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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
BCA
426
Bay Colony Advisors
Massachusetts
$25M +$572K +2,211 +2%
GDP
427
Great Diamond Partners
Maine
$25M -$1.08M -4,177 -4%
PA
428
PFG Advisors
Arizona
$24.9M +$960K +3,710 +4%
WA
429
Wealthstar Advisors
Texas
$24.9M +$24.1M +93,051 New
RC
430
Roundview Capital
New Jersey
$24.7M +$641K +2,475 +3%
AL
431
Aspiriant LLC
California
$24.7M -$50.5K -195 -0.2%
MIA
432
Milestone Investment Advisors
Wisconsin
$24.7M -$3.46M -13,363 -13%
NW
433
NewEdge Wealth
Pennsylvania
$24.6M +$109K +421 +0.5%
CGA
434
Crescent Grove Advisors
Illinois
$24.5M -$639K -2,470 -3%
MFA
435
Morling Financial Advisors
California
$24.3M +$1.16M +4,476 +5%
BP
436
BBR Partners
New York
$24.2M +$249K +962 +1%
VVP
437
Venture Visionary Partners
Ohio
$24.2M -$77.4K -299 -0.3%
GVAG
438
Great Valley Advisor Group
Delaware
$23.8M +$491K +1,897 +2%
CWA
439
Clarity Wealth Advisors
California
$23.7M -$538K -2,080 -2%
BTWM
440
Brass Tax Wealth Management
Ohio
$23.7M -$184K -709 -0.8%
MPCL
441
My Personal CFO LLC
Washington
$23.7M +$1.55M +6,002 +7%
SJL
442
Shayne & Jacobs LLC
Tennessee
$23.6M -$323K -1,248 -1%
KPWS
443
Kestra Private Wealth Services
Texas
$23.5M -$953K -3,681 -4%
WIC
444
Woodmont Investment Counsel
Tennessee
$23.3M +$441K +1,702 +2%
FCI
445
Financial Counselors Inc
Kansas
$23.3M -$369K -1,425 -2%
ACM
446
Ashford Capital Management
Delaware
$23.1M -$637K -2,461 -3%
ECG
447
Edge Capital Group
Georgia
$23.1M -$770K -2,975 -3%
OAJ
448
Ogorek Anthony Joseph
New York
$22.7M +$38.6K +149 +0.2%
PWP
449
Principle Wealth Partners
Connecticut
$22.5M +$1.18M +4,572 +6%
PCWA
450
Pacific Capital Wealth Advisors
California
$22.3M -$1.51M -5,824 -7%

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.