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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
ML
501
Mayport LLC
Massachusetts
$17.6M +$481K +1,944 +3%
RMAM
502
Raab & Moskowitz Asset Management
New Jersey
$17.5M +$1.13M +4,554 +7%
PWA
503
Peterson Wealth Advisors
Utah
$17.5M -$366K -1,479 -2%
Thrivent Financial for Lutherans
504
Thrivent Financial for Lutherans
Minnesota
$17.3M +$2.37M +9,572 +17%
CFS
505
Cannon Financial Strategists
Georgia
$17.3M +$152K +615 +0.9%
SAM
506
Satovsky Asset Management
New York
$17.1M +$840K +3,395 +5%
AI
507
ArchPoint Investors
Florida
$17.1M +$16.3M +65,721 New
FIA
508
Foundations Investment Advisors
Arizona
$17M +$5.15M +20,798 +46%
CNBT
509
Cornerstone National Bank & Trust
Illinois
$17M -$141K -570 -0.9%
GA
510
Gordian Advisors
Arizona
$16.9M -$993K -4,015 -6%
CWM
511
Cornerstone Wealth Management
Missouri
$16.9M -$355K -1,434 -2%
BC
512
Barrett & Company
Rhode Island
$16.9M +$3.68M +14,863 +29%
JIC
513
Johnson Investment Counsel
Ohio
$16.9M +$786K +3,178 +5%
EWA
514
EverSource Wealth Advisors
Alabama
$16.8M +$693K +2,801 +4%
RFM
515
Royal Fund Management
Florida
$16.7M -$84.9K -343 -0.5%
CB
516
Community Bank
New York
$16.7M
GT
517
Greenleaf Trust
Michigan
$16.5M -$447K -1,807 -3%
FHB
518
First Hawaiian Bank
Hawaii
$16.5M +$13.1K +53 +0.1%
5SA
519
5th Street Advisors
Connecticut
$16.4M -$674K -2,724 -4%
AW
520
Avion Wealth
Texas
$16.3M -$879K -3,553 -5%
MFA
521
McClarren Financial Advisors
Pennsylvania
$16.3M -$158K -640 -1%
AAP
522
Arax Advisory Partners
Colorado
$16.2M -$126K -510 -0.8%
MCM
523
MontVue Capital Management
Virginia
$16.2M -$873K -3,527 -5%
AWM
524
Apollon Wealth Management
South Carolina
$16.2M +$709K +2,864 +5%
PGWM
525
Parisi Gray Wealth Management
New Jersey
$16.1M -$757K -3,060 -5%

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.