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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
AP
701
Aspect Partners
Virginia
$8.41M +$7.84M +35,473 New
WIM
702
WealthPlan Investment Management
Nebraska
$8.38M +$319K +1,444 +4%
SFG
703
SNS Financial Group
Minnesota
$8.35M -$247K -1,116 -3%
MSAM
704
Moloney Securities Asset Management
Missouri
$8.33M +$1.91M +8,646 +33%
PTC
705
Philadelphia Trust Company
Pennsylvania
$8.29M
TPI
706
Trust Point Inc
Wisconsin
$8.18M +$7.62M +34,482 New
SF
707
Symphony Financial
Texas
$8.14M -$14M -63,259 -65%
BFG
708
Beacon Financial Group
Texas
$8.14M +$2.02M +9,129 +36%
VPA
709
Vernal Point Advisors
California
$8.12M +$7.56M +34,217 New
OC
710
Oppenheimer & Co
New York
$8.1M +$16.1K +73 +0.2%
PBF
711
Petix & Botte Financial
California
$8.09M -$284K -1,285 -4%
PFGIA
712
Patriot Financial Group Insurance Agency
Massachusetts
$8.07M +$125K +564 +2%
WC
713
Wexford Capital
Florida
$8.07M
PNC
714
Park National Corp
Ohio
$8.06M -$533K -2,413 -7%
LJHT
715
Laurie J. Hall Trustee
$8.04M -$221 -1 -0%
OBWG
716
Onyx Bridge Wealth Group
New York
$8.04M -$119K -539 -2%
ACI
717
Alpha Cubed Investments
California
$8.03M -$48.6K -220 -0.6%
WBCM
718
Wilson & Boucher Capital Management
California
$7.96M +$245K +1,109 +3%
AC
719
Avestar Capital
New York
$7.94M +$4.62M +20,908 +166%
PIFP
720
Partners in Financial Planning
Virginia
$7.89M +$36.5K +165 +0.5%
BFG
721
Bouchey Financial Group
New York
$7.88M +$350K +1,581 +5%
SVWAG
722
Sound View Wealth Advisors Group
Georgia
$7.87M +$932K +4,217 +15%
SFM
723
Signet Financial Management
New Jersey
$7.86M +$28.5K +129 +0.4%
RJT
724
Raymond James Trust
Florida
$7.85M +$362K +1,639 +5%
HB
725
HTLF Bank
Colorado
$7.84M +$7.3M +33,042 New

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.