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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
RVPG
176
Relative Value Partners Group
$73.8M +$1.11M +5,034 +2%
YC
177
Yarbrough Capital
Tennessee
$73.8M
AC
178
Apella Capital
Connecticut
$73.5M -$4.32M -19,528 -6%
KWM
179
Keating Wealth Management
Colorado
$72.2M +$67.3M +304,437 New
SWM
180
Seaside Wealth Management
California
$71.5M -$1.69M -7,629 -2%
BJL
181
Brighton Jones LLC
Washington
$69.3M +$1.14M +5,134 +2%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$69M +$5.16M +23,337 +9%
GC
183
Garde Capital
Washington
$68.8M -$61.2K -277 -0.1%
CWM
184
Circle Wealth Management
New Jersey
$68.4M -$840K -3,800 -1%
SWM
185
Segment Wealth Management
Texas
$68M +$4.72M +21,350 +8%
MFG
186
Merit Financial Group
Georgia
$67.5M +$2.62M +11,833 +4%
DOA
187
D'Orazio & Associates
Virginia
$67.2M +$14M +63,280 +29%
MGIA
188
Moneta Group Investment Advisors
Missouri
$67.2M -$3.18M -14,379 -5%
SMA
189
Sage Mountain Advisors
Georgia
$66.9M +$2.71M +12,276 +5%
Comerica Bank
190
Comerica Bank
Texas
$66.5M +$4.45M +20,150 +8%
CSIA
191
Carl Stuart Investment Advisor
Texas
$66.5M +$593K +2,684 +1%
SA
192
Sunesis Advisors
Kansas
$65.8M +$68.3K +309 +0.1%
FWM
193
FFT Wealth Management
Pennsylvania
$65.3M +$2.54M +11,501 +4%
ANTB
194
AMG National Trust Bank
Colorado
$65.2M -$17.9K -81 -0%
LWMG
195
Levy Wealth Management Group
Pennsylvania
$65.1M +$643K +2,908 +1%
LSAG
196
Lake Street Advisors Group
New Hampshire
$65.1M -$535K -2,422 -0.9%
BCM
197
Becker Capital Management
Oregon
$64.6M -$845K -3,824 -1%
VAS
198
Vestmark Advisory Solutions
Massachusetts
$63.2M +$17M +76,743 +40%
SLT
199
St Louis Trust
Missouri
$62.8M -$12.2M -55,276 -17%
EH
200
Equitable Holdings
New York
$62.4M +$4.22M +19,092 +8%

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.