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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
APW
576
Atlantic Private Wealth
North Carolina
$12.5M -$57.7K -261 -0.5%
EP
577
Essential Planning
New Hampshire
$12.5M -$235K -1,061 -2%
AO
578
Advisor OS
Illinois
$12.4M +$266K +1,201 +2%
RMDI
579
R.M. Davis Inc
Maine
$12.4M +$221 +1 +0%
MECA
580
Miller Equity Capital Advisors
Texas
$12.4M -$125K -565 -1%
Citadel Advisors
581
Citadel Advisors
Florida
$12.3M +$3.63M +16,434 +46%
MA
582
MJP Associates
Connecticut
$12.3M -$163K -739 -1%
ABC
583
Associated Banc-Corp
Wisconsin
$12.2M +$195K +883 +2%
GA
584
GFS Advisors
Texas
$12.2M +$139K +629 +1%
BC
585
Barrett & Company
Rhode Island
$12.2M +$1.54M +6,988 +16%
H
586
HoyleCohen
California
$12.1M +$825K +3,732 +8%
AC
587
Applied Capital
Arkansas
$12M -$105K -477 -0.9%
FCIM
588
Fairview Capital Investment Management
California
$11.9M +$1.32M +5,986 +14%
FCH
589
Freestone Capital Holdings
Washington
$11.8M -$409K -1,852 -4%
BCM
590
Brookstone Capital Management
Illinois
$11.8M +$1.11M +5,036 +11%
SFA
591
Source Financial Advisors
New York
$11.7M +$462K +2,088 +4%
OSAM
592
O'Shaughnessy Asset Management
Connecticut
$11.7M -$339K -1,532 -3%
CI
593
Conning Inc
Connecticut
$11.7M
GFG
594
Goldstone Financial Group
Illinois
$11.5M +$639K +2,889 +6%
WB
595
Webster Bank
Connecticut
$11.4M +$1.18M +5,323 +12%
EWM
596
Evermay Wealth Management
Virginia
$11.4M -$456K -2,062 -4%
DWM
597
Dakota Wealth Management
Florida
$11.4M +$875K +3,958 +9%
FFA
598
Frazier Financial Advisors
Ohio
$11.4M +$10.6M +48,051 New
HNB
599
Huntington National Bank
Ohio
$11.4M
FWA
600
FSM Wealth Advisors
Ohio
$11.3M -$522K -2,359 -5%

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.