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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
PGWM
526
Parisi Gray Wealth Management
New Jersey
$16.8M +$197K +762 +1%
AWM
527
Apollon Wealth Management
South Carolina
$16.7M +$82.8K +320 +0.5%
BC
528
Barrett & Company
Rhode Island
$16.7M -$969K -3,742 -6%
AW
529
Avion Wealth
Texas
$16.5M -$195K -755 -1%
LPAM
530
Lodestar Private Asset Management
California
$16.5M +$524K +2,023 +3%
MCM
531
MontVue Capital Management
Virginia
$16.5M -$149K -574 -0.9%
OSAM
532
O'Shaughnessy Asset Management
Connecticut
$16.5M +$1.65M +6,356 +12%
CAG
533
Compass Advisory Group
New York
$16.4M -$189K -729 -1%
RMDI
534
R.M. Davis Inc
Maine
$16.3M +$1.82M +7,037 +13%
SFO
535
Stokes Family Office
Louisiana
$16.3M
PHAM
536
Palisades Hudson Asset Management
Florida
$16.2M -$108K -419 -0.7%
FTA
537
Financial & Tax Architects
Missouri
$16.1M +$15.1M +58,362 +3,290%
SPIO
538
Seven Post Investment Office
California
$16M +$1.5M +5,814 +11%
PGA
539
Portland Global Advisors
Maine
$16M +$333K +1,287 +2%
GT
540
Glenview Trust
Kentucky
$15.7M +$283K +1,095 +2%
CT
541
Coastline Trust
Rhode Island
$15.7M -$420K -1,621 -3%
EWM
542
Empirical Wealth Management
Washington
$15.6M -$790K -3,052 -5%
LIWM
543
Long Island Wealth Management
New York
$15.6M +$201K +778 +1%
MGWA
544
Monument Group Wealth Advisors
Massachusetts
$15.6M -$115K -446 -0.8%
SWM
545
Sanctuary Wealth Management
Idaho
$15.5M -$331K -1,277 -2%
FWA
546
FSM Wealth Advisors
Ohio
$15.4M +$360K +1,390 +2%
ATC
547
Argent Trust Co
Tennessee
$15.4M +$216K +834 +1%
STCOSD
548
Sageworth Trust Company of South Dakota
South Dakota
$15.4M +$1.08M +4,163 +8%
IWM
549
IHT Wealth Management
Illinois
$15.3M -$113K -435 -0.8%
AGC
550
Aspen Grove Capital
Colorado
$15.3M

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.