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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
NFC
376
Northeast Financial Consultants
Connecticut
$30.8M +$175K +677 +0.6%
PS
377
Principal Securities
Iowa
$30.6M +$1.13M +4,380 +4%
STA
378
Summit Trail Advisors
New York
$30.4M -$433K -1,673 -1%
KeyBank National Association
379
KeyBank National Association
Ohio
$30.4M +$297K +1,147 +1%
DWM
380
Dynasty Wealth Management
Florida
$30.3M +$1.66M +6,430 +6%
LCM
381
Liberty Capital Management
Michigan
$30M +$1.25M +4,824 +4%
SFC
382
SYM Financial Corp
Indiana
$29.9M +$892K +3,446 +3%
PFPT
383
Pinnacle Financial Partners (Tennessee)
Tennessee
$29.8M -$1.16M -4,476 -4%
TFGT
384
TS Financial Group (TSFG)
Illinois
$29.7M -$3.36M -12,997 -10%
DK
385
David Kennon
Florida
$29.6M -$206K -797 -0.7%
FTS
386
Fifth Third Securities
Ohio
$29.6M +$128K +496 +0.5%
PF
387
Penney Financial
Texas
$29.5M +$793K +3,062 +3%
VM
388
VPR Management
Texas
$29.4M -$24.5M -94,600 -46%
AI
389
Atria Investments
North Carolina
$29.4M -$4.42M -17,088 -13%
BFS
390
Beacon Financial Strategies
North Carolina
$29.4M -$281K -1,086 -1%
WCP
391
Wick Capital Partners
Pennsylvania
$28.8M +$27.9M +107,823 New
RWIA
392
Roger Wittlin Investment Advisory
California
$28.2M +$307K +1,187 +1%
SA
393
Skyline Advisors
Washington
$27.7M +$448K +1,729 +2%
CSPIA
394
Cary Street Partners Investment Advisory
Virginia
$27.6M +$89.8K +347 +0.3%
MG
395
Mather Group
Illinois
$27.6M +$4.79M +18,522 +21%
FRA
396
Frank Rimerman Advisors
California
$27.6M +$3.91M +15,105 +17%
TC
397
TownSquare Capital
Utah
$27.5M +$67.6K +261 +0.3%
AFGAS
398
Allegiance Financial Group Advisory Services
Virginia
$27.5M +$2.9M +11,187 +12%
PFM
399
Peak Financial Management
Massachusetts
$27.4M -$195K -752 -0.7%
BF
400
Blankinship & Foster
California
$27.3M -$657K -2,540 -2%

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.