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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
TI
126
Tidal Investments
Wisconsin
$106M -$23.4M -105,830 -19%
LI
127
LHM Inc
Utah
$106M +$98.4M +444,933 New
AAS
128
Annex Advisory Services
Wisconsin
$104M -$14.7M -66,552 -13%
RIM
129
RW Investment Management
Idaho
$104M +$13M +58,728 +16%
AAG
130
Avalon Advisory Group
Pennsylvania
$102M +$3.57M +16,167 +4%
ERSOT
131
Employees Retirement System of Texas
Texas
$99.8M +$93M +420,800 New
DPI
132
Diversified Portfolios Inc
Michigan
$99M -$302K -1,367 -0.3%
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$98.1M +$310K +1,402 +0.3%
WP
134
WMS Partners
Maryland
$98.1M -$1.76M -7,943 -2%
MML Investors Services
135
MML Investors Services
Massachusetts
$97.5M +$12.6M +57,046 +16%
TLIC
136
Taiyo Life Insurance Company
Japan
$97.5M
EA
137
Efficient Advisors
Ohio
$95.1M -$9.48M -42,871 -10%
CA
138
CoreCap Advisors
Michigan
$94.3M +$1.92M +8,692 +2%
C
139
Cliffwater
California
$93.5M +$2M +9,051 +2%
UB
140
UMB Bank
Missouri
$90.7M +$2.34M +10,581 +3%
CCM
141
Carlson Capital Management
Minnesota
$89.1M +$6.75M +30,534 +9%
FAAM
142
First Ascent Asset Management
Colorado
$89M +$2.77M +12,538 +3%
RFC
143
Regions Financial Corp
Alabama
$88.6M +$13.3M +60,367 +19%
NEWAS
144
N.E.W. Advisory Services
Wisconsin
$88.1M +$4.43M +20,060 +6%
Financial Engines Advisors
145
Financial Engines Advisors
California
$87.8M -$751K -3,396 -0.9%
OPWM
146
Oakwell Private Wealth Management
Texas
$87.5M +$6.58M +29,761 +9%
MWM
147
Mission Wealth Management
California
$87.3M -$1.39M -6,272 -2%
RWP
148
Revolve Wealth Partners
New Jersey
$86.4M +$1.33M +6,032 +2%
OH
149
Oikos Holdings
New York
$86.3M +$21.8M +98,480 +37%
CTC
150
Central Trust Company
Missouri
$85.4M -$250K -1,131 -0.3%

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.