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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
PFG
2276
Prosperity Financial Group
California
$327K
TFP
2277
Triune Financial Partners
Kansas
$326K +$3.54K +16 +1%
CPG
2278
Cornerstone Planning Group
New Jersey
$326K -$143K -646 -32%
HI
2279
Harper Investing
California
$326K -$1.1K -5 -0.4%
FMC
2280
First Merchants Corp
Indiana
$325K -$17.7K -80 -6%
SSWM
2281
Strait & Sound Wealth Management
California
$324K +$8.84K +40 +3%
FA
2282
Fagan Associates
New York
$323K +$1.77K +8 +0.6%
LFA
2283
Lauterbach Financial Advisors
Texas
$322K +$3.76K +17 +1%
AWMNH
2284
Arcadia Wealth Management (New Hampshire)
New Hampshire
$321K -$524K -2,368 -64%
FPCG
2285
Forum Private Client Group
Indiana
$320K +$298K +1,348 New
AA
2286
Addison Advisors
Vermont
$320K +$36.9K +167 +14%
EIP
2287
Ellis Investment Partners
Pennsylvania
$318K +$18.1K +82 +7%
GHA
2288
GW Henssler & Associates
Georgia
$318K -$34.5K -156 -10%
HWM
2289
Heirloom Wealth Management
Colorado
$317K +$3.76K +17 +1%
MCG
2290
McCollum Christoferson Group
New York
$317K
NL
2291
Navalign LLC
California
$316K -$124K -559 -30%
RWM
2292
RKL Wealth Management
Pennsylvania
$316K -$43.6K -197 -13%
FTWA
2293
Fifth Third Wealth Advisors
Ohio
$315K -$4.64K -21 -2%
CAM
2294
Concorde Asset Management
Michigan
$314K -$110K -498 -27%
SA
2295
Strategic Advisors
New York
$313K +$663 +3 +0.2%
DC
2296
Darrow Company
Massachusetts
$311K +$290K +1,310 New
TI
2297
tru Independence
Oregon
$311K -$407K -1,842 -58%
LCM
2298
LCM Capital Management
Illinois
$311K -$31.8K -144 -10%
CFG
2299
Compton Financial Group
Maryland
$311K
NAM
2300
NTV Asset Management
West Virginia
$311K

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.