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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
PF
2226
Parker Financial
Washington
$371K
TSWM
2227
Triangle Securities Wealth Management
North Carolina
$369K +$5.08K +23 +1%
MBT
2228
Montecito Bank & Trust
California
$369K
GWSG
2229
GPS Wealth Strategies Group
Colorado
$367K -$31.2K -141 -8%
DA
2230
Drake & Associates
Wisconsin
$367K +$342K +1,546 New
KWM
2231
Keebeck Wealth Management
Illinois
$365K +$340K +1,538 New
TFA
2232
Tobias Financial Advisors
Florida
$364K
LAM
2233
Lummis Asset Management
Texas
$363K +$339K +1,532 New
CBT
2234
CoreFirst Bank & Trust
Kansas
$363K
SCM
2235
Sage Capital Management
New Jersey
$362K +$337K +1,525 New
NRW
2236
Nova R Wealth
Kansas
$361K -$8.18K -37 -2%
MCP
2237
Mirador Capital Partners
California
$360K
CFP
2238
Cypress Financial Planning
New Jersey
$360K -$46.4K -210 -12%
OFA
2239
Onyx Financial Advisors
Idaho
$360K +$221 +1 +0.1%
TFA
2240
Teamwork Financial Advisors
Texas
$359K -$84.9K -384 -20%
ISL
2241
Ingalls & Snyder LLC
New York
$358K +$334K +1,511 New
QPWM
2242
Quadrant Private Wealth Management
Pennsylvania
$357K
CWM
2243
Centric Wealth Management
Illinois
$357K +$323K +1,463 New
RPA
2244
Rock Point Advisors
Vermont
$356K -$229K -1,038 -41%
CFO
2245
Collective Family Office
Pennsylvania
$356K
CFG
2246
Cooper Financial Group
California
$354K +$63K +285 +24%
Retirement Systems of Alabama
2247
Retirement Systems of Alabama
Alabama
$353K +$43.1K +195 +15%
AC
2248
AWM Capital
Arizona
$353K +$4.64K +21 +1%
PCMF
2249
Private Capital Management (Florida)
Florida
$353K
AWM
2250
Affinity Wealth Management
Delaware
$351K

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.