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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$672M +$6.48M +25,018 +1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$659M +$17.8M +68,784 +3%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$646M -$145M -561,440 -19%
State of Tennessee, Department of Treasury
29
State of Tennessee, Department of Treasury
Tennessee
$640M +$2M +7,728 +0.3%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$633M -$10.9M -42,051 -2%
Ameriprise
31
Ameriprise
Minnesota
$629M -$5.14M -19,875 -0.8%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$624M +$71.7M +277,104 +13%
SCM
33
SCS Capital Management
Massachusetts
$573M +$1.52M +5,889 +0.3%
FWI
34
Facet Wealth Inc
Maryland
$511M -$1.35M -5,199 -0.3%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$495M +$263M +1,016,679 +122%
HighTower Advisors
36
HighTower Advisors
Illinois
$491M +$52.6M +203,148 +12%
Empower Advisory Group
37
Empower Advisory Group
Colorado
$447M +$748K +2,890 +0.2%
Goldman Sachs
38
Goldman Sachs
New York
$446M -$465M -1,795,618 -52%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$438M +$566K +2,186 +0.1%
Osaic Holdings
40
Osaic Holdings
Arizona
$432M -$69.6M -269,086 -14%
Mariner
41
Mariner
Kansas
$420M +$17.4M +67,374 +4%
SF
42
Summit Financial
New Jersey
$411M -$14.3M -55,404 -3%
EI
43
Ellevest Inc
New York
$407M +$4.44M +17,157 +1%
PIMG
44
Patriot Investment Management Group
Tennessee
$388M -$4.6M -17,759 -1%
Cerity Partners
45
Cerity Partners
New York
$386M +$97.7M +377,415 +35%
WCM
46
Wealthcare Capital Management
Virginia
$385M -$18.2M -70,454 -5%
BOH
47
Bank of Hawaii
Hawaii
$364M +$12.3M +47,508 +4%
PCIA
48
Prime Capital Investment Advisors
Kansas
$350M -$10.4M -40,322 -3%
TI
49
Truepoint Inc
Ohio
$343M -$15.3M -59,176 -4%
LNC
50
Lincoln National Corp
Pennsylvania
$343M -$25.5M -98,486 -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.