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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
KPP
501
Kings Path Partners
Texas
$18.1M +$17.6M +67,825 New
WIM
502
Warwick Investment Management
Texas
$18.1M -$1.46M -5,632 -8%
AGWCA
503
Annis Gardner Whiting Capital Advisors
Florida
$18.1M +$1.89M +7,320 +12%
RMAM
504
Raab & Moskowitz Asset Management
New Jersey
$18.1M +$30K +116 +0.2%
AAS
505
Ameritas Advisory Services
Nebraska
$18.1M +$1.48M +5,714 +9%
CFS
506
Cannon Financial Strategists
Georgia
$17.9M +$104K +401 +0.6%
JIC
507
Johnson Investment Counsel
Ohio
$17.9M +$490K +1,893 +3%
Thrivent Financial for Lutherans
508
Thrivent Financial for Lutherans
Minnesota
$17.8M -$59.5K -230 -0.3%
AI
509
ArchPoint Investors
Florida
$17.6M
GA
510
Gordian Advisors
Arizona
$17.4M -$16.8K -65 -0.1%
CFP
511
Cascade Financial Partners
California
$17.4M -$1.94M -7,478 -10%
CB
512
Community Bank
New York
$17.2M +$12.9K +50 +0.1%
CWM
513
Cornerstone Wealth Management
Missouri
$17.2M -$270K -1,042 -2%
CWG
514
Cornerstone Wealth Group
North Carolina
$17.1M +$823K +3,181 +5%
BFEC
515
Benjamin F. Edwards & Company
Missouri
$17.1M -$2.55M -9,868 -13%
PWA
516
Peterson Wealth Advisors
Utah
$17M -$921K -3,560 -5%
CA
517
Continuum Advisory
Idaho
$17M +$1.5M +5,790 +10%
GT
518
Greenleaf Trust
Michigan
$17M -$18.1K -70 -0.1%
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9M +$1.93M +7,476 +13%
FHB
520
First Hawaiian Bank
Hawaii
$16.9M -$13.7K -53 -0.1%
5SA
521
5th Street Advisors
Connecticut
$16.9M +$25.1K +97 +0.2%
AFG
522
Altiora Financial Group
Ohio
$16.9M +$550K +2,124 +3%
AAP
523
Arax Advisory Partners
Colorado
$16.9M +$160K +617 +1%
MFA
524
McClarren Financial Advisors
Pennsylvania
$16.9M -$1.86M -7,204 -12%
AIP
525
Almanack Investment Partners
Pennsylvania
$16.8M +$4.15M +16,052 +34%

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.