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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
AWS
251
Atria Wealth Solutions
New York
$52.4M -$1.79M -6,916 -3%
BFP
252
Briaud Financial Planning
Texas
$52.4M +$7.03M +27,175 +16%
JFGLC
253
Johnson Financial Group LLC (Colorado)
Colorado
$52.1M -$1.49M -5,775 -3%
UI
254
Unconventional Investor
New Hampshire
$52.1M -$989K -3,821 -2%
UOMF
255
University of Maryland Foundation
Maryland
$52M
OA
256
Operose Advisors
Wisconsin
$51.7M +$5.04M +19,479 +11%
MSFS
257
Main Street Financial Solutions
Pennsylvania
$51.6M +$835K +3,228 +2%
CL
258
Choreo LLC
Illinois
$51.3M +$9.6M +37,105 +24%
LNWTC
259
Laird Norton Wetherby Trust Company
Washington
$51.2M -$42.4K -164 -0.1%
MB
260
Mizuho Bank
Japan
$50.8M -$49.2M -190,000 -50%
OIA
261
OneDigital Investment Advisors
Kansas
$50.7M +$4.35M +16,807 +10%
CB
262
Commerce Bank
Missouri
$50.6M +$604K +2,334 +1%
SWP
263
Stratos Wealth Partners
Ohio
$50.6M -$314K -1,212 -0.6%
AllianceBernstein
264
AllianceBernstein
Tennessee
$49.4M +$2.03M +7,826 +4%
LW
265
Libra Wealth
California
$49.3M +$1.69M +6,536 +4%
SMC
266
Smith, Moore & Co
Missouri
$49.3M +$512K +1,980 +1%
NG
267
Northstar Group
New York
$49.2M +$1.14M +4,399 +2%
BFS
268
Burrus Financial Services
Utah
$48.9M +$389K +1,502 +0.8%
RPWA
269
Regent Peak Wealth Advisors
Georgia
$48.8M +$3.56M +13,738 +8%
RW
270
REDW Wealth
New Mexico
$48.6M -$2.15M -8,302 -4%
SHWM
271
Smith & Howard Wealth Management
Georgia
$48.1M -$188K -725 -0.4%
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$48.1M -$2.28M -8,803 -5%
TC
273
Trilogy Capital
California
$48M +$2.95M +11,390 +7%
MWM
274
Magnolia Wealth Management
Alabama
$47.8M -$45.5M -175,671 -50%
JFG
275
JMG Financial Group
Illinois
$47.4M -$2.73M -10,533 -6%

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.