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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
MCM
2501
Mengis Capital Management
Oregon
$258K -$19.2K -74 -7%
KHC
2502
Koesten Hirschmann & Crabtree
Kansas
$258K
HIC
2503
Holderness Investments Company
North Carolina
$258K +$47.6K +184 +24%
LAS
2504
Lloyd Advisory Services
Georgia
$258K +$249K +963 New
AFTS
2505
American Financial & Tax Strategies
New York
$257K -$21.7K -84 -8%
FWM
2506
FMB Wealth Management
California
$257K
PMG
2507
Private Management Group
California
$255K +$6.47K +25 +3%
DI
2508
DDFG Inc
California
$255K
RW
2509
Rockport Wealth
Ohio
$255K +$259 +1 +0.1%
HWA
2510
Heartwood Wealth Advisors
Virginia
$255K +$22.5K +87 +10%
RSA
2511
River Street Advisors
Illinois
$254K
CCA
2512
Cadent Capital Advisors
Oklahoma
$254K
OGF
2513
Orin Green Financial
California
$254K +$246K +949 New
TTWM
2514
TCV Trust & Wealth Management
Virginia
$253K +$245K +947 New
PIM
2515
Provident Investment Management
Michigan
$253K
ACM
2516
Accent Capital Management
Ohio
$253K +$6.47K +25 +3%
NBT
2517
Northwest Bank & Trust
Iowa
$251K
NPPM
2518
North Point Portfolio Managers
Ohio
$250K
HT
2519
Heritage Trust
Oklahoma
$250K +$5.43K +21 +2%
MPI
2520
Mairs & Power Inc
Minnesota
$249K +$26.7K +103 +12%
RP
2521
Riverbridge Partners
Minnesota
$248K -$259 -1 -0.1%
KFC
2522
Klingenstein Fields & Co
New York
$246K
WC
2523
Woodstock Corp
Massachusetts
$246K
SAM
2524
Seelaus Asset Management
New Jersey
$246K +$238K +920 New
WF
2525
Welch & Forbes
Massachusetts
$245K -$56.4K -218 -19%

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.