We are live on ! Find out more
VTI icon

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
1832 Asset Management
2151
1832 Asset Management
Ontario, Canada
$424K +$70.7K +320 +22%
PWM
2152
Prosperity Wealth Management
California
$423K
ST
2153
Sentinel Trust
Texas
$423K -$9.73K -44 -2%
CBC
2154
Coombe, Bender & Co
New York
$422K +$108K +490 +38%
PTP
2155
Platform Technology Partners
New York
$422K +$2.87K +13 +0.8%
GLA
2156
Great Lakes Advisors
Illinois
$422K +$1.99K +9 +0.5%
EP
2157
Eudaimonia Partners
Tennessee
$420K -$31K -140 -7%
RMF
2158
Red Mountain Financial
Colorado
$420K +$391K +1,769 New
PAA
2159
Peregrine Asset Advisers
Oregon
$419K -$13.3K -60 -3%
EL
2160
EWA LLC
Pennsylvania
$416K +$1.1K +5 +0.3%
RDFA
2161
Ritter Daniher Financial Advisory
Ohio
$415K -$41.6K -188 -10%
SDWIA
2162
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$415K -$4.42K -20 -1%
TW
2163
TrinityPoint Wealth
Connecticut
$413K +$16.6K +75 +4%
CSPAM
2164
Cary Street Partners Asset Management
Virginia
$413K
RA
2165
Ruggaard & Associates
Ohio
$412K -$14.6K -66 -4%
UWPG
2166
Ullmann Wealth Partners Group
Florida
$412K +$1.33K +6 +0.3%
BFC
2167
Blue Fin Capital
Rhode Island
$411K +$79.1K +358 +26%
MWM
2168
Maltin Wealth Management
New Jersey
$410K -$442 -2 -0.1%
OWA
2169
One Wealth Advisors
California
$410K +$36.3K +164 +10%
TAM
2170
Trillium Asset Management
Massachusetts
$409K -$38.9K -176 -9%
HKAM
2171
Horizon Kinetics Asset Management
New York
$408K -$1.1K -5 -0.3%
SAS
2172
SMI Advisory Services
Indiana
$408K +$380K +1,721 New
FFG
2173
Frisch Financial Group
New York
$408K -$12.4K -56 -3%
WTFG
2174
Wells Trecaso Financial Group
Ohio
$408K +$11.1K +50 +3%
OHIS
2175
Oak Harvest Investment Services
Texas
$407K +$379K +1,715 New

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.