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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
DWA
2651
Dougherty Wealth Advisers
Minnesota
$155K -$2.85K -11 -2%
MWA
2652
Moser Wealth Advisors
Washington
$151K +$15.5K +60 +12%
MSWM
2653
Mowery & Schoenfeld Wealth Management
Illinois
$150K
EAM
2654
Empirical Asset Management
Massachusetts
$149K +$13M +50,324 New
SCA
2655
Stuart Chaussee & Associates
California
$149K +$19.4K +75 +16%
GWSA
2656
Global Wealth Strategies & Associates
Colorado
$147K -$24.1K -93 -15%
DFA
2657
DHJJ Financial Advisors
Illinois
$146K +$25.9K +100 +23%
LWA
2658
Lowe Wealth Advisors
Maryland
$145K
GFPC
2659
Global Financial Private Client
Florida
$144K
AWM
2660
Aspire Wealth Management
Massachusetts
$141K
CPG
2661
Cornerstone Planning Group
New Jersey
$140K -$32.1K -124 -18%
TVWM
2662
Tower View Wealth Management
Wisconsin
$139K
WWM
2663
Wolff Wiese Magana
California
$139K
EBA
2664
Eagle Bay Advisors
New York
$134K
CAM
2665
Creekmur Asset Management
Illinois
$134K +$6.21K +24 +5%
WSCM
2666
Wellington Shields Capital Management
New York
$134K
VAMG
2667
Voisard Asset Management Group
Michigan
$130K -$8.28K -32 -6%
KWAG
2668
Kiely Wealth Advisory Group
North Carolina
$129K
CP
2669
Castleview Partners
Texas
$124K +$11.6K +45 +11%
AIP
2670
Ameritas Investment Partners
Nebraska
$119K
TCM
2671
Tradewinds Capital Management
Washington
$119K -$1.29K -5 -1%
NRG
2672
Nemes Rush Group
Michigan
$109K +$6.21K +24 +6%
NFSG
2673
Newbridge Financial Services Group
Florida
$108K +$1.81K +7 +2%
SC
2674
Stephens Consulting
Michigan
$108K -$9.58K -37 -8%
NL
2675
NKCFO LLC
Illinois
$107K +$104K +400 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.