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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
PSCM
2301
Per Stirling Capital Management
Texas
$310K +$442 +2 +0.2%
DG
2302
DMC Group
Alabama
$309K
AFG
2303
Allegheny Financial Group
Pennsylvania
$309K +$10.2K +46 +4%
NCFG
2304
New Century Financial Group
New Jersey
$309K +$288K +1,301 New
AP
2305
Atwood & Palmer
Missouri
$308K
LFP
2306
Leeward Financial Partners
Washington
$308K +$287K +1,300 New
PBO
2307
Peoples Bank (Ohio)
Ohio
$308K -$7.29K -33 -2%
TAM
2308
Titleist Asset Management
Texas
$308K +$287K +1,297 New
EL
2309
Essex LLC
Illinois
$307K +$2.87K +13 +1%
PCM
2310
Penn Capital Management
Pennsylvania
$307K +$4.2K +19 +1%
EFP
2311
EnRich Financial Partners
Wisconsin
$306K +$285K +1,291 New
LWA
2312
LWS Wealth Advisors
New Jersey
$306K -$5.31K -24 -2%
TPA
2313
Trivium Point Advisory
Connecticut
$306K +$285K +1,288 New
RWM
2314
Ruedi Wealth Management
Illinois
$305K -$221 -1 -0.1%
AWM
2315
Avondale Wealth Management
Texas
$304K
GSIS
2316
Global Strategic Investment Solutions
Arizona
$304K +$884 +4 +0.3%
VBFG
2317
Vishria Bird Financial Group
Tennessee
$303K
SIS
2318
Strategic Investment Solutions
Illinois
$301K -$11.3M -51,035 -98%
FFB
2319
First Financial Bankshares
Texas
$300K +$279K +1,264 New
WFMPM
2320
Woodley Farra Manion Portfolio Management
Indiana
$300K +$4.2K +19 +2%
PWM
2321
Purus Wealth Management
California
$299K -$1.1K -5 -0.4%
BTWM
2322
Baker Tilly Wealth Management
Wisconsin
$299K -$688K -3,110 -71%
WCWM
2323
Willow Creek Wealth Management
California
$298K -$11.1K -50 -4%
SP
2324
Stablepoint Partners
Massachusetts
$298K +$277K +1,255 New
NP
2325
Nilsine Partners
Colorado
$297K -$21.4K -97 -7%

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.