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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
SWM
276
Scissortail Wealth Management
Oklahoma
$47.1M +$75.6K +292 +0.2%
NSAM
277
North Star Asset Management
Wisconsin
$47M -$753K -2,911 -2%
HWM
278
Hemington Wealth Management
Virginia
$47M -$817K -3,156 -2%
AA
279
Ashford Advisors
New York
$47M -$49.4K -191 -0.1%
WCWM
280
Wooster Corthell Wealth Management
Connecticut
$46.5M -$517K -1,996 -1%
WAG
281
Winthrop Advisory Group
Massachusetts
$45.9M -$295K -1,139 -0.7%
PG
282
Proffitt & Goodson
Tennessee
$45.9M -$1.01M -3,898 -2%
GP
283
Greenline Partners
New York
$45.1M +$699K +2,701 +2%
PMA
284
Prudent Man Advisors
Illinois
$45M -$1.91M -7,397 -4%
DFG
285
Delphi Financial Group
Delaware
$45M +$43.5M +168,090 New
EWA
286
EP Wealth Advisors
California
$44.9M +$2.3M +8,875 +6%
AAMC
287
Asset Allocation & Management Company
Illinois
$44.8M +$179K +690 +0.4%
LW
288
Linscomb Wealth
Texas
$44.1M -$334K -1,289 -0.8%
MPW
289
Monterey Private Wealth
California
$43.4M +$1.64M +6,345 +4%
IA
290
IFG Advisory
Georgia
$43.3M +$1.95M +7,532 +5%
WA
291
WBH Advisory
Maryland
$43.1M -$1.04M -4,012 -2%
TVAMP
292
Tennessee Valley Asset Management Partners
Tennessee
$43M +$40.8M +157,502 +4,730%
CIA
293
Concurrent Investment Advisors
Florida
$42.9M +$4.58M +17,684 +12%
AF
294
Affiance Financial
Minnesota
$42.2M +$750K +2,897 +2%
PS
295
Portfolio Strategies
New York
$41.8M -$182M -701,974 -82%
DPIM
296
Duff & Phelps Investment Management
Illinois
$41.8M +$448K +1,730 +1%
RWI
297
Red Wave Investments
Pennsylvania
$41.6M +$466K +1,799 +1%
AWM
298
Altus Wealth Management
Kentucky
$41.4M -$126K -485 -0.3%
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$41.3M +$3.62M +13,981 +10%
BAAM
300
Baker Avenue Asset Management
California
$41M +$1.88M +7,248 +5%

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.