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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
CAG
526
Compass Advisory Group
New York
$14.7M -$97.9K -443 -0.7%
EWG
527
Executive Wealth Group
Washington
$14.7M -$286K -1,294 -2%
JIC
528
Johnson Investment Counsel
Ohio
$14.6M +$75.2K +340 +0.6%
CT
529
Coastline Trust
Rhode Island
$14.5M +$118K +532 +0.9%
CWG
530
Cornerstone Wealth Group
North Carolina
$14.5M +$1.08M +4,878 +9%
PHAM
531
Palisades Hudson Asset Management
Florida
$14.4M +$9.95K +45 +0.1%
SFO
532
Stokes Family Office
Louisiana
$14.4M -$1.92M -8,694 -13%
PGA
533
Portland Global Advisors
Maine
$14.3M -$111K -503 -0.8%
NCM
534
Northland Capital Management
Minnesota
$14.2M +$111K +502 +0.8%
AFG
535
Altiora Financial Group
Ohio
$14.2M +$5.8M +26,227 +78%
SW
536
SVB Wealth
Massachusetts
$14.2M -$4.43M -20,023 -25%
SC
537
Sinecera Capital
Texas
$14.1M -$704K -3,184 -5%
LPAM
538
Lodestar Private Asset Management
California
$14.1M +$380K +1,717 +3%
AWM
539
Apollon Wealth Management
South Carolina
$14.1M +$3.18M +14,396 +32%
AFS
540
Annapolis Financial Services
Maryland
$14.1M -$1.98M -8,969 -13%
LIWM
541
Long Island Wealth Management
New York
$14.1M +$13.1M +59,274 New
EGWAG
542
Elwood & Goetz Wealth Advisory Group
Georgia
$14M -$326K -1,474 -2%
ICG
543
InterOcean Capital Group
Tennessee
$14M -$810K -3,663 -6%
MPM
544
MBB Public Markets
Illinois
$14M -$23.2M -104,840 -64%
CM
545
Cornerstone Management
Georgia
$13.7M -$376K -1,700 -3%
Barclays
546
Barclays
United Kingdom
$13.7M +$1.86M +8,427 +17%
AGWCA
547
Annis Gardner Whiting Capital Advisors
Florida
$13.7M -$332K -1,501 -3%
AGC
548
Aspen Grove Capital
Colorado
$13.7M +$1.13M +5,133 +10%
IWM
549
IHT Wealth Management
Illinois
$13.7M -$2.74M -12,412 -18%
WL
550
WIT LLC
District of Columbia
$13.6M -$442 -2 -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.