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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
CA
2201
Crane Advisory
California
$390K
NCMW
2202
Northern Capital Management (Washington)
Washington
$389K +$442 +2 +0.1%
MIM
2203
Marco Investment Management
Georgia
$386K +$38.7K +175 +12%
CWM
2204
Chemistry Wealth Management
New York
$384K
TCOO
2205
Trust Company of Oklahoma
Oklahoma
$384K +$15.9K +72 +5%
T. Rowe Price Associates
2206
T. Rowe Price Associates
Maryland
$384K -$22.1K -100 -6%
LDB
2207
Lee, Danner & Bass
Tennessee
$382K
CCM
2208
Cambridge Capital Management
Illinois
$382K +$356K +1,609 New
FC
2209
Fulcrum Capital
Washington
$380K
RDIA
2210
RE Dickinson Investment Advisors
Iowa
$378K +$353K +1,595 New
IFWM
2211
Institute for Wealth Management
Colorado
$377K -$1.55K -7 -0.4%
JFG
2212
Jefferies Financial Group
New York
$377K +$28.7K +130 +9%
LWP
2213
Laurel Wealth Planning
Minnesota
$376K +$64.3K +291 +23%
JHU
2214
Johns Hopkins University
Maryland
$376K +$351K +1,587 New
WCA
2215
Westover Capital Advisors
Delaware
$375K -$5.75K -26 -2%
PG
2216
Patten Group
Tennessee
$375K +$28.5K +129 +9%
JSW
2217
Journey Strategic Wealth
New Jersey
$374K
OCG
2218
Opus Capital Group
Ohio
$374K +$221 +1 +0.1%
RF
2219
Rollins Financial
Georgia
$374K +$3.1K +14 +0.9%
RFA
2220
Rollins Financial Advisors
New York
$374K +$348K +1,575 New
ZIG
2221
Zullo Investment Group
Pennsylvania
$373K
P
2222
&Partners
Tennessee
$373K +$47.5K +215 +16%
FP
2223
FFG Partners
Florida
$372K +$347K +1,570 New
CWM
2224
Curi Wealth Management
North Carolina
$371K +$92K +416 +36%
FA
2225
Fountainhead AM
New Jersey
$371K +$39.4K +178 +13%

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.