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
PWMG
2701
Prestige Wealth Management Group
New Jersey
$78.8K
OSNBOA
2702
Old Second National Bank of Aurora
Illinois
$76.2K
AWM
2703
Activest Wealth Management
Florida
$75.5K
PAIM
2704
Punch & Associates Investment Management
Minnesota
$73K +$4.4K +17 +7%
GWP
2705
Gen-Wealth Partners
Michigan
$72.8K +$13.5K +52 +24%
RPCA
2706
Running Point Capital Advisors
California
$72.3K
CB
2707
Chris Bulman
California
$67.1K +$65K +251 New
UWS
2708
Unique Wealth Strategies
Illinois
$66.3K +$66K +255 New
TWP
2709
Triad Wealth Partners
Kansas
$63.1K +$61.1K +236 New
AWM
2710
Atticus Wealth Management
Florida
$61K
DI
2711
DAGCO Inc
Ohio
$53.5K
RWMG
2712
Redwood Wealth Management Group
New Jersey
$51.1K +$49.4K +191 New
AIM
2713
Arcadia Investment Management
Michigan
$49.5K
SP
2714
SWS Partners
Ohio
$49.4K +$47.6K +184 New
QCMNJ
2715
Quantum Capital Management (New Jersey)
New Jersey
$48.4K -$1.81K -7 -4%
PA
2716
PSI Advisors
Florida
$48.2K
FWA
2717
FSC Wealth Advisors
New York
$47.9K
1IA
2718
1620 Investment Advisors
Massachusetts
$46.3K +$44.8K +173 New
DSC
2719
Duncker Streett & Co
Missouri
$43K
NECFA
2720
New England Capital Financial Advisors
Connecticut
$42.8K
HFM
2721
Hartford Financial Management
Connecticut
$41.5K -$104K -400 -72%
FIM
2722
FWL Investment Management
Texas
$40.9K +$39.6K +153 New
WWMSC
2723
Wagner Wealth Management (South Carolina)
South Carolina
$40.5K
FRA
2724
Front Row Advisors
California
$40.3K
TH
2725
TCTC Holdings
Texas
$37.2K +$5.18K +20 +17%

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.