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Vanguard Morningstar Total Stock Market ETF

2,776 hedge funds and large institutions have $126B invested in Vanguard Morningstar Total Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 1,135 increasing their positions, 990 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 90

67% more call options, than puts

Call options by funds: $171M | Put options by funds: $102M

15% more repeat investments, than reductions

Existing positions increased: 1,135 | Existing positions reduced: 990

2% more funds holding

Funds holding: 2,7342,776 (+42)

4% more capital invested

Capital invested by funds: $121B → $126B (+$4.76B)

0.19% more ownership

Funds ownership: 31.71%31.9% (+0.19%)

2% less funds holding in top 10

Funds holding in top 10: 601590 (-11)

Holders
2,776
Holders Change
+42
Holders Change %
+1.54%
% of All Funds
40.09%
Holding in Top 10
590
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-1.83%
% of All Funds
8.52%
New
165
Increased
1,135
Reduced
990
Closed
90
Calls
$171M
Puts
$102M
Net Calls
+$68.5M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
226
Hassell Wealth Management
Louisiana
$59.5M +$2.55M +9,856 +5%
EPP
227
ETF Portfolio Partners
Kansas
$59.4M +$1.62M +6,271 +3%
HTC
228
Haverford Trust Company
Pennsylvania
$59.4M +$1.98M +7,666 +4%
SLT
229
St Louis Trust
Missouri
$59.2M -$460K -1,778 -0.8%
FBT
230
First Bank & Trust
South Dakota
$58.8M -$311K -1,203 -0.5%
TFCP
231
Twin Focus Capital Partners
Massachusetts
$58.2M +$619K +2,392 +1%
William Blair & Company
232
William Blair & Company
Illinois
$58.1M +$3.03M +11,706 +6%
HA
233
Hanover Advisors
South Carolina
$57.8M -$371K -1,435 -0.7%
WFA
234
Wade Financial Advisory
California
$57.6M -$114K -441 -0.2%
PA
235
Pinnacle Associates
New York
$57.4M -$1.42M -5,505 -2%
WSFS
236
Wilmington Savings Fund Society
Delaware
$57.2M -$929K -3,589 -2%
APG
237
Abacus Planning Group
South Carolina
$57.1M -$1.22M -4,717 -2%
SA
238
Sanctuary Advisors
Indiana
$56.8M +$58.4M +225,586 New
BW
239
BIP Wealth
Georgia
$56.4M -$5.83M -22,518 -10%
CWM
240
Cedar Wealth Management
California
$56.4M -$3.37K -13 -0%
CGL
241
Clarius Group LLC
Washington
$56.1M -$11.1K -43 -0%
ECG
242
EPIQ Capital Group
California
$55.9M +$1.71M +6,607 +3%
PAS
243
Park Avenue Securities
New York
$55.3M +$495K +1,914 +0.9%
NHC
244
Nicholas Hoffman & Company
Georgia
$55M +$327K +1,263 +0.6%
EK
245
Evensky & Katz
Florida
$54.8M -$1.26M -4,882 -2%
OFP
246
OLIO Financial Planning
Virginia
$54.5M -$194K -748 -0.3%
CC
247
Cypress Capital
Tennessee
$54.5M +$2.21M +8,540 +4%
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$54.1M -$2.49M -9,632 -5%
WFA
249
Wellspring Financial Advisors
Ohio
$54.1M +$1.12M +4,312 +0.1%
PWM
250
Prentice Wealth Management
New York
$53.8M +$575K +2,223 +1%

VTI Hedge Fund Activity: Q2 2024 in Review

2,776 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q2 2024, worth a combined $126B — up 3.9% from $121B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new VTI positions and 90 closed out — a net gain of 75 holders — while 1,135 added to existing stakes and 990 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $2.65B. The largest seller was US Bancorp, cutting an estimated $1.24B.

  • 2,776 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q2 2024, up from 2,734 in Q1 2024.
  • Funds reported $126B of Vanguard Morningstar Total Stock Market ETF stock for Q2 2024, up 3.9% quarter-over-quarter.
  • 165 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q2 2024 and 90 closed out, a net change of +75 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $2.65B added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q2 2024 was US Bancorp, an estimated $1.24B sold.

Based on aggregated 13F filings for Q2 2024.