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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
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$302M -$4.19M -18,935 -1%
SC
52
Savant Capital
Illinois
$280M +$16.3M +73,664 +7%
VCP
53
Vista Capital Partners
Oregon
$278M -$3.52M -15,934 -1%
FG
54
Foster Group
Iowa
$265M
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$254M +$6.89M +31,170 +3%
Cerity Partners
56
Cerity Partners
New York
$243M +$1.03B +4,665,993 +553%
Brown Advisory
57
Brown Advisory
Maryland
$235M +$11M +49,890 +5%
IL
58
Investure LLC
Virginia
$229M -$3.85M -17,425 -2%
GC
59
Gibson Capital
Pennsylvania
$229M -$249K -1,127 -0.1%
WANY
60
Wealthspire Advisors (New York)
New York
$226M +$26.8M +121,444 +15%
Corient Private Wealth
61
Corient Private Wealth
Florida
$222M -$4.72M -21,342 -2%
Citigroup
62
Citigroup
New York
$217M -$104M -471,182 -34%
FBFS
63
First Business Financial Services
Wisconsin
$213M +$2.12M +9,579 +1%
CFA
64
Capstone Financial Advisors
Illinois
$205M +$3.47M +15,692 +2%
TIAA Trust, National Association
65
TIAA Trust, National Association
North Carolina
$203M -$2.8M -12,667 -1%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$203M +$1.92M +8,689 +1%
RJA
67
Raymond James & Associates
Florida
$203M +$16.2M +73,161 +9%
Charles Schwab
68
Charles Schwab
California
$199M -$14.2M -64,038 -7%
CAN
69
Cetera Advisor Networks
California
$199M +$9.96M +45,045 +6%
SI
70
Stephens Inc
Arkansas
$198M +$20.1M +90,782 +12%
RWM
71
Ritholtz Wealth Management
New York
$194M +$3.07M +13,902 +2%
ZB
72
Zions Bancorporation
Utah
$191M -$6.65M -30,079 -4%
IAA
73
Independent Advisor Alliance
North Carolina
$186M +$92.4M +417,832 +102%
VFP
74
Verus Financial Partners
Virginia
$183M -$2.38M -10,771 -1%
CAM
75
Cresset Asset Management
Illinois
$180M -$1.14M -5,177 -0.7%

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.