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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
WP
326
WealthPLAN Partners
Nebraska
$37.1M +$681K +2,632 +2%
Millennium Management
327
Millennium Management
New York
$37M -$10.4M -40,333 -23%
PCFFS
328
Pacific Center for Financial Services
California
$36.9M +$257K +993 +0.7%
CFO
329
Capitol Family Office
Oregon
$36.9M -$563K -2,176 -2%
UCFA
330
United Capital Financial Advisors
Texas
$36.8M -$94.2K -364 -0.3%
TF
331
TLWM Financial
Texas
$36.6M +$282K +1,091 +0.8%
JA
332
JVL Associates
Michigan
$36.4M -$499K -1,929 -1%
FWTB
333
First Western Trust Bank
Colorado
$36.1M
OIM
334
Opus Investment Management
Massachusetts
$35.6M +$51.8K +200 +0.2%
VWA
335
VERITY Wealth Advisors
United States
$35.6M +$643K +2,484 +2%
RA
336
Regis Acquisition
Colorado
$35.5M +$324K +1,250 +0.9%
HR
337
Howe & Rusling
New York
$35.1M +$602K +2,324 +2%
BL
338
Balentine LLC
Georgia
$35M -$16.2M -62,579 -32%
DAS
339
Dynamic Advisor Solutions
Arizona
$34.8M -$870K -3,360 -3%
MWM
340
Modera Wealth Management
New Jersey
$34.7M -$1.23M -4,751 -4%
RWML
341
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$34.2M +$474K +1,830 +1%
RWP
342
RWA Wealth Partners
Massachusetts
$34.1M -$1.72M -6,651 -5%
DT
343
Diversified Trust
Tennessee
$33.9M +$2M +7,714 +6%
ST
344
Smithfield Trust
Pennsylvania
$33.6M -$76.4K -295 -0.2%
KA
345
Kearns & Associates
California
$33.5M +$1.04M +4,005 +3%
TCM
346
Telos Capital Management
California
$33.3M -$92.1K -356 -0.3%
CA
347
Clearstead Advisors
Ohio
$33.3M +$8.38M +32,363 +35%
BA
348
BCM Advisors
Louisiana
$33.2M +$515K +1,988 +2%
IFG
349
Independent Financial Group
California
$33.2M +$387K +1,496 +1%
KIM
350
Karpus Investment Management
New York
$33M -$3.23M -12,470 -9%

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.