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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
DBIA
2851
Dumont & Blake Investment Advisors
New Jersey
-$204K -786 Closed
BCA
2852
Ballentine Capital Advisors
South Carolina
-$202K -779 Closed
SCM
2853
Sollinda Capital Management
Florida
-$202K -776 Closed
CWAF
2854
Core Wealth Advisors (Florida)
Florida
-$183K -704 Closed
FIM
2855
Fernwood Investment Management
Massachusetts
-$122K -470 Closed
MAWCM
2856
Mine & Arao Wealth Creation & Management
California
-$83K -319 Closed
VL
2857
Vima LLC
Michigan
-$63.1K -309 Closed
LF
2858
LifeSteps Financial
California
-$61.6K -237 Closed
IPW
2859
Impact Partnership Wealth
Georgia
-$52K -200 Closed
TLA
2860
Tanglewood Legacy Advisors
Texas
-$22.6K -87 Closed
YAL
2861
Your Advocates Ltd
Texas
-$18.5K -71 Closed
CMA
2862
Cedar Mountain Advisors
Oregon
-$16.9K -65 Closed
HIM
2863
Hillsdale Investment Management
Ontario, Canada
-$14.8K -57 Closed
WAM
2864
WFA Asset Management
Wisconsin
-$10.9K -42 Closed
AI
2865
Arvest Investments
Arkansas
-$10.7K -41 Closed
CWM
2866
CarsonAllaria Wealth Management
Illinois
-$3.38K -13 Closed
TC
2867
Truvestments Capital
Florida
-$2.61K -10 Closed
OLVIG
2868
Oliver Lagore Vanvalin Investment Group
Michigan
-$185 -1 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.