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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
RIM
1
Rakuten Investment Management
Japan
$9.34B +$477M +2,158,700 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.23B +$814M +3,679,918 +10%
Betterment LLC
3
Betterment LLC
New York
$7.01B -$26.1M -117,949 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$5.66B +$2.77B +12,533,308 +111%
US Bancorp
5
US Bancorp
Minnesota
$4.5B -$152M -686,915 -3%
Wealthfront Advisers
6
Wealthfront Advisers
California
$3.46B +$42M +190,150 +1%
LPL Financial
7
LPL Financial
California
$3.33B +$119M +540,099 +4%
Bank of America
8
Bank of America
North Carolina
$3.15B +$40.7M +184,263 +1%
WI
9
WealthNavi Inc
Japan
$2.51B +$5.58M +25,226 +0.2%
Northern Trust
10
Northern Trust
Illinois
$2.3B +$29.4M +133,037 +1%
AF
11
Allworth Financial
California
$1.93B +$33.7M +152,315 +2%
Creative Planning
12
Creative Planning
Kansas
$1.9B -$78.8M -356,416 -4%
HWM
13
HB Wealth Management
Georgia
$1.64B +$4.89M +22,106 +0.3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.58B +$5.49M +24,847 +0.4%
MIS
15
Morningstar Investment Services
Illinois
$1.56B +$728M +3,294,486 +101%
Wells Fargo
16
Wells Fargo
California
$1.44B +$59.6M +269,792 +5%
BP
17
Ballentine Partners
Massachusetts
$1.41B +$14.6M +65,923 +1%
NMIFOAC
18
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.05B -$130M -590,000 -12%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.04B +$174M +788,703 +22%
UBS Group
20
UBS Group
Switzerland
$974M +$35.2M +159,194 +4%
FMWA
21
Forvis Mazars Wealth Advisors
Missouri
$887M +$9.79M +44,294 +1%
NAM
22
Nissay Asset Management
Japan
$860M
Goldman Sachs
23
Goldman Sachs
New York
$834M +$24M +108,424 +3%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$701M +$920K +4,160 +0.1%
Osaic Holdings
25
Osaic Holdings
Arizona
$662M -$152M -685,647 -20%

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.