royal Fund Management
Florida
$15.4M -$285K -1,289 -2%
Millennium Management
517
Millennium Management
New York
$15.3M +$11.8M +53,219 +476%
CB
518
Community Bank
New York
$15.3M
TWA
519
TCI Wealth Advisors
Arizona
$15.2M +$202K +913 +1%
FHB
520
First Hawaiian Bank
Hawaii
$15M
MFA
521
McClarren Financial Advisors
Pennsylvania
$15M -$42.7K -193 -0.3%
AAP
522
Arax Advisory Partners
Colorado
$14.9M +$258K +1,167 +2%
RMAM
523
Raab & Moskowitz Asset Management
New Jersey
$14.9M +$849K +3,840 +7%
SAM
524
Satovsky Asset Management
New York
$14.8M +$336K +1,519 +2%
JWCA
525
J.W. Cole Advisors
Florida
$14.7M +$2.58M +11,687 +23%

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.