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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
CAMG
476
CWA Asset Management Group
Florida
$20.3M +$826K +3,340 +4%
MFIM
477
Mesirow Financial Investment Management
Illinois
$20M +$862K +3,486 +5%
YCM
478
Yousif Capital Management
Michigan
$19.9M +$65.8K +266 +0.3%
GWM
479
Geneos Wealth Management
Colorado
$19.8M -$1.46M -5,886 -7%
AH
480
Addis & Hill
Pennsylvania
$19.7M -$1.33M -5,360 -7%
JFGIW
481
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.6M -$5.66M -22,871 -23%
OL
482
Optas LLC
Texas
$19.5M +$6.43K +26 +0%
QCM
483
Quantinno Capital Management
New York
$19.4M +$15M +60,472 +433%
M&T Bank
484
M&T Bank
New York
$19.3M -$5.66M -22,887 -24%
SYBT
485
Stock Yards Bank & Trust
Kentucky
$19.3M +$263K +1,063 +1%
HWM
486
Horizon Wealth Management
Illinois
$19.2M +$479K +1,937 +3%
BFEC
487
Benjamin F. Edwards & Company
Missouri
$19.1M -$389K -1,573 -2%
WIM
488
Warwick Investment Management
Texas
$19M -$1.12M -4,517 -6%
SIC
489
Sigma Investment Counselors
Michigan
$19M -$529K -2,140 -3%
SA
490
SpiderRock Advisors
Delaware
$18.9M +$18.3M +73,928 New
KDA
491
Kraft Davis & Associates
Missouri
$18.7M +$59.4K +240 +0.3%
ASN
492
Advisory Services Network
Georgia
$18.6M +$405K +1,636 +2%
CFP
493
Cascade Financial Partners
California
$18.4M +$17.9M +72,542 New
FHA
494
First Horizon Advisors
Tennessee
$18.3M -$44.5K -180 -0.3%
NAMP
495
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$18.1M +$671K +2,713 +4%
JWCA
496
J.W. Cole Advisors
Florida
$18.1M +$1.84M +7,421 +12%
FCM
497
Firestone Capital Management
Florida
$18M +$902K +3,646 +6%
BSHC
498
Breed's Hill Capital
Massachusetts
$18M -$619K -2,500 -3%
CIG
499
Cascade Investment Group
Colorado
$17.9M +$981K +3,964 +6%
CCM
500
Coldstream Capital Management
Washington
$17.7M +$9.01M +36,410 +115%

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.