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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
WA
2426
WESPAC Advisors
California
$242K +$5.53K +25 +3%
CAS
2427
Coppell Advisory Solutions
Texas
$241K -$120K -543 -35%
MPCA
2428
Madison Park Capital Advisors
Washington
$241K +$224K +1,014 New
PWMG
2429
Pioneer Wealth Management Group
Texas
$238K +$222K +1,004 New
WSCM
2430
Wellington Shields Capital Management
New York
$237K
LI
2431
LVZ Inc
Michigan
$237K
EP
2432
EPIQ Partners
Minnesota
$237K +$1.1K +5 +0.5%
BAM
2433
Bosun Asset Management
Illinois
$237K
FPFS
2434
First Personal Financial Services
North Carolina
$237K
JC
2435
JBF Capital
Colorado
$237K
Toronto Dominion Bank
2436
Toronto Dominion Bank
Ontario, Canada
$237K
OFS
2437
Orrstown Financial Services
Pennsylvania
$237K +$221K +1,000 New
SFS
2438
Sharp Financial Services
Pennsylvania
$237K +$221K +999 New
EB
2439
Eastern Bank
Massachusetts
$237K
MC
2440
Matisse Capital
Oregon
$236K
ACA
2441
Affinity Capital Advisors
California
$236K -$261K -1,180 -54%
HGWM
2442
Horst & Graben Wealth Management
Oregon
$236K +$220K +993 New
PIM
2443
Parker Investment Management
California
$235K +$223K +1,010 New
SN
2444
Sittner & Nelson
Oregon
$235K +$2.65K +12 +1%
SRCM
2445
Signature Resources Capital Management
California
$234K +$218K +987 New
MHWM
2446
Montz Harcus Wealth Management
Louisiana
$234K +$442 +2 +0.2%
HA
2447
Hofer & Associates
California
$234K -$28.5K -129 -12%
LCM
2448
Lunt Capital Management
Utah
$233K
WFS
2449
Widmann Financial Services
Maryland
$233K
TPWA
2450
TRUE Private Wealth Advisors
Oregon
$232K +$884 +4 +0.4%

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.