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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
DCBT
2326
Dakota Community Bank & Trust
North Dakota
$297K
LC
2327
LCNB Corp
Ohio
$297K
VWM
2328
Vigilare Wealth Management
Arizona
$296K +$221 +1 +0.1%
HBW
2329
Hazlett, Burt & Watson
West Virginia
$294K +$884 +4 +0.3%
WSC
2330
Wellington Shields & Co
New York
$292K
IA
2331
Inspire Advisors
Idaho
$292K -$62.6K -283 -19%
DIS
2332
Diversified Investment Strategies
Louisiana
$289K
NAMM
2333
NorthStar Asset Management (Massachusetts)
Massachusetts
$289K
NPF
2334
Norris Perne & French
Michigan
$289K +$269K +1,217 New
KCM
2335
KM Capital Management
Texas
$289K +$442 +2 +0.2%
HPA
2336
High Probability Advisors
New York
$287K -$3.76K -17 -1%
UW
2337
Unique Wealth
Florida
$287K +$30.7K +139 +13%
FNB
2338
Farmers National Bank
Kentucky
$286K -$40.7K -184 -13%
EIM
2339
Essex Investment Management
Massachusetts
$286K
RTL
2340
Red Tortoise LLC
Georgia
$286K +$442 +2 +0.2%
IDA
2341
Intelligence Driven Advisers
California
$285K -$33.8K -153 -11%
SC
2342
Schoolcraft Capital
Colorado
$285K
HWA
2343
Hillcrest Wealth Advisors
New Jersey
$285K
CCM
2344
Condor Capital Management
New Jersey
$283K -$442 -2 -0.2%
WBC
2345
West Branch Capital
Massachusetts
$283K -$5.31K -24 -2%
EWS
2346
Evergreen Wealth Solutions
Pennsylvania
$282K +$263K +1,188 New
LEFP
2347
Leading Edge Financial Planning
Tennessee
$282K +$262K +1,187 New
TWM
2348
Triton Wealth Management
Arizona
$282K +$884 +4 +0.3%
OCM
2349
Orion Capital Management
California
$281K +$45.1K +204 +21%
CCFCSB
2350
Cape Cod Five Cents Savings Bank
Massachusetts
$281K -$291K -1,317 -53%

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.