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
D.E. Shaw & Co
2801
D.E. Shaw & Co
New York
-$2.13M -8,181 Closed
CWM
2802
Calamos Wealth Management
Illinois
-$1.33M -5,123 Closed
WCM
2803
Winthrop Capital Management
Indiana
-$1.32M -5,069 Closed
GAM
2804
Grandview Asset Management
Pennsylvania
-$1.29M -4,959 Closed
CSIA
2805
Charles Schwab Investment Advisory
California
-$1.25M -4,815 Closed
OWM
2806
OneAscent Wealth Management
Alabama
-$1.16M -4,454 Closed
WFM
2807
Wolff Financial Management
Michigan
-$1.08M -4,163 Closed
AACR
2808
ACR Alpine Capital Research
Missouri
-$1.01M -3,871 Closed
RCM
2809
Radnor Capital Management
Pennsylvania
-$855K -3,291 Closed
TCB
2810
Texas Capital Bancshares
Texas
-$855K -3,291 Closed
BWS
2811
Buck Wealth Strategies
Colorado
-$727K -2,798 Closed
DFG
2812
Delta Financial Group
New Jersey
-$711K -2,737 Closed
SWM
2813
Soundmark Wealth Management
Washington
-$692K -2,663 Closed
TBWA
2814
Three Bridge Wealth Advisors
California
-$605K -2,329 Closed
CWM
2815
Campbell Wealth Management
Virginia
-$519K -1,997 Closed
MAM
2816
Meeder Asset Management
Ohio
-$512K -1,971 Closed
CCT
2817
Capital City Trust
Florida
-$512K -1,969 Closed
JWWM
2818
Johnson & White Wealth Management
Pennsylvania
-$506K -1,949 Closed
TFG
2819
Tilson Financial Group
New Jersey
-$505K -1,942 Closed
EWM
2820
Executive Wealth Management
Michigan
-$489K -1,883 Closed
HFRG
2821
Houlihan Financial Resource Group
Virginia
-$474K -1,822 Closed
OFA
2822
Onyx Financial Advisors
Idaho
-$393K -1,512 Closed
IFWM
2823
Institute for Wealth Management
Colorado
-$385K -1,480 Closed
FA
2824
Financial Advisors
Massachusetts
-$371K -1,427 Closed
SW
2825
SMART Wealth
Nebraska
-$363K -1,397 Closed

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.