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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
MFS
2726
Mattson Financial Services
Michigan
$34.2K +$33.1K +128 New
B
2727
Birchbrook
Maine
$33.4K +$1.03K +4 +3%
CYG
2728
Clean Yield Group
Vermont
$33.4K
WWP
2729
WR Wealth Planners
Missouri
$32.9K +$11.1K +43 +54%
WIA
2730
Wetzel Investment Advisors
Indiana
$32.3K +$24.3K +94 +376%
NCM
2731
Northwest Capital Management
Oregon
$31.6K -$490K -1,892 -94%
CSB
2732
City State Bank
Iowa
$30.2K
FF
2733
Friedenthal Financial
New Jersey
$30K +$518 +2 +2%
WFA
2734
Wells Financial Advisors
Massachusetts
$30K
VWM
2735
Valley Wealth Managers
New Jersey
$29.4K
JPWM
2736
Jamison Private Wealth Management
Georgia
$28.3K
HCP
2737
Hexagon Capital Partners
Arkansas
$27K -$4.4K -17 -14%
KA
2738
Kozak & Associates
Colorado
$26.7K
MIM
2739
MTM Investment Management
South Carolina
$25.1K
TCCM
2740
Timber Creek Capital Management
Massachusetts
$25.1K +$24.1K +93 New
TIM
2741
Thompson Investment Management
Wisconsin
$24.1K -$6.99K -27 -23%
OHWP
2742
Oak Harbor Wealth Partners
North Carolina
$21.7K
HI
2743
Hoey Investments
Pennsylvania
$20.1K
RAM
2744
Ramirez Asset Management
New York
$20.1K
BC
2745
Broadwater Capital
Massachusetts
$19.3K
MLA
2746
MB, Levis & Associates
Pennsylvania
$17K
VWA
2747
Valued Wealth Advisors
Utah
$16.5K +$14.8K +57 +1,140%
MIA
2748
MeadowBrook Investment Advisors
Michigan
$14.4K -$6.47K -25 -22%
AIA
2749
Angeles Investment Advisors
California
$13.4K
SFA
2750
Semmax Financial Advisors
North Carolina
$12.9K +$3.11K +12 +33%

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.