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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
LCGC
2076
Legacy Capital Group California
California
$472K +$439K +1,988 New
DAM
2077
Deltec Asset Management
New York
$470K
LWM
2078
Lyell Wealth Management
California
$469K
MAM
2079
Meeder Asset Management
Ohio
$468K
CCT
2080
Capital City Trust
Florida
$467K
OIS
2081
Okabena Investment Services
Minnesota
$467K
SAI
2082
Savvy Advisors Inc
New York
$467K +$435K +1,969 New
GCAC
2083
Guardian Capital Advisors (Canada)
Ontario, Canada
$467K
VC
2084
Vestor Capital
Illinois
$466K -$3.32K -15 -0.8%
HC
2085
Hourglass Capital
Texas
$465K
SIM
2086
Sterling Investment Management
Arizona
$465K
PGIM
2087
Pacific Global Investment Management
California
$464K +$442 +2 +0.1%
PP
2088
Patten & Patten
Tennessee
$464K
WC
2089
Whitney & Co
New York
$464K -$6.63K -30 -2%
BFA
2090
Buttonwood Financial Advisors
Maryland
$463K +$18.1K +82 +4%
WF
2091
Wayfinding Financial
Washington
$463K +$431K +1,951 New
RP
2092
Riverbridge Partners
Minnesota
$461K +$9.73K +44 +2%
TFG
2093
Tilson Financial Group
New Jersey
$461K
MIC
2094
Meridian Investment Counsel
California
$459K
PVI
2095
Pine Valley Investments
New Jersey
$459K -$2.87K -13 -0.7%
FIC
2096
Family Investment Center
Missouri
$459K +$14.4K +65 +3%
AA
2097
Argent Advisors
Louisiana
$459K -$317K -1,434 -43%
SAMC
2098
Spectrum Asset Management (California)
California
$459K
WH
2099
Whitcomb & Hess
Ohio
$457K -$105K -475 -20%
HA
2100
Herold Advisors
New York
$457K +$442 +2 +0.1%

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.