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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
LC
151
Landaas & Company
Wisconsin
$85.2M +$151K +683 +0.2%
TWM
152
Tanager Wealth Management
United Kingdom
$85M -$6.71M -30,365 -8%
ASW
153
Astoria Strategic Wealth
Texas
$84.9M +$2.35M +10,622 +3%
RBC
154
Roble Belko & Company
Pennsylvania
$82.8M +$4.76M +21,515 +7%
JIC
155
Joel Isaacson & Co
New York
$82.7M +$3.9M +17,651 +5%
GBI
156
GP Brinson Investments
Illinois
$82.6M +$28.3M +128,210 +58%
MCM
157
MAI Capital Management
Ohio
$82M -$2.21M -10,014 -3%
HF
158
HRT Financial
New York
$81.7M +$3.27M +14,779 +4%
AQR Capital Management
159
AQR Capital Management
Connecticut
$81.4M +$10.6M +47,823 +16%
LNWWM
160
Laird Norton Wetherby Wealth Management
California
$81.3M +$278K +1,257 +0.4%
GEM
161
Global Endowment Management
North Carolina
$80.6M -$21M -95,111 -22%
PL
162
Parkwood LLC
Ohio
$80.4M
TCM
163
Towneley Capital Management
California
$80.1M +$74.7M +337,801 New
SP
164
Symmetry Partners
Connecticut
$80.1M -$170K -769 -0.2%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$79.9M -$1.03M -4,660 -1%
Lido Advisors
166
Lido Advisors
California
$79.9M +$2.12M +9,580 +3%
BPA
167
Beacon Pointe Advisors
California
$79.8M -$30.1M -136,094 -29%
CA
168
Cetera Advisors
Colorado
$78.8M -$1.71M -7,725 -2%
RCF
169
Rainwater Charitable Foundation
Texas
$77.9M -$14.4M -65,003 -17%
AUIM
170
Aegon USA Investment Management
Iowa
$77.5M -$13M -58,599 -15%
KCG
171
Kinsale Capital Group
Virginia
$77.4M
CA
172
Cambridge Associates
Massachusetts
$76.3M -$22.6M -102,004 -24%
EC
173
Estate Counselors
Wisconsin
$75.8M +$22.1M +100,065 +46%
NC
174
NewSquare Capital
Pennsylvania
$74.6M +$5.2M +23,520 +8%
SA
175
SAM Advisors
California
$74.4M +$197K +890 +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.