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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
KPWS
426
Kestra Private Wealth Services
Texas
$23.8M -$1.31M -5,291 -5%
AFGAS
427
Allegiance Financial Group Advisory Services
Virginia
$23.8M +$2.63M +10,646 +13%
CA
428
Clearstead Advisors
Ohio
$23.8M +$219K +886 +1%
BCA
429
Bay Colony Advisors
Massachusetts
$23.7M +$1.64M +6,623 +8%
HIC
430
Hartline Investment Corp
Illinois
$23.7M +$22.6M +91,160 New
CWA
431
Clarity Wealth Advisors
California
$23.6M +$503K +2,033 +2%
VVP
432
Venture Visionary Partners
Ohio
$23.6M +$587K +2,372 +3%
SFS
433
Starfox Financial Services
Texas
$23.4M +$276K +1,117 +1%
BL
434
BFSG LLC
California
$23.4M +$1.93M +7,809 +10%
WRTC
435
Wind River Trust Company
Wyoming
$23.4M
RC
436
Roundview Capital
New Jersey
$23.3M +$67K +271 +0.3%
BP
437
BBR Partners
New York
$23.3M +$1.98K +8 +0%
BWA
438
Bordeaux Wealth Advisors
California
$23.3M -$404K -1,632 -2%
USCWA
439
U.S. Capital Wealth Advisors
Texas
$23.3M -$259K -1,047 -1%
BTWM
440
Brass Tax Wealth Management
Ohio
$23.3M +$22.1M +89,465 New
PA
441
PFG Advisors
Arizona
$23.3M +$1.56M +6,325 +8%
SJL
442
Shayne & Jacobs LLC
Tennessee
$23.2M -$84.1K -340 -0.4%
ECG
443
Edge Capital Group
Georgia
$23.2M -$1.24M -5,023 -5%
PCWA
444
Pacific Capital Wealth Advisors
California
$23.2M -$829K -3,350 -4%
ACM
445
Ashford Capital Management
Delaware
$23.1M -$840K -3,395 -4%
Jane Street
446
Jane Street
New York
$23M +$21.9M +88,433 New
FCI
447
Financial Counselors Inc
Kansas
$23M -$13.1M -52,753 -37%
NW
448
NewEdge Wealth
Pennsylvania
$23M +$17.3K +70 +0.1%
FRA
449
Frank Rimerman Advisors
California
$22.9M +$482K +1,947 +2%
GVAG
450
Great Valley Advisor Group
Delaware
$22.7M -$4.51M -18,219 -17%

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.