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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
RBFC
2126
Roman Butler Fullerton & Co
Missouri
$445K +$221 +1 +0.1%
1IA
2127
1834 Investment Advisors
Wisconsin
$442K
WAAG
2128
Wealth Alliance Advisory Group
Kansas
$441K -$53.7K -243 -12%
JWWM
2129
Johnson & White Wealth Management
Pennsylvania
$441K -$186K -843 -31%
V
2130
ViaWealth
Kansas
$440K +$4.2K +19 +1%
BHPW
2131
Beverly Hills Private Wealth
California
$440K
WFL
2132
Wealth Forward LLC
North Dakota
$439K +$409K +1,852 New
RP
2133
Riverwater Partners
Wisconsin
$439K +$23K +104 +6%
ECA
2134
Elevated Capital Advisors
Utah
$437K +$20.8K +94 +5%
CI
2135
Chartist Inc
California
$437K
DWP
2136
Destiny Wealth Partners
Florida
$435K -$74.9K -339 -15%
FAT
2137
First American Trust
California
$434K +$405K +1,831 New
CT
2138
Clearstead Trust
Maine
$434K -$2.65K -12 -0.7%
BHWM
2139
Bar Harbor Wealth Management
New Hampshire
$433K
HWM
2140
Horizons Wealth Management
North Carolina
$432K -$8.18K -37 -2%
SW
2141
Schulz Wealth
Texas
$432K +$403K +1,821 New
HFRG
2142
Houlihan Financial Resource Group
Virginia
$432K +$6.63K +30 +2%
BWM
2143
BCGM Wealth Management
Indiana
$430K +$221 +1 +0.1%
RFS
2144
Retirement Financial Solutions
Tennessee
$429K +$2.43K +11 +0.6%
WAG
2145
Windsor Advisory Group
Ohio
$428K +$5.53K +25 +1%
RCYC
2146
Richard C. Young & Co
Rhode Island
$426K +$1.77K +8 +0.4%
WG
2147
Welch Group
Alabama
$426K -$42.4K -192 -10%
BRA
2148
Biechele Royce Advisors
Indiana
$426K -$20.6K -93 -5%
HCM
2149
HMS Capital Management
Tennessee
$425K
GAM
2150
Gould Asset Management
California
$425K -$9.95K -45 -2%

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.