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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
WLG
2626
Williamson Legacy Group
Indiana
$204K +$197K +761 New
RCM
2627
Raleigh Capital Management
North Carolina
$204K +$157K +608 +397%
FLA
2628
Financial Life Advisors
Texas
$203K -$20.2K -78 -9%
MTIC
2629
Missouri Trust & Investment Company
Missouri
$203K
BBNA
2630
Bremer Bank National Association
Minnesota
$203K -$216K -836 -52%
BFP
2631
Brewster Financial Planning
New York
$202K +$196K +756 New
CTA
2632
Colonial Trust Advisors
South Carolina
$201K -$30.8K -119 -14%
GFA
2633
Grunden Financial Advisory
Texas
$201K -$5.69K -22 -3%
RAM
2634
Riggs Asset Management
Pennsylvania
$200K +$105K +407 +119%
FPFS
2635
First Personal Financial Services
North Carolina
$196K
WSC
2636
Wellington Shields & Co
New York
$195K -$51.8K -200 -22%
TCWA
2637
Turtle Creek Wealth Advisors
Texas
$192K +$47.4K +183 +34%
BOC
2638
Bull Oak Capital
California
$189K +$13.2K +51 +8%
PCG
2639
PFC Capital Group
California
$187K
4FG
2640
4Thought Financial Group
New York
$182K +$1.03K +4 +0.6%
BIA
2641
Bell Investment Advisors
California
$174K +$127K +489 +302%
RA
2642
Rise Advisors
New York
$171K -$1.55K -6 -0.9%
FFC
2643
First Financial Corp
Indiana
$167K
FGAM
2644
Financial Gravity Asset Management
Texas
$165K -$179K -691 -53%
LIA
2645
Luken Investment Analytics
Tennessee
$163K +$26.7K +103 +20%
EA
2646
Evolution Advisers
Virginia
$161K -$259 -1 -0%
LB
2647
Legacy Bridge
Iowa
$161K
IRC
2648
Investors Research Corp
Georgia
$160K +$155K +599 New
BCA
2649
Bray Capital Advisors
Florida
$159K +$2.85K +11 +2%
EPW
2650
Evergreen Private Wealth
Colorado
$159K

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.