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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
MCA
2101
MSH Capital Advisors
Arizona
$455K +$86.4K +391 +26%
BBW
2102
Blue Barn Wealth
Utah
$455K -$6.19K -28 -1%
BBNA
2103
Bremer Bank National Association
Minnesota
$455K -$35.4K -160 -8%
SCM
2104
Sollinda Capital Management
Florida
$455K +$424K +1,918 New
LWM
2105
Lakeridge Wealth Management
Ohio
$454K +$423K +1,915 New
FAG
2106
Fortitude Advisory Group
Washington
$454K -$353K -1,598 -46%
CSIA
2107
Conrad Siegel Investment Advisors
Pennsylvania
$454K +$115K +520 +37%
CGFA
2108
Colton Groome Financial Advisors
North Carolina
$453K +$422K +1,911 New
ZC
2109
Zeit Capital
Colorado
$453K -$7.29K -33 -2%
CAM
2110
CPA Asset Management
Florida
$452K
HP
2111
Holistic Planning
Texas
$451K +$420K +1,899 New
GG
2112
Greenwood Gearhart
Arkansas
$450K -$77.2K -349 -16%
LAM
2113
LifePro Asset Management
California
$450K +$76K +344 +22%
RIA
2114
Retirement Investment Advisors
Oklahoma
$450K -$420K -1,898 -50%
NCM
2115
Northwest Capital Management
Oregon
$450K +$23.9K +108 +6%
NIWA
2116
New Insight Wealth Advisors
California
$449K +$418K +1,893 New
THWM
2117
Taylor Hoffman Wealth Management
Virginia
$449K -$24.8K -112 -6%
RA
2118
Riversedge Advisors
Delaware
$448K +$48.9K +221 +13%
SW
2119
Signify Wealth
Missouri
$447K +$417K +1,884 New
PCG
2120
Prosperity Consulting Group
Maryland
$446K +$884 +4 +0.2%
PWW
2121
Pettyjohn Wood & White
Virginia
$446K -$42.4K -192 -9%
NCM
2122
Northside Capital Management
Oregon
$446K +$416K +1,880 New
IA
2123
Insight Advisors
Pennsylvania
$446K +$128K +579 +45%
FCM
2124
Fortis Capital Management
Washington
$445K -$253K -1,143 -38%
DU
2125
Delphia (USA)
Ontario, Canada
$445K -$621K -2,808 -60%

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.