Vanguard Morningstar Total Stock Market ETF
VTI
2,380 hedge funds and large institutions have $96.6B invested in Vanguard Morningstar Total Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 967 increasing their positions, 940 reducing their positions, and 76 closing their positions.
452% more call options, than puts
Call options by funds: $626M | Put options by funds: $113M
93% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 76
13% more capital invested
Capital invested by funds: $85.1B → $96.6B (+$11.4B)
2% more funds holding
Funds holding: 2,331 → 2,380 (+49)
3% more repeat investments, than reductions
Existing positions increased: 967 | Existing positions reduced: 940
0.61% more ownership
Funds ownership: 31.21% → 31.82% (+0.61%)
2% less funds holding in top 10
Funds holding in top 10: 524 → 513 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.11B |
| 2 |
Citigroup
New York
|
+$718M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$505M |
| 4 |
RIM
Rakuten Investment Management
Tokyo,
Japan
|
+$415M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$323M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
-$363M |
| 2 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
-$223M |
| 3 |
HL
Hernani LP
St. Helier,
Jersey
|
-$212M |
| 4 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
-$149M |
| 5 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$106M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
2451
Activest Wealth Management
Aventure,
Florida
| – | -$79.2K | -394 | Closed |
|
|
FA
2452
Fortis Advisors
Wayne,
Pennsylvania
| – | -$77.4K | -379 | Closed |
|
|
SC
2453
Slow Capital
Greenbrae,
California
| – | -$63.5K | -311 | Closed |
|
|
IA
2454
IFS Advisors
Overland Park,
Kansas
| – | -$30.2K | -148 | Closed |
|
|
KFP
2455
KB Financial Partners
Princeton,
New Jersey
| – | -$15K | -72 | Closed |
|
2456
Fidelity International
Hamilton,
Bermuda
| – | -$14.3K | -70 | Closed |
|
|
CWA
2457
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| – | -$5.92K | -29 | Closed |
|
|
NECFA
2458
New England Capital Financial Advisors
Meriden,
Connecticut
| – | -$1.84K | -9 | Closed |
|
|
TFA
2459
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -1 | Closed |
|
VTI Hedge Fund Activity: Q2 2023 in Review
2,380 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q2 2023, worth a combined $96.6B — up 13% from $85.1B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new VTI positions and 76 closed out — a net gain of 71 holders — while 967 added to existing stakes and 940 trimmed.
The largest buyer was US Bancorp, adding an estimated $1.11B. The largest seller was Summit Wealth Group, cutting an estimated $363M.
- 2,380 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q2 2023, up from 2,331 in Q1 2023.
- Funds reported $96.6B of Vanguard Morningstar Total Stock Market ETF stock for Q2 2023, up 13% quarter-over-quarter.
- 147 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q2 2023 and 76 closed out, a net change of +71 holders.
- The largest Vanguard Morningstar Total Stock Market ETF buyer in Q2 2023 was US Bancorp, an estimated $1.11B added.
- The largest Vanguard Morningstar Total Stock Market ETF seller in Q2 2023 was Summit Wealth Group, an estimated $363M sold.
Based on aggregated 13F filings for Q2 2023.