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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
GPA
2601
Guerra Pan Advisors
New Jersey
$214K
SAM
2602
Selway Asset Management
$214K
RFP
2603
Roth Financial Partners
Texas
$214K +$3.88K +15 +2%
JPLA
2604
Joseph P. Lucia & Associates
New York
$213K
IHWM
2605
Iron Horse Wealth Management
Iowa
$213K +$85.4K +330 +71%
PPWM
2606
Perissos Private Wealth Management
Oklahoma
$211K -$12.4K -48 -6%
GCM
2607
Gator Capital Management
Florida
$210K +$203K +785 New
SIC
2608
Sterling Investment Counsel
New York
$209K -$24.1K -93 -11%
IPW
2609
Invictus Private Wealth
Colorado
$209K +$259 +1 +0.1%
SHF
2610
Stage Harbor Financial
Massachusetts
$209K -$79.7K -308 -28%
MAG
2611
MRA Advisory Group
New Jersey
$209K
MCM
2612
Monarch Capital Management
Indiana
$209K
UCI
2613
Uncommon Cents Investing
Wisconsin
$208K +$201K +778 New
POIA
2614
Pin Oak Investment Advisors
Texas
$208K -$9.84K -38 -5%
SHIM
2615
Stone House Investment Management
Pennsylvania
$207K
IWS
2616
Insight Wealth Strategies
California
$207K -$18.6K -72 -9%
CT
2617
Colonial Trust
South Carolina
$207K
CF
2618
Convergence Financial
Missouri
$207K +$201K +775 New
CTI
2619
Community Trust & Investment
Kentucky
$207K
WG
2620
Watchman Group
Texas
$207K +$200K +774 New
FAM
2621
Fenimore Asset Management
New York
$207K -$201K -776 -50%
RWMH
2622
Riverpoint Wealth Management Holdings
Illinois
$206K
SA
2623
Stewardship Advisors
Pennsylvania
$205K +$199K +767 New
HA
2624
HC Advisors
Georgia
$205K -$40.7M -157,120 -100%
WBG
2625
Wharton Business Group
Pennsylvania
$205K +$198K +765 New

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.