We are live on ! Find out more
VTI icon

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
CAG
526
Compass Advisory Group
New York
$16M -$61.4K -248 -0.4%
EWM
527
Empirical Wealth Management
Washington
$15.9M +$1.18M +4,786 +8%
AFG
528
Altiora Financial Group
Ohio
$15.9M +$304K +1,230 +2%
CAM
529
Clark Asset Management
New Hampshire
$15.9M +$1.39M +5,602 +10%
PHAM
530
Palisades Hudson Asset Management
Florida
$15.8M
SFO
531
Stokes Family Office
Louisiana
$15.8M +$77.7K +314 +0.5%
CWG
532
Cornerstone Wealth Group
North Carolina
$15.8M -$86.8K -351 -0.6%
NCM
533
Northland Capital Management
Minnesota
$15.7M +$116K +467 +0.8%
AAS
534
Ameritas Advisory Services
Nebraska
$15.7M +$6.41M +25,918 +72%
CT
535
Coastline Trust
Rhode Island
$15.7M -$246K -995 -2%
CPIG
536
Chicago Partners Investment Group
Illinois
$15.6M +$1.57M +6,353 +11%
AGWCA
537
Annis Gardner Whiting Capital Advisors
Florida
$15.6M +$591K +2,388 +4%
SFA
538
Source Financial Advisors
New York
$15.6M +$2.61M +10,549 +21%
LPAM
539
Lodestar Private Asset Management
California
$15.5M +$81.6K +330 +0.6%
SWM
540
Sanctuary Wealth Management
Idaho
$15.4M -$2.06M -8,313 -12%
EGWAG
541
Elwood & Goetz Wealth Advisory Group
Georgia
$15.3M -$85.4K -345 -0.6%
MGWA
542
Monument Group Wealth Advisors
Massachusetts
$15.2M -$1.73M -6,994 -11%
PGA
543
Portland Global Advisors
Maine
$15.2M -$419K -1,693 -3%
IC
544
Iconiq Capital
California
$15.1M +$80.2K +324 +0.3%
CM
545
Cornerstone Management
Georgia
$15.1M
AFS
546
Annapolis Financial Services
Maryland
$15M -$365K -1,477 -2%
GT
547
Glenview Trust
Kentucky
$15M +$220K +891 +2%
Allianz Asset Management
548
Allianz Asset Management
Germany
$15M +$13.2M +53,200 +1,188%
IWM
549
IHT Wealth Management
Illinois
$14.9M -$14.8K -60 -0.1%
LIWM
550
Long Island Wealth Management
New York
$14.9M -$468K -1,891 -3%

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.