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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
NP
551
NorthRock Partners
Minnesota
$14.9M +$378K +1,526 +3%
CA
552
Continuum Advisory
Idaho
$14.9M -$3.69M -14,898 -21%
AGC
553
Aspen Grove Capital
Colorado
$14.8M -$287K -1,161 -2%
TFA
554
Trinity Financial Advisors
Ohio
$14.8M +$3.86M +15,591 +38%
ATC
555
Argent Trust Co
Tennessee
$14.8M +$8.2M +33,128 +139%
NC
556
NovaPoint Capital
Georgia
$14.6M +$2.31M +9,317 +20%
FWA
557
FSM Wealth Advisors
Ohio
$14.6M +$2.19M +8,855 +19%
NEAM
558
New England Asset Management
Connecticut
$14.6M
FDCDDQ
559
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5M +$23.8K +96 +0.2%
RSWM
560
Robertson Stephens Wealth Management
California
$14.5M +$70K +283 +0.5%
ICG
561
InterOcean Capital Group
Tennessee
$14.5M -$825K -3,335 -6%
IW
562
Imprint Wealth
South Carolina
$14.5M +$13.8M +55,704 New
DWT
563
Dorsey & Whitney Trust
South Dakota
$14.5M -$342K -1,382 -2%
EF
564
Empirical Finance
Pennsylvania
$14.4M -$161K -650 -1%
OSAM
565
O'Shaughnessy Asset Management
Connecticut
$14.4M +$1.47M +5,945 +12%
Schroder Investment Management Group
566
Schroder Investment Management Group
United Kingdom
$14.3M +$4.33M +17,501 +46%
GA
567
GoalVest Advisory
New York
$14.3M -$179K -722 -1%
S
568
SignatureFD
Georgia
$14.3M +$186K +751 +1%
WIM
569
Westside Investment Management
California
$14.3M +$332K +1,342 +3%
BFAG
570
Blackston Financial Advisory Group
Florida
$14.3M -$251K -1,014 -2%
SC
571
Sinecera Capital
Texas
$14.2M -$1.62M -6,534 -11%
SC
572
Seldon Capital
California
$14.1M
RMDI
573
R.M. Davis Inc
Maine
$14M +$457K +1,848 +4%
SPIO
574
Seven Post Investment Office
California
$14M -$4.18M -16,876 -24%
LFS
575
Legacy Financial Strategies
Kansas
$14M +$121K +491 +0.9%

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.