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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
SWM
101
Sendero Wealth Management
Texas
$126M -$1.29M -5,839 -1%
AWM
102
AE Wealth Management
Kansas
$125M -$494K -2,233 -0.4%
Stifel Financial
103
Stifel Financial
Missouri
$125M -$8.59M -38,852 -7%
AG
104
AlTi Global
New York
$122M +$114M +515,120 New
TA
105
TruWealth Advisors
Louisiana
$121M +$2.03M +9,164 +2%
UOMF
106
University of Massachusetts Foundation
Massachusetts
$119M
BIAS
107
Beacon Investment Advisory Services
New Jersey
$118M +$4.86K +22 +0%
AP
108
Agilis Partners
Massachusetts
$118M +$20M +90,387 +22%
Focus Partners Wealth
109
Focus Partners Wealth
Massachusetts
$117M +$109M +491,784 New
ZF
110
Zhang Financial
Michigan
$117M -$397K -1,798 -0.4%
MAWA
111
Moss Adams Wealth Advisors
Washington
$116M +$108M +488,915 +40,574%
CTC
112
Chai Trust Company
Illinois
$116M +$3.01M +13,618 +3%
FNBTCON
113
First National Bank & Trust Co of Newtown
Pennsylvania
$116M -$895K -4,050 -0.8%
CIA
114
Compass Ion Advisors
Pennsylvania
$116M -$3.2M -14,465 -3%
DADC
115
D.A. Davidson & Co
Montana
$115M +$2.5M +11,307 +2%
KAM
116
Kensington Asset Management
Texas
$114M +$107M +482,670 New
AA
117
ALPS Advisors
Colorado
$112M -$1.27M -5,755 -1%
LPT
118
Legacy Private Trust
Wisconsin
$112M +$25.2M +113,902 +32%
RMC
119
Regis Management Company
California
$111M -$3.08M -13,949 -3%
CPCM
120
Cardinal Point Capital Management
Ontario, Canada
$110M -$3.33M -15,067 -3%
CPA
121
Cardiff Park Advisors
California
$110M +$1.69M +7,633 +2%
SIM
122
Symetra Investment Management
Connecticut
$109M -$148M -670,796 -59%
LC
123
Lindbrook Capital
California
$107M +$4.12M +18,625 +4%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$106M +$10.3M +46,666 +12%
BWL
125
Beacon Wealthcare LLC
North Carolina
$106M +$345K +1,561 +0.4%

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.