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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
ST
351
Smithfield Trust
Pennsylvania
$32.8M -$328K -1,326 -1%
RWML
352
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$32.8M -$754K -3,048 -2%
BFWA
353
Benchmark Financial Wealth Advisors
Florida
$32.7M -$342K -1,382 -1%
TCM
354
Telos Capital Management
California
$32.5M -$403K -1,628 -1%
SP
355
Symmetry Partners
Connecticut
$32.3M -$52.7M -213,096 -63%
GRP
356
Global Retirement Partners
California
$32.3M -$1.93M -7,788 -6%
TFGT
357
TS Financial Group (TSFG)
Illinois
$32.2M +$1.17M +4,719 +4%
HCA
358
Heck Capital Advisors
Wisconsin
$32M +$599K +2,421 +2%
CA
359
CGN Advisors
Kansas
$32M +$2.82M +11,388 +10%
IFG
360
Independent Financial Group
California
$31.9M +$2.03M +8,189 +7%
EFG
361
Everhart Financial Group
Ohio
$31.7M +$706K +2,852 +2%
CFGSD
362
Compass Financial Group (South Dakota)
South Dakota
$31.7M -$316K -1,278 -1%
KA
363
Kearns & Associates
California
$31.5M +$694K +2,806 +2%
CAM
364
Chandler Asset Management
California
$31.4M -$15.8K -64 -0.1%
DT
365
Diversified Trust
Tennessee
$31M -$355K -1,433 -1%
PFA
366
Pure Financial Advisors
California
$30.9M -$817K -3,301 -3%
PWM
367
Perigon Wealth Management
California
$30.7M -$3.77M -15,226 -11%
BA
368
BCM Advisors
Louisiana
$30.5M +$2.95M +11,910 +11%
SWM
369
Sterling Wealth Management
Illinois
$30.4M +$1.17M +4,719 +4%
NPT
370
National Philanthropic Trust
Pennsylvania
$30.4M -$508K -2,053 -2%
FPB
371
First PREMIER Bank
South Dakota
$30.4M -$376K -1,520 -1%
ODA
372
One Degree Advisors
California
$30.4M -$54.7K -221 -0.2%
WAM
373
Weinberger Asset Management
California
$30.3M +$35.1K +142 +0.1%
NEPWA
374
New England Private Wealth Advisors
Massachusetts
$30.2M +$3.05M +12,325 +12%
WFP
375
Wrenne Financial Planning
Kentucky
$30.2M +$4.39M +17,748 +18%

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.