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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
BFP
626
Briaud Financial Planning
Texas
$10.5M +$2.29M +10,339 +31%
MWA
627
Monograph Wealth Advisors
California
$10.4M +$2.75M +12,419 +39%
SMI
628
Shelter Mutual Insurance
Missouri
$10.4M -$652K -2,950 -6%
CIC
629
Carnegie Investment Counsel
Ohio
$10.3M +$1.61M +7,271 +20%
LWM
630
Liberty Wealth Management
California
$10.3M -$9.33M -42,202 -95%
LFA
631
LifeGuide Financial Advisors
Pennsylvania
$10.3M -$2.97M -13,446 -24%
Koshinski Asset Management
632
Koshinski Asset Management
Illinois
$10.3M +$1.41M +6,363 +17%
KA
633
Klingman & Associates
New York
$10.2M -$549K -2,485 -5%
AFA
634
AA Financial Advisors
Ohio
$10.2M +$9.49M +42,943 New
BA
635
Bristlecone Advisors
Washington
$10.1M +$39.6K +179 +0.4%
BRWA
636
B. Riley Wealth Advisors
Florida
$10.1M -$1.8M -8,129 -16%
LIM
637
Leavell Investment Management
Alabama
$10.1M +$4.7M +21,250 +99%
GC
638
Gilbert & Cook
Iowa
$10.1M +$75.2K +340 +0.8%
BPWM
639
Badgley Phelps Wealth Managers
Washington
$10.1M +$169K +763 +2%
IAN
640
Integrated Advisors Network
Texas
$10M -$604K -2,731 -6%
CFGS
641
Concourse Financial Group Securities
Alabama
$10M +$129K +583 +1%
IIM
642
Ironwood Investment Management
Massachusetts
$10M +$950K +4,298 +11%
TIA
643
Traphagen Investment Advisors
New Jersey
$9.97M -$7.96K -36 -0.1%
PTC
644
Private Trust Company
Ohio
$9.97M -$110K -497 -1%
IF
645
IRON Financial
Illinois
$9.92M -$289K -1,308 -3%
HP
646
HT Partners
Connecticut
$9.86M +$202K +915 +2%
FFN
647
Focus Financial Network
Minnesota
$9.81M +$2.06M +9,309 +29%
TFA
648
Trinity Financial Advisors
Ohio
$9.8M +$1.99M +8,999 +28%
Chevy Chase Trust
649
Chevy Chase Trust
Maryland
$9.73M -$199K -902 -2%
P
650
Pitcairn
Pennsylvania
$9.7M +$167K +755 +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.