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Vanguard Morningstar Total Stock Market ETF
VTI

2,403 hedge funds and large institutions have $95.3B invested in Vanguard Morningstar Total Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 1,046 increasing their positions, 868 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 78

29% more call options, than puts

Call options by funds: $240M | Put options by funds: $186M

21% more repeat investments, than reductions

Existing positions increased: 1,046 | Existing positions reduced: 868

1% more funds holding

Funds holding: 2,380 → 2,403 (+23)

0% more funds holding in top 10

Funds holding in top 10: 513 → 513 (0)

0.04% less ownership

Funds ownership: 31.82% → 31.78% (-0.04%)

1% less capital invested

Capital invested by funds: $96.6B → $95.3B (-$1.29B)

Holders
2,403
Holders Change
+23
Holders Change %
+0.97%
% of All Funds
38.13%
Holding in Top 10
513
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
8.14%
New
132
Increased
1,046
Reduced
868
Closed
78
Calls
$240M
Puts
$186M
Net Calls
+$53.7M
Net Calls Change
-$459M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$775M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$602M
3
RIM
Rakuten Investment Management
Japan
+$550M
4
JP Morgan Chase
JP Morgan Chase
New York
+$306M
5
US Bancorp
US Bancorp
Minnesota
+$242M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$752M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$312M
3
Osaic Holdings
Osaic Holdings
Arizona
-$235M
4
MPM
MBB Public Markets
Illinois
-$165M
5
MIM
Monashee Investment Management
Massachusetts
-$165M
Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1126
Avantax Planning Partners
Iowa
$2.22M -$3.32K -15 -0.1%
AWE
1127
Avidian Wealth Enterprises
Texas
$2.21M +$117K +529 +5%
WP
1128
Westmount Partners
California
$2.21M +$895K +4,045 +64%
NAS
1129
NWF Advisory Services
California
$2.2M +$39.4K +178 +2%
BB
1130
Bell Bank
North Dakota
$2.2M +$30.1K +136 +1%
RB
1131
Renasant Bank
Mississippi
$2.2M – – –
SDWMA
1132
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.2M -$240K -1,082 -9%
WWM
1133
Wiser Wealth Management
Georgia
$2.2M +$203K +919 +10%
W
1134
WPWealth
Texas
$2.19M +$712K +3,215 +45%
CIBC Asset Management
1135
CIBC Asset Management
Ontario, Canada
$2.19M -$44.3K -200 -2%
CWM
1136
Congress Wealth Management
Massachusetts
$2.18M +$657K +2,967 +41%
FFA
1137
First Foundation Advisors
California
$2.18M -$311K -1,404 -12%
MWM
1138
Mattern Wealth Management
Kansas
$2.17M – – –
KAM
1139
Knightsbridge Asset Management
California
$2.17M -$111K -500 -5%
NWMG
1140
National Wealth Management Group
Ohio
$2.16M -$49.8K -225 -2%
AWA
1141
Acorn Wealth Advisors
Michigan
$2.16M +$62.6K +283 +3%
FOFP
1142
Fee-Only Financial Planning
South Carolina
$2.15M +$221 +1 +0%
FHC
1143
Fort Henry Capital
West Virginia
$2.15M +$107K +482 +5%
First Manhattan
1144
First Manhattan
New York
$2.15M -$12.2K -55 -0.5%
ACP
1145
Arcus Capital Partners
Georgia
$2.15M +$2.21K +10 +0.1%
BCP
1146
Berkeley Capital Partners
Georgia
$2.14M +$29K +131 +1%
BFA
1147
Beaumont Financial Advisors
Massachusetts
$2.14M -$1.33K -6 -0.1%
REMPR
1148
Roof Eidam Maycock Peralta (REMP)
California
$2.13M +$425K +1,920 +24%
AHC
1149
Anderson Hoagland & Co
Missouri
$2.13M +$102K +460 +5%
HWM
1150
Hohimer Wealth Management
Washington
$2.13M -$510K -2,302 -19%
44 45
46
47 48

VTI Hedge Fund Activity: Q3 2023 in Review

2,403 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q3 2023, worth a combined $95.3B — down 1.3% from $96.6B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new VTI positions and 78 closed out — a net gain of 54 holders — while 1,046 added to existing stakes and 868 trimmed.

The largest buyer was Vanguard Group, adding an estimated $775M. The largest seller was Citigroup, cutting an estimated $752M.

  • 2,403 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q3 2023, up from 2,380 in Q2 2023.
  • Funds reported $95.3B of Vanguard Morningstar Total Stock Market ETF stock for Q3 2023, down 1.3% quarter-over-quarter.
  • 132 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q3 2023 and 78 closed out, a net change of +54 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q3 2023 was Vanguard Group, an estimated $775M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q3 2023 was Citigroup, an estimated $752M sold.

Based on aggregated 13F filings for Q3 2023.