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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
SPFA
2351
Summit Place Financial Advisors
New Jersey
$280K -$71.8K -325 -22%
CC
2352
Callan Capital
California
$278K +$221 +1 +0.1%
PG
2353
Prostatis Group
Maryland
$277K
LG
2354
LaFleur & Godfrey
Michigan
$277K -$33.6K -152 -12%
AWM
2355
Able Wealth Management
New Jersey
$277K +$258K +1,167 New
RTC
2356
Riverview Trust Company
Washington
$276K
PWS
2357
Private Wealth Strategies
Ohio
$276K +$1.1K +5 +0.4%
CISOA
2358
Capital Investment Services of America
Wisconsin
$276K -$6.63K -30 -3%
SMWM
2359
Silvia McColl Wealth Management
California
$276K
BCM
2360
BluePath Capital Management
Georgia
$275K -$195K -882 -43%
ARG
2361
Advisory Resource Group
Oklahoma
$275K +$1.55K +7 +0.6%
MFG
2362
MidWestOne Financial Group
Iowa
$275K
EWA
2363
Elevate Wealth Advisory
Georgia
$274K +$256K +1,157 New
DWM
2364
Darwin Wealth Management
Florida
$273K -$328K -1,483 -56%
RCG
2365
Regatta Capital Group
California
$270K +$17K +77 +7%
PRI
2366
Prepared Retirement Institute
Pennsylvania
$270K +$252K +1,139 New
WAM
2367
Walker Asset Management
Missouri
$270K
CCB
2368
Cutter & Co Brokerage
Missouri
$269K +$442 +2 +0.2%
LA
2369
Lifeworks Advisors
Michigan
$269K -$3.98K -18 -2%
WMP
2370
Wealth Management Partners
Arizona
$269K +$442 +2 +0.2%
WF
2371
Welch & Forbes
Massachusetts
$269K
PCS
2372
Private Client Services
Kentucky
$269K +$250K +1,133 New
FF
2373
Financial Futures
New Jersey
$269K +$1.1K +5 +0.4%
UA
2374
Unison Advisors
District of Columbia
$268K +$250K +1,132 New
GWMR
2375
GC Wealth Management RIA
Massachusetts
$268K +$250K +1,130 New

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.