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Vanguard Morningstar Total Stock Market ETF

2,734 hedge funds and large institutions have $121B invested in Vanguard Morningstar Total Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,193 increasing their positions, 1,019 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 86

101% more call options, than puts

Call options by funds: $212M | Put options by funds: $106M

17% more repeat investments, than reductions

Existing positions increased: 1,193 | Existing positions reduced: 1,019

7% more capital invested

Capital invested by funds: $113B → $121B (+$7.63B)

3% more funds holding in top 10

Funds holding in top 10: 583601 (+18)

2% more funds holding

Funds holding: 2,6802,734 (+54)

1.71% less ownership

Funds ownership: 33.42%31.71% (-1.7%)

Holders
2,734
Holders Change
+54
Holders Change %
+2.01%
% of All Funds
39.38%
Holding in Top 10
601
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+3.09%
% of All Funds
8.66%
New
176
Increased
1,193
Reduced
1,019
Closed
86
Calls
$212M
Puts
$106M
Net Calls
+$107M
Net Calls Change
-$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
326
Annex Advisory Services
Wisconsin
$37M -$73.3M -296,171 -68%
FT
327
Fiduciary Trust
Massachusetts
$36.9M +$9.3M +37,599 +36%
WCM
328
Windham Capital Management
Massachusetts
$36.6M -$18.9M -76,515 -35%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$36.5M +$3.16M +12,782 +10%
CFO
330
Capitol Family Office
Oregon
$36.4M +$15.8M +63,868 +84%
JA
331
JVL Associates
Michigan
$35.8M -$235K -949 -0.7%
UCFA
332
United Capital Financial Advisors
Texas
$35.8M -$2.91M -11,770 -8%
FFWA
333
FRG Family Wealth Advisors
Washington
$35.8M +$1.81M +7,321 +5%
PCIG
334
Partners Capital Investment Group
Massachusetts
$35.8M -$6.11M -24,684 -15%
GWA
335
Gibson Wealth Advisors
Texas
$35.7M +$34M +137,344 New
PCFFS
336
Pacific Center for Financial Services
California
$35.6M +$1.23M +4,983 +4%
WP
337
WealthPLAN Partners
Nebraska
$35.4M -$874K -3,533 -3%
KIM
338
Karpus Investment Management
New York
$35.3M -$3.93M -15,901 -10%
TF
339
TLWM Financial
Texas
$35.3M -$226K -912 -0.7%
FWTB
340
First Western Trust Bank
Colorado
$35.1M
MWM
341
Modera Wealth Management
New Jersey
$34.9M -$1.29M -5,229 -4%
RWP
342
RWA Wealth Partners
Massachusetts
$34.9M -$90.8K -367 -0.3%
DAS
343
Dynamic Advisor Solutions
Arizona
$34.7M +$2.06M +8,335 +7%
OIM
344
Opus Investment Management
Massachusetts
$34.6M -$19.8M -79,837 -38%
RA
345
Regis Acquisition
Colorado
$34.2M -$20.9M -84,384 -39%
VWA
346
VERITY Wealth Advisors
United States
$33.9M +$2.39M +9,661 +8%
BA
347
Bridgewater Advisors
New York
$33.8M +$3.51M +14,195 +12%
HR
348
Howe & Rusling
New York
$33.5M +$1.99M +8,053 +7%
WWWM
349
White Wing Wealth Management
Texas
$33.4M +$7.59M +30,675 +31%
AI
350
Atria Investments
North Carolina
$33M +$2.97M +11,988 +10%

VTI Hedge Fund Activity: Q1 2024 in Review

2,734 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q1 2024, worth a combined $121B — up 6.7% from $113B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new VTI positions and 86 closed out — a net gain of 90 holders — while 1,193 added to existing stakes and 1,019 trimmed.

The largest buyer was Vanguard Group, adding an estimated $996M. The largest seller was Morgan Stanley, cutting an estimated $2.91B.

  • 2,734 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q1 2024, up from 2,680 in Q4 2023.
  • Funds reported $121B of Vanguard Morningstar Total Stock Market ETF stock for Q1 2024, up 6.7% quarter-over-quarter.
  • 176 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q1 2024 and 86 closed out, a net change of +90 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q1 2024 was Vanguard Group, an estimated $996M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.91B sold.

Based on aggregated 13F filings for Q1 2024.