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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
FWIA
2401
Fort Washington Investment Advisors
Ohio
$254K +$27.9K +126 +13%
NCM
2402
Narwhal Capital Management
Georgia
$253K +$236K +1,066 New
ASI
2403
Advisory Services & Investments
Oregon
$252K +$235K +1,063 New
PA
2404
Paragon Advisors
Texas
$252K -$127K -576 -35%
DCM
2405
Donaldson Capital Management
Indiana
$251K -$953K -4,312 -80%
BFA
2406
Brown Financial Advisory
Alabama
$250K -$165K -745 -41%
AA
2407
Aufman Associates
Pennsylvania
$250K -$1.77K -8 -0.8%
HCM
2408
Highview Capital Management
Illinois
$250K -$157K -712 -40%
MP
2409
McDonald Partners
Ohio
$249K -$18.8K -85 -7%
LWM
2410
Laidlaw Wealth Management
New York
$249K -$884 -4 -0.4%
BMD
2411
Better Money Decisions
New Mexico
$249K -$9.51K -43 -4%
MSFP
2412
Mark Sheptoff Financial Planning
Connecticut
$248K
AFTS
2413
American Financial & Tax Strategies
New York
$248K +$231K +1,044 New
FW
2414
Fairway Wealth
Ohio
$247K +$230K +1,042 New
IWA
2415
Invera Wealth Advisors
Oregon
$247K +$230K +1,040 New
LFGO
2416
Legacy Financial Group (Oklahoma)
Oklahoma
$245K -$3.32K -15 -1%
FPWM
2417
FSB Premier Wealth Management
Iowa
$244K -$4.2K -19 -2%
4WM
2418
49 Wealth Management
Texas
$244K +$227K +1,029 New
MFG
2419
Mendota Financial Group
Wisconsin
$244K +$198K +895 +668%
CCP
2420
Clarity Capital Partners
California
$244K +$227K +1,028 New
GSC
2421
G&S Capital
Colorado
$243K +$2.65K +12 +1%
PMG
2422
Private Management Group
California
$242K
ACM
2423
Arcataur Capital Management
Wisconsin
$242K
CFS
2424
Commonwealth Financial Services
West Virginia
$242K +$442 +2 +0.2%
FSA
2425
Financial Security Advisor
Virginia
$242K -$80.3K -363 -26%

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.