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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
FAM
2451
Flaharty Asset Management
Florida
$231K -$10.2K -46 -5%
MSA
2452
McAlister Sweet & Associates
Texas
$231K
GM
2453
GeoWealth Management
Illinois
$230K -$50.2K -227 -19%
PFG
2454
Peterson Financial Group
Iowa
$230K +$884 +4 +0.4%
LIA
2455
LBMC Investment Advisors
Tennessee
$230K +$442 +2 +0.2%
ISB
2456
Iowa State Bank
Iowa
$230K -$193K -875 -47%
MCM
2457
Mengis Capital Management
Oregon
$229K -$884 -4 -0.4%
GAM
2458
GEM Asset Management
Michigan
$229K -$10.6K -48 -5%
MNG
2459
Manning & Napier Group
New York
$229K
DIA
2460
Dana Investment Advisors
Wisconsin
$227K +$212K +959 New
FC
2461
Financial Consulate
Maryland
$227K -$6.63K -30 -3%
VW
2462
Vance Wealth
California
$226K +$211K +954 New
BDFN
2463
Bond & Devick Financial Network
Minnesota
$226K -$193K -872 -48%
FPIS
2464
Financial Planning & Information Services
Wisconsin
$226K -$442 -2 -0.2%
DI
2465
DDFG Inc
California
$226K +$884 +4 +0.4%
RSA
2466
River Street Advisors
Illinois
$226K -$2.21K -10 -1%
CCA
2467
Cadent Capital Advisors
Oklahoma
$225K -$13.3K -60 -6%
OGF
2468
Orin Green Financial
California
$225K +$210K +949 New
OPWM
2469
Oxinas Partners Wealth Management
Indiana
$225K +$442 +2 +0.2%
CWA
2470
Continuum Wealth Advisors
New York
$225K +$209K +947 New
PIM
2471
Provident Investment Management
Michigan
$224K -$7.96K -36 -4%
KFA
2472
Kapstone Financial Advisors
Ohio
$224K +$204K +925 New
HW
2473
Hedeker Wealth
Illinois
$224K +$208K +942 New
KL
2474
KilterHowling LLC
Colorado
$223K +$202K +912 New
FNWM
2475
Financial Network Wealth Management
Utah
$222K -$110K -497 -35%

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.