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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
MFA
451
Morling Financial Advisors
California
$22.4M +$1.42M +5,753 +7%
LRIA
452
Leonard Rickey Investment Advisors
Washington
$22.4M +$2.14M +8,647 +11%
WIC
453
Woodmont Investment Counsel
Tennessee
$22.2M +$651K +2,631 +3%
CWM
454
Connecticut Wealth Management
Connecticut
$22.1M -$145K -585 -0.7%
OAJ
455
Ogorek Anthony Joseph
New York
$22M +$52.9K +214 +0.3%
CI
456
Cordant Inc
Oregon
$21.7M -$505K -2,041 -2%
NWM
457
Northwest Wealth Management
Iowa
$21.5M -$343K -1,385 -2%
MPCL
458
My Personal CFO LLC
Washington
$21.5M +$877K +3,546 +4%
WCM
459
Washington Capital Management
Washington
$21.3M +$690K +2,791 +4%
PWP
460
Precedent Wealth Partners
Texas
$21.2M +$303K +1,223 +2%
CAL
461
Capital Advisors Ltd
Ohio
$21.2M +$199K +806 +1%
CIAS
462
CBIZ Investment Advisory Services
Ohio
$21.2M -$1.17M -4,733 -6%
AF
463
Advisornet Financial
Minnesota
$21.2M -$643K -2,598 -3%
RA
464
RFG Advisory
Alabama
$21.2M +$35.4K +143 +0.2%
LI
465
Latigo Investments
Florida
$21M
RIM
466
Rockbridge Investment Management
New York
$21M -$353K -1,426 -2%
CHAM
467
Clear Harbor Asset Management
Connecticut
$21M +$547K +2,210 +3%
SQA
468
Simon Quick Advisors
New Jersey
$20.8M -$2.85M -11,519 -13%
MG
469
Mather Group
Illinois
$20.8M -$143K -580 -0.7%
PWP
470
Principle Wealth Partners
Connecticut
$20.7M +$192K +777 +1%
SFPM
471
Sensible Financial Planning & Management
Massachusetts
$20.5M +$53.4K +216 +0.3%
RCM
472
Rain Capital Management
Oregon
$20.5M +$313K +1,265 +2%
HI
473
Harbour Investments
Wisconsin
$20.5M +$1.21M +4,885 +7%
Wellington Management Group
474
Wellington Management Group
Massachusetts
$20.5M +$637K +2,575 +3%
HCM
475
Hollencrest Capital Management
California
$20.3M +$18.6M +75,035 +2,307%

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.