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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
LI
2476
Lafayette Investments
Maryland
$271K +$59.3K +229 +29%
JF
2477
Joule Financial
Kentucky
$270K +$28K +108 +12%
GIA
2478
Goodwin Investment Advisory
Georgia
$270K
EP
2479
EPIQ Partners
Minnesota
$268K
TFM
2480
TFC Financial Management
Massachusetts
$268K +$183K +707 +240%
BAM
2481
Bosun Asset Management
Illinois
$268K
JC
2482
JBF Capital
Colorado
$268K
TPWA
2483
TRUE Private Wealth Advisors
Oregon
$267K -$14.5K -56 -5%
RSWA
2484
Robinson Smith Wealth Advisors
Maine
$267K +$258K +997 New
DP
2485
Dearborn Partners
Illinois
$266K -$33.6K -130 -12%
CSA
2486
Cottage Street Advisors
Massachusetts
$266K
GSC
2487
G&S Capital
Colorado
$266K +$776 +3 +0.3%
DIA
2488
Dana Investment Advisors
Wisconsin
$266K -$1.03K -4 -0.4%
MC
2489
Matisse Capital
Oregon
$266K
SN
2490
Sittner & Nelson
Oregon
$265K
SRCM
2491
Signature Resources Capital Management
California
$265K +$518 +2 +0.2%
SXL
2492
Summit X LLC
Missouri
$263K +$40.9K +158 +19%
LCM
2493
Lunt Capital Management
Utah
$263K
Toronto Dominion Bank
2494
Toronto Dominion Bank
Ontario, Canada
$262K -$5.18K -20 -2%
MFG
2495
Mendota Financial Group
Wisconsin
$262K -$12.9K -50 -5%
FNB
2496
Farmers National Bank
Kentucky
$261K -$42.2K -163 -14%
FAM
2497
Flaharty Asset Management
Florida
$261K
PFG
2498
Peterson Financial Group
Iowa
$260K
MWM
2499
Moulton Wealth Management
Washington
$259K +$244K +944 New
GAM
2500
GEM Asset Management
Michigan
$259K

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.