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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
HSBC Holdings
676
HSBC Holdings
United Kingdom
$8.85M -$457K -2,065 -5%
CWM
677
Cahill Wealth Management
Michigan
$8.83M -$19.2K -87 -0.2%
OW
678
Olistico Wealth
Oklahoma
$8.81M +$1.55M +7,017 +23%
W
679
WealthCollab
Washington
$8.78M +$8.18M +36,999 New
IA
680
IFP Advisors
Florida
$8.73M -$2.1M -9,507 -21%
VCM
681
Versant Capital Management
Arizona
$8.72M -$90.9K -411 -1%
AAS
682
Ameritas Advisory Services
Nebraska
$8.7M -$2.4M -10,866 -23%
QCG
683
Quadrant Capital Group
Ohio
$8.7M +$1.44M +6,534 +22%
CIBC World Market
684
CIBC World Market
Ontario, Canada
$8.68M -$640K -2,896 -7%
OC
685
Oarsman Capital
Wisconsin
$8.64M +$7.63M +34,505 +1,803%
CCA
686
Clarity Capital Advisors
Florida
$8.62M +$8.04M +36,350 New
WT
687
Washington Trust
Rhode Island
$8.62M +$564K +2,551 +8%
NB
688
NBT Bank
New York
$8.61M +$8.03M +36,308 New
MCCA
689
Mill Creek Capital Advisors
Pennsylvania
$8.6M -$111K -503 -1%
LA
690
LM Advisors
California
$8.59M +$8M +36,203 New
PJWM
691
Philip James Wealth Mangement
Georgia
$8.58M +$8M +36,186 New
LF
692
Lantz Financial
Illinois
$8.56M +$14.4K +65 +0.2%
G
693
GenTrust
Florida
$8.54M +$227K +1,028 +3%
SOAG
694
Silver Oak Advisory Group
Oregon
$8.53M +$519K +2,347 +7%
CHJWM
695
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.5M +$539K +2,440 +7%
AA
696
Ancora Advisors
Ohio
$8.49M +$627K +2,837 +9%
ACA
697
Atlas Capital Advisors
Wyoming
$8.47M -$101K -458 -1%
ACIM
698
Azimuth Capital Investment Management
Michigan
$8.46M +$47.5K +215 +0.6%
CW
699
CreativeOne Wealth
Kansas
$8.46M +$1.56M +7,051 +25%
KWM
700
Kingsview Wealth Management
Oregon
$8.45M +$35.2K +159 +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.