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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
AC
2826
Addison Capital
Pennsylvania
-$362K -1,393 Closed
HW
2827
Hedeker Wealth
Illinois
-$352K -1,354 Closed
LCM
2828
LCM Capital Management
Illinois
-$340K -1,310 Closed
DG
2829
DMC Group
Alabama
-$339K -1,304 Closed
HFS
2830
Hantz Financial Services
Michigan
-$330K -1,268 Closed
CAM
2831
Crestone Asset Management
Colorado
-$325K -1,250 Closed
CMAI
2832
Capital Management Associates Inc
Minnesota
-$317K -1,219 Closed
PAG
2833
Private Advisory Group
Washington
-$308K -1,184 Closed
GSWM
2834
Greenup Street Wealth Management
Michigan
-$297K -1,143 Closed
CL
2835
Cabana LLC
Arkansas
-$288K -1,108 Closed
AC
2836
Arjuna Capital
North Carolina
-$281K -1,080 Closed
SPFA
2837
Summit Place Financial Advisors
New Jersey
-$268K -1,030 Closed
WA
2838
Wambolt & Associates
Colorado
-$267K -1,028 Closed
SPI
2839
Sutton Place Investors
New York
-$258K -994 Closed
MSA
2840
McAlister Sweet & Associates
Texas
-$253K -973 Closed
FPIS
2841
Financial Planning & Information Services
Wisconsin
-$244K -940 Closed
DWA
2842
Delta Wealth Advisors
Indiana
-$237K -910 Closed
SF
2843
Slagle Financial
Illinois
-$234K -900 Closed
HWM
2844
Heirloom Wealth Management
Colorado
-$233K -895 Closed
DL
2845
DOHJ LLC
Washington
-$231K -890 Closed
CVA
2846
Central Valley Advisors
California
-$229K -879 Closed
CWA
2847
Continuum Wealth Advisors
New York
-$224K -863 Closed
CAG
2848
Curtis Advisory Group
California
-$221K -850 Closed
SFPG
2849
Stonebridge Financial Planning Group
Florida
-$221K -850 Closed
FPCG
2850
Forum Private Client Group
Indiana
-$207K -797 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.