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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
OBWP
351
O'Brien Wealth Partners
Massachusetts
$32.9M -$11.3M -43,537 -26%
WFP
352
Wrenne Financial Planning
Kentucky
$32.8M +$1.67M +6,440 +6%
CA
353
CGN Advisors
Kansas
$32.6M -$336K -1,300 -1%
GFP
354
Gryphon Financial Partners
Ohio
$32.5M +$28.7M +111,080 +1,080%
PFA
355
Pure Financial Advisors
California
$32.4M +$572K +2,210 +2%
RFG
356
REAP Financial Group
Texas
$32.4M +$3.53M +13,636 +13%
CFGSD
357
Compass Financial Group (South Dakota)
South Dakota
$32.3M -$260K -1,003 -0.8%
EFG
358
Everhart Financial Group
Ohio
$32.3M -$292K -1,128 -0.9%
BFWA
359
Benchmark Financial Wealth Advisors
Florida
$32M -$1.63M -6,281 -5%
SWIG
360
Strategic Wealth Investment Group
Kentucky
$31.9M +$30.8M +118,899 New
IC
361
Iconiq Capital
California
$31.8M -$22.5K -87 -0.1%
NPT
362
National Philanthropic Trust
Pennsylvania
$31.7M +$421K +1,625 +1%
VA
363
Valmark Advisers
Ohio
$31.7M +$666K +2,573 +2%
AT
364
Arlington Trust
Alabama
$31.6M +$19.6M +75,654 +177%
MA
365
Mutual Advisors
Nebraska
$31.6M +$1.73M +6,675 +6%
RSWM
366
Robertson Stephens Wealth Management
California
$31.6M +$16M +61,717 +111%
ODA
367
One Degree Advisors
California
$31.6M +$270K +1,042 +0.9%
PWM
368
Perigon Wealth Management
California
$31.4M -$139K -536 -0.5%
BIM
369
Breakwater Investment Management
Washington
$31.4M +$503K +1,944 +2%
GRP
370
Global Retirement Partners
California
$31.3M -$1.79M -6,918 -6%
SWM
371
Sterling Wealth Management
Illinois
$31.3M +$1.55K +6 +0%
CAM
372
Chandler Asset Management
California
$31.3M -$989K -3,820 -3%
FPB
373
First PREMIER Bank
South Dakota
$31.2M -$138K -532 -0.5%
WAM
374
Weinberger Asset Management
California
$31M -$196K -758 -0.7%
NEPWA
375
New England Private Wealth Advisors
Massachusetts
$30.9M -$186K -720 -0.6%

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.