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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
Bessemer Group
201
Bessemer Group
New Jersey
$62M +$13.5M +60,883 +30%
IOOF
202
Independent Order of Foresters
Ontario, Canada
$61.6M
Macquarie Group
203
Macquarie Group
Australia
$61.6M
Two Sigma Advisers
204
Two Sigma Advisers
New York
$61.1M +$43.4M +196,300 +320%
GA
205
GSG Advisors
New Jersey
$60.7M +$4.92M +22,245 +9%
NFG
206
Nadler Financial Group
Illinois
$60.1M +$1.09M +4,935 +2%
BEAM
207
Baker Ellis Asset Management
Washington
$59.8M -$597K -2,701 -1%
JFL
208
Jarislowsky, Fraser Ltd
Quebec, Canada
$58.8M +$54.8M +247,900 New
TCM
209
TD Capital Management
Tennessee
$58.1M +$624K +2,823 +1%
B
210
Bailard
California
$58M -$837K -3,787 -2%
SWPG
211
Strategic Wealth Partners Group
Illinois
$58M -$843K -3,814 -2%
PPFA
212
Provida Pension Fund Administrator
Chile
$57.7M -$28.5M -128,710 -35%
PL
213
Plancorp LLC
Missouri
$57.4M +$10.1M +45,536 +23%
AAS
214
Avantax Advisory Services
Texas
$57.2M +$8.03M +36,342 +18%
HIP
215
HUB Investment Partners
Texas
$57.2M +$1.71M +7,743 +3%
MWM
216
MorganRosel Wealth Management
Colorado
$56.7M +$5.07M +22,935 +11%
OFP
217
OLIO Financial Planning
Virginia
$54.8M -$952K -4,305 -2%
IC
218
IEQ Capital
California
$54.4M +$361K +1,632 +0.7%
GAG
219
GM Advisory Group
New York
$53.7M +$3.4M +15,371 +7%
BW
220
BIP Wealth
Georgia
$53.7M +$2.42M +10,959 +5%
GG
221
Gleason Group
Kentucky
$53.4M +$987K +4,466 +2%
LGWM
222
Litman Gregory Wealth Management
California
$53.3M +$168K +760 +0.3%
KIA
223
KCM Investment Advisors
California
$52.9M -$184K -831 -0.4%
CCB
224
Country Club Bank
Missouri
$52.6M +$722K +3,267 +2%
FBT
225
First Bank & Trust
South Dakota
$52.5M -$391K -1,768 -0.8%

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.