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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
PFA
2376
Pinnacle Family Advisors
Missouri
$267K
BMM
2377
Buffington Mohr McNeal
Idaho
$267K -$9.29K -42 -4%
TA
2378
TrueWealth Advisors
Alabama
$265K +$247K +1,118 New
BIM
2379
Bridges Investment Management
Nebraska
$265K +$247K +1,117 New
HF
2380
Halpern Financial
Virginia
$265K +$244K +1,103 +3,558%
GWCM
2381
Godshalk Welsh Capital Management
Pennsylvania
$265K
NCM
2382
Nelson Capital Management
California
$264K +$246K +1,114 New
S4W
2383
Solutions 4 Wealth
Texas
$264K +$246K +1,113 New
GFP
2384
Guardian Financial Partners
California
$263K
HC
2385
Hamilton Capital
Ohio
$262K -$4.42K -20 -2%
MKA
2386
M. Kulyk & Associates
Georgia
$262K -$146K -659 -37%
LWANC
2387
Laurel Wealth Advisors (North Carolina)
North Carolina
$261K
CL
2388
COWA LLC
Oklahoma
$260K -$4.64K -21 -2%
CWP
2389
Core Wealth Partners
California
$260K +$242K +1,096 New
PMSA
2390
Patrick M. Sweeney & Associates
Illinois
$260K +$242K +1,095 New
WI
2391
Wedgewood Investors
Pennsylvania
$260K -$9.51K -43 -4%
SHF
2392
Stage Harbor Financial
Massachusetts
$258K +$241K +1,089 New
SC
2393
Schiavi & Co
Delaware
$257K -$68.1K -308 -22%
CRWM
2394
Castle Rock Wealth Management
California
$256K +$884 +4 +0.4%
FAM
2395
Forte Asset Management
New York
$256K
SAM
2396
Strategy Asset Managers
California
$256K +$11.1K +50 +5%
MA
2397
MKT Advisors
California
$255K +$663 +3 +0.3%
I
2398
IMPACTfolio
Colorado
$255K -$2.43K -11 -1%
TWM
2399
Trinity Wealth Management
Pennsylvania
$255K -$442 -2 -0.2%
WAL
2400
W Advisors LLC
Tennessee
$254K +$237K +1,072 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.