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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
DJSG
2176
D.J. St. Germain
Massachusetts
$405K -$49.5K -224 -12%
GFWA
2177
Grey Fox Wealth Advisors
Delaware
$405K -$5.53K -25 -1%
PFP
2178
Paragon Financial Partners
California
$405K +$884 +4 +0.2%
S
2179
Sachetta
Massachusetts
$405K +$377K +1,706 New
FCG
2180
Fielder Capital Group
Tennessee
$404K +$377K +1,704 New
GRA
2181
Golden Road Advisors
Florida
$404K +$376K +1,702 New
LFA
2182
Landmark Financial Advisors
Kentucky
$402K +$11.5K +52 +3%
QWP
2183
Quotient Wealth Partners
Texas
$402K +$375K +1,694 New
AMIM
2184
Aull & Monroe Investment Management
Alabama
$402K +$44.2K +200 +13%
VPP
2185
Vertex Planning Partners
Illinois
$401K +$10.2K +46 +3%
EWM
2186
Executive Wealth Management
Michigan
$401K +$1.99K +9 +0.5%
PPA
2187
Painted Porch Advisors
California
$401K +$373K +1,689 New
MAM
2188
MMA Asset Management
Pennsylvania
$400K
SIAG
2189
Safeguard Investment Advisory Group
California
$399K +$34.3K +155 +10%
KA
2190
Kure Advisory
Minnesota
$398K +$74.9K +339 +25%
EBA
2191
Eagle Bay Advisors
New York
$398K
AP
2192
Americana Partners
Texas
$398K -$160K -725 -30%
TA
2193
TFG Advisers
Michigan
$397K -$16.4K -74 -4%
CAM
2194
Clarity Asset Management
Iowa
$396K +$369K +1,670 New
HIS
2195
Horizon Investment Services
Indiana
$395K +$7.29K +33 +2%
GSC
2196
Grey Street Capital
Illinois
$394K -$221 -1 -0.1%
BWA
2197
BlueChip Wealth Advisors
Georgia
$393K +$366K +1,656 New
AAM
2198
Ameraudi Asset Management
New York
$392K
DI
2199
Diligent Investors
California
$391K +$9.06K +41 +3%
AWA
2200
Alta Wealth Advisors
Massachusetts
$390K -$195K -880 -35%

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.