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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
HS
2251
Horan Securities
United States
$351K +$29.6K +134 +10%
SWC
2252
Spectrum Wealth Counsel
Indiana
$351K +$327K +1,480 New
TCMP
2253
Thrive Capital Management (Pennsylvania)
Pennsylvania
$350K +$326K +1,476 New
GSIAS
2254
Garden State Investment Advisory Services
New Jersey
$349K +$325K +1,472 New
PPW
2255
Pasadena Private Wealth
California
$348K -$2.87K -13 -0.9%
BFA
2256
Beacon Financial Advisory
Ohio
$347K +$102K +463 +46%
BIM
2257
Baldwin Investment Management
Pennsylvania
$347K +$663 +3 +0.2%
FC
2258
Fusion Capital
South Carolina
$346K +$8.62K +39 +3%
WW
2259
Waterfront Wealth
Kansas
$344K +$14.1K +64 +5%
TWM
2260
Thrive Wealth Management
Pennsylvania
$343K -$6.41K -29 -2%
EA
2261
Ellsworth Advisors
Ohio
$342K +$221 +1 +0.1%
FFM
2262
Flagstone Financial Management
Nebraska
$341K +$318K +1,438 New
DWM
2263
Dopkins Wealth Management
New York
$341K -$80.3K -363 -20%
LA
2264
Lynch & Associates
Indiana
$339K
ZIC
2265
ZWJ Investment Counsel
Georgia
$339K -$6.63K -30 -2%
B
2266
Bensler
Washington
$339K -$22.3K -101 -7%
FA
2267
Financial Advisors
Massachusetts
$337K +$1.33K +6 +0.4%
GIA
2268
Goodwin Investment Advisory
Georgia
$337K -$8.4K -38 -3%
NB
2269
Northwest Bancshares
Pennsylvania
$334K
LFG
2270
Lockerman Financial Group
California
$333K +$29.6K +134 +11%
CFCI
2271
Comprehensive Financial Consultants Institutional
Indiana
$329K -$13K -59 -4%
CCA
2272
Conservest Capital Advisors
Pennsylvania
$329K
BWA
2273
Burt Wealth Advisors
Maryland
$329K
GWAM
2274
Guardian Wealth Advisors (Minnesota)
Minnesota
$328K +$33.2K +150 +12%
EWA
2275
Encompass Wealth Advisors
Oregon
$328K +$9.51K +43 +3%

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.