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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
SC
751
Sapient Capital
Indiana
$7.37M +$6.87M +31,072 New
MSS
752
Mitchell Sinkler & Starr
Pennsylvania
$7.36M +$6.86M +31,025 New
NFG
753
Nations Financial Group
Iowa
$7.26M +$438K +1,982 +7%
SAM
754
SignalPoint Asset Management
Missouri
$7.26M +$207K +935 +3%
SIA
755
Sovereign Investment Advisors
Arizona
$7.22M +$27.9K +126 +0.4%
AA
756
ACT Advisors
North Carolina
$7.2M +$269K +1,219 +4%
CW
757
Connectus Wealth
Ohio
$7.17M -$328K -1,483 -4%
AMR
758
Asset Management Resources
Massachusetts
$7.17M -$164K -740 -2%
NL
759
NWAM LLC
Washington
$7.17M +$952K +4,308 +17%
RWG
760
Regal Wealth Group
California
$7.1M +$52K +235 +0.8%
CWC
761
Carolinas Wealth Consulting
North Carolina
$7.08M +$827K +3,743 +14%
PCH
762
PGIM Custom Harvest
New Jersey
$7.04M +$46.9K +212 +0.7%
ACM
763
Absolute Capital Management
Pennsylvania
$7.02M +$1.93M +8,722 +42%
WCG
764
Weaver Consulting Group
California
$7.01M -$168K -758 -2%
USAA
765
United Services Automobile Association
Texas
$7.01M -$645K -2,918 -9%
PFT
766
Providence First Trust
Arizona
$6.99M +$426K +1,927 +7%
WHCI
767
W.H. Cornerstone Investments
Massachusetts
$6.99M +$3.99M +18,056 +158%
HIMC
768
Heritage Investors Management Corp
Maryland
$6.96M -$24.8K -112 -0.4%
CIAS
769
Capital Investment Advisory Services
North Carolina
$6.95M -$408K -1,846 -6%
LWCFA
770
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.94M -$54.2K -245 -0.8%
SWIM
771
Smallwood Wealth Investment Management
New Jersey
$6.93M -$185K -837 -3%
EFS
772
Essex Financial Services
Connecticut
$6.92M +$596K +2,695 +10%
AWA
773
ARQ Wealth Advisors
Arizona
$6.91M -$307K -1,389 -5%
LA
774
Lane & Associates
New Jersey
$6.9M -$22.8K -103 -0.4%
AWM
775
Axxcess Wealth Management
California
$6.88M -$138K -625 -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.