We are live on ! Find out more
VTI icon

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
TFA
2551
Teamwork Financial Advisors
Texas
$230K -$84.6K -327 -28%
OPA
2552
Old Port Advisors
Maine
$230K +$222K +858 New
SW
2553
Schulz Wealth
Texas
$229K +$3.37K +13 +2%
CFSG
2554
Clark Financial Services Group
Missouri
$229K +$1.03K +4 +0.5%
LI
2555
LVZ Inc
Michigan
$229K -$4.92K -19 -2%
HAFS
2556
Hapanowicz & Associates Financial Services
Pennsylvania
$228K +$8.28K +32 +4%
TSMHT
2557
Thurston Springer Miller Herd & Titak
Indiana
$228K +$221K +852 New
FTDI
2558
First Trust Direct Indexing
Massachusetts
$228K +$17.3K +67 +9%
OFS
2559
Orrstown Financial Services
Pennsylvania
$227K
JF
2560
JSF Financial
California
$227K
SA
2561
SRH Advisors
Kansas
$227K
KL
2562
KilterHowling LLC
Colorado
$227K -$8.28K -32 -4%
SAM
2563
Strategy Asset Managers
California
$227K -$12.9K -50 -5%
WFS
2564
Widmann Financial Services
Maryland
$227K -$34.7K -134 -14%
NA
2565
Nottingham Advisors
New York
$227K -$6.99K -27 -3%
EIG
2566
Ellenbecker Investment Group
Wisconsin
$227K -$3.37K -13 -2%
KFA
2567
Kapstone Financial Advisors
Ohio
$226K
LFA
2568
Lauterbach Financial Advisors
Texas
$225K +$5.95K +23 +3%
BSG
2569
Black Swift Group
Colorado
$225K
FNWM
2570
Financial Network Wealth Management
Utah
$225K +$218K +841 New
ZIG
2571
Zuckerman Investment Group
Illinois
$225K +$1.29K +5 +0.6%
BIA
2572
Bigelow Investment Advisors
Maine
$225K -$53.3K -206 -20%
IAG
2573
Investmark Advisory Group
Connecticut
$225K -$259 -1 -0.1%
FWM
2574
ForthRight Wealth Management
Georgia
$224K
SS
2575
Sunbelt Securities
Texas
$223K +$16K +62 +8%

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.