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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
TC
401
TownSquare Capital
Utah
$26.7M +$19.3M +78,029 +316%
TWA
402
Trellis Wealth Advisors
California
$26.5M -$591K -2,388 -2%
SA
403
Skyline Advisors
Washington
$26.5M +$130K +525 +0.5%
GL
404
Graypoint LLC
New York
$26.5M +$553K +2,236 +2%
KFGK
405
Keystone Financial Group (Kentucky)
Kentucky
$26.2M +$663K +2,679 +3%
ECT
406
Ebor Charitable Trust
Wyoming
$26.1M -$987K -3,991 -4%
AWM
407
AllSquare Wealth Management
New York
$25.9M -$49.7K -201 -0.2%
BIG
408
Bush Investment Group
Georgia
$25.4M +$15.8K +64 +0.1%
JCM
409
Jacobi Capital Management
Pennsylvania
$25.4M -$305K -1,231 -1%
CIA
410
Choate Investment Advisors
Massachusetts
$25.4M +$18.9M +76,329 +357%
HSA
411
HBK Sorce Advisory
Pennsylvania
$25.4M +$54.9K +222 +0.2%
GDP
412
Great Diamond Partners
Maine
$25.4M +$449K +1,814 +2%
CCA
413
Cobblestone Capital Advisors
New York
$25.3M -$69K -279 -0.3%
FAG
414
Financial Architects (Georgia)
Georgia
$25.2M +$16.1K +65 +0.1%
LA
415
LPF Advisors
Florida
$25.2M +$427K +1,726 +2%
EFN
416
Equita Financial Network
Pennsylvania
$25M +$10.1M +40,944 +74%
PWMAG
417
Pinnacle Wealth Management Advisory Group
New Jersey
$24.6M +$826K +3,337 +4%
CGA
418
Crescent Grove Advisors
Illinois
$24.4M +$365K +1,476 +2%
MIM
419
Monashee Investment Management
Massachusetts
$24.3M -$594K -2,400 -2%
OWP
420
Obermeyer Wealth Partners
Colorado
$24.3M +$964K +3,896 +4%
BF
421
Brooklyn FI
New York
$24.1M +$3.15M +12,728 +16%
AL
422
Aspiriant LLC
California
$24M +$18.8K +76 +0.1%
WCM
423
Washburn Capital Management
Florida
$23.9M -$79.7K -322 -0.3%
FAIM
424
Financial Advocates Investment Management
Washington
$23.9M -$1.03M -4,171 -4%
CAM
425
Cozad Asset Management
Illinois
$23.8M +$1.52M +6,164 +7%

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.