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Vanguard Morningstar Total Stock Market ETF

2,380 hedge funds and large institutions have $96.6B invested in Vanguard Morningstar Total Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 967 increasing their positions, 940 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more call options, than puts

Call options by funds: $626M | Put options by funds: $113M

93% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 76

13% more capital invested

Capital invested by funds: $85.1B → $96.6B (+$11.4B)

2% more funds holding

Funds holding: 2,3312,380 (+49)

3% more repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 940

0.61% more ownership

Funds ownership: 31.21%31.82% (+0.61%)

2% less funds holding in top 10

Funds holding in top 10: 524513 (-11)

Holders
2,380
Holders Change
+49
Holders Change %
+2.1%
% of All Funds
37.36%
Holding in Top 10
513
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-2.1%
% of All Funds
8.05%
New
147
Increased
967
Reduced
940
Closed
76
Calls
$626M
Puts
$113M
Net Calls
+$512M
Net Calls Change
+$405M
Name Holding Trade Value Shares
Change
Change in
Stake
MHWM
2201
Montz Harcus Wealth Management
Louisiana
$216K +$209 +1 +0.1%
OCM
2202
Orion Capital Management
California
$216K
LCM
2203
Lunt Capital Management
Utah
$216K +$205K +982 New
WFS
2204
Widmann Financial Services
Maryland
$216K
FC
2205
Financial Consulate
Maryland
$216K +$204K +979 New
PWM
2206
Peterson Wealth Management
Nevada
$215K -$1.1M -5,294 -84%
HKIMG
2207
Hutchens & Kramer Investment Management Group
Indiana
$213K +$202K +968 New
CAM
2208
Carret Asset Management
New York
$213K -$83.2K -399 -29%
LIA
2209
LBMC Investment Advisors
Tennessee
$212K +$201K +965 New
PFG
2210
Peterson Financial Group
Iowa
$212K +$200K +961 New
PCMC
2211
Paragon Capital Management (Colorado)
Colorado
$211K -$9.8K -47 -5%
KFA
2212
Kapstone Financial Advisors
Ohio
$211K -$10.4K -50 -5%
FPIS
2213
Financial Planning & Information Services
Wisconsin
$210K -$21.7K -104 -10%
OHIS
2214
Oak Harvest Investment Services
Texas
$210K -$50.5K -242 -20%
WKWM
2215
Walter & Keenan Wealth Management
Indiana
$209K +$198K +947 New
PW
2216
Peninsula Wealth
California
$208K +$197K +945 New
SFB
2217
STAR Financial Bank
Indiana
$208K -$34.8K -167 -15%
DI
2218
DDFG Inc
California
$208K +$197K +944 New
MCIA
2219
Mountain Capital Investment Advisors
Colorado
$207K +$190K +913 New
WA
2220
WP Advisors
California
$206K +$195K +937 New
PMG
2221
Private Management Group
California
$206K +$195K +935 New
OPWM
2222
Oxinas Partners Wealth Management
Indiana
$206K +$195K +934 New
FWIA
2223
Fort Washington Investment Advisors
Ohio
$206K +$195K +933 New
WP
2224
WealthSpring Partners
California
$205K +$194K +932 New
UF
2225
Univest Financial
Pennsylvania
$205K +$194K +932 New

VTI Hedge Fund Activity: Q2 2023 in Review

2,380 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q2 2023, worth a combined $96.6B — up 13% from $85.1B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new VTI positions and 76 closed out — a net gain of 71 holders — while 967 added to existing stakes and 940 trimmed.

The largest buyer was US Bancorp, adding an estimated $1.11B. The largest seller was Summit Wealth Group, cutting an estimated $363M.

  • 2,380 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q2 2023, up from 2,331 in Q1 2023.
  • Funds reported $96.6B of Vanguard Morningstar Total Stock Market ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 147 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q2 2023 and 76 closed out, a net change of +71 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q2 2023 was US Bancorp, an estimated $1.11B added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q2 2023 was Summit Wealth Group, an estimated $363M sold.

Based on aggregated 13F filings for Q2 2023.