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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
Thrivent Financial for Lutherans
551
Thrivent Financial for Lutherans
Minnesota
$13.6M -$12.6K -57 -0.1%
DWT
552
Dorsey & Whitney Trust
South Dakota
$13.5M -$211K -955 -2%
CPIG
553
Chicago Partners Investment Group
Illinois
$13.5M +$1.35M +6,084 +12%
FDCP
554
Foster Dykema Cabot & Partners
Massachusetts
$13.5M +$12.6M +56,812 New
GT
555
Glenview Trust
Kentucky
$13.5M +$437K +1,977 +4%
EWM
556
Empirical Wealth Management
Washington
$13.4M +$1.26M +5,693 +11%
NEAM
557
New England Asset Management
Connecticut
$13.3M -$707K -3,200 -5%
EF
558
Empirical Finance
Pennsylvania
$13.3M -$1.02M -4,619 -8%
PCP
559
Proficio Capital Partners
Massachusetts
$13.3M +$5.74M +25,983 +87%
BFAG
560
Blackston Financial Advisory Group
Florida
$13.3M -$182K -823 -1%
WWM
561
Western Wealth Management
Colorado
$13.3M +$340K +1,537 +3%
NP
562
NorthRock Partners
Minnesota
$13.2M +$5.99M +27,110 +94%
GA
563
GoalVest Advisory
New York
$13.2M -$218K -988 -2%
FDCDDQ
564
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2M -$196K -886 -2%
RSWM
565
Robertson Stephens Wealth Management
California
$13.2M +$28.7K +130 +0.2%
CAM
566
Clark Asset Management
New Hampshire
$13.2M +$251K +1,134 +2%
EFN
567
Equita Financial Network
Pennsylvania
$13.1M +$995K +4,499 +9%
SAG
568
SageView Advisory Group
California
$13.1M +$1.25M +5,640 +12%
TFS
569
Thoroughbred Financial Services
Tennessee
$13M +$289K +1,307 +2%
S
570
SignatureFD
Georgia
$12.9M +$123K +556 +1%
SC
571
Seldon Capital
California
$12.8M
WIM
572
Westside Investment Management
California
$12.7M +$382K +1,728 +3%
LFS
573
Legacy Financial Strategies
Kansas
$12.7M +$174K +789 +1%
LA
574
LexAurum Advisors
Kansas
$12.6M +$110K +496 +0.9%
KTA
575
Keeley-Teton Advisors
Illinois
$12.5M -$44K -199 -0.4%

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.