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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
CG
76
Caprock Group
Idaho
$179M -$621K -2,811 -0.4%
BSW
77
Buckingham Strategic Wealth
Missouri
$178M +$13.4M +60,748 +9%
CW
78
Cabot-Wellington
Massachusetts
$177M +$46.2M +209,079 +39%
ERFOTCOFW
79
Employees Retirement Fund of the City of Fort Worth
Texas
$171M
Fidelity Investments
80
Fidelity Investments
Massachusetts
$170M +$10M +45,304 +7%
TWM
81
Tanglewood Wealth Management
Texas
$168M +$32.2M +145,854 +26%
KAS
82
Kestra Advisory Services
Texas
$168M +$1.54M +6,988 +1%
HR
83
Hardy Reed
Mississippi
$164M -$8.98M -40,640 -6%
R
84
Rebalance
California
$160M -$3.31M -14,968 -2%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$157M +$7.3M +33,014 +5%
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$154M +$144M +651,224 New
OFG
87
Oxford Financial Group
Indiana
$154M +$3.86M +17,479 +3%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$153M +$1.83M +8,273 +1%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$153M +$1.77M +8,016 +1%
BCI
90
Brinker Capital Investments
Pennsylvania
$150M -$6.35M -28,742 -4%
OPS
91
Orion Portfolio Solutions
Nebraska
$150M -$6.35M -28,742 -4%
AM
92
AGF Management
Ontario, Canada
$148M -$629K -2,843 -0.5%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$145M +$10.5M +47,688 +8%
MB
94
Mizuho Bank
Japan
$142M
EPM
95
Elm Partners Management
Pennsylvania
$141M +$7.18M +32,462 +6%
Two Sigma Investments
96
Two Sigma Investments
New York
$139M +$112M +505,350 +619%
BSWM
97
Boston Standard Wealth Management
Massachusetts
$135M
GT
98
Glenmede Trust
Pennsylvania
$133M +$783K +3,543 +0.6%
AIM
99
Allen Investment Management
New York
$132M -$5.11M -23,100 -4%
PP
100
PrairieView Partners
Minnesota
$131M +$2.28M +10,332 +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.