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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
CANC
651
Culbertson A N & Co
Virginia
$9.68M -$71.2K -322 -0.8%
OCM
652
One Capital Management
California
$9.66M +$29K +131 +0.3%
Prudential Financial
653
Prudential Financial
New Jersey
$9.57M -$170K -768 -2%
PFS
654
Prospera Financial Services
Texas
$9.49M -$361K -1,631 -4%
CA
655
Cambridge Advisors
Nebraska
$9.48M -$1.34M -6,049 -13%
HIA
656
Harbor Investment Advisory
Maryland
$9.44M +$692K +3,130 +9%
DBRC
657
D.B. Root & Company
Pennsylvania
$9.42M -$1.06M -4,784 -11%
RI
658
Rinkey Investments
California
$9.32M -$227K -1,029 -3%
BFG
659
Bleakley Financial Group
New Jersey
$9.27M -$2.37M -10,710 -22%
AWM
660
Abound Wealth Management
Tennessee
$9.22M -$1.63M -7,385 -16%
SC
661
Steph & Co
Wisconsin
$9.2M +$177K +800 +2%
MOS
662
MGO One Seven
Ohio
$9.16M +$408K +1,845 +5%
TT
663
TI-Trust
Illinois
$9.11M +$75.8K +343 +0.9%
CA
664
Cresta Advisors
Texas
$9.11M +$108K +489 +1%
IAIM
665
International Assets Investment Management
Florida
$9.09M -$10.3M -46,802 -55%
ML
666
McAdam LLC
Pennsylvania
$9.09M -$247K -1,118 -3%
SWA
667
Stratos Wealth Advisors
Ohio
$9.06M +$570K +2,577 +7%
MA
668
Modus Advisors
Minnesota
$9.05M -$106K -478 -1%
HCMT
669
Highland Capital Management (Tennessee)
Tennessee
$9.03M -$4.42K -20 -0.1%
TIM
670
Tortoise Investment Management
New York
$8.96M +$694K +3,141 +9%
Schroder Investment Management Group
671
Schroder Investment Management Group
United Kingdom
$8.93M
BCM
672
Basso Capital Management
Connecticut
$8.88M -$80K -362 -1%
DWMG
673
DB Wealth Management Group
California
$8.88M +$2.57M +11,647 +45%
1WM
674
1900 Wealth Management
Texas
$8.85M +$98.2K +444 +1%
GFS
675
GYL Financial Synergies
Connecticut
$8.85M -$557K -2,518 -6%

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.