We are live on ! Find out more
VTI icon

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
S
551
SignatureFD
Georgia
$15.2M +$498K +1,923 +3%
DWT
552
Dorsey & Whitney Trust
South Dakota
$15.1M +$260K +1,004 +2%
NC
553
NovaPoint Capital
Georgia
$15.1M +$68.6K +265 +0.5%
UB
554
UMB Bank
Missouri
$15.1M -$23.3M -89,971 -61%
SFA
555
Source Financial Advisors
New York
$15.1M -$901K -3,481 -6%
NEAM
556
New England Asset Management
Connecticut
$15M
TFS
557
Thoroughbred Financial Services
Tennessee
$15M +$3.3M +12,749 +29%
TFA
558
Trinity Financial Advisors
Ohio
$15M -$287K -1,108 -2%
SC
559
Sinecera Capital
Texas
$14.9M +$781K +3,016 +6%
WIM
560
Westside Investment Management
California
$14.9M +$233K +900 +2%
NP
561
NorthRock Partners
Minnesota
$14.9M -$485K -1,874 -3%
AFS
562
Annapolis Financial Services
Maryland
$14.8M -$599K -2,316 -4%
EF
563
Empirical Finance
Pennsylvania
$14.8M
EGWAG
564
Elwood & Goetz Wealth Advisory Group
Georgia
$14.8M -$910K -3,517 -6%
FDCP
565
Foster Dykema Cabot & Partners
Massachusetts
$14.7M +$857K +3,311 +6%
PFS
566
Prospera Financial Services
Texas
$14.7M +$2.79M +10,782 +24%
CM
567
Cornerstone Management
Georgia
$14.7M -$773K -2,987 -5%
AO
568
Advisor OS
Illinois
$14.5M +$740K +2,860 +6%
LFS
569
Legacy Financial Strategies
Kansas
$14.5M -$75.3K -291 -0.5%
SC
570
Seldon Capital
California
$14.5M
TWA
571
TCI Wealth Advisors
Arizona
$14.4M +$33.4K +129 +0.2%
PPFA
572
Provida Pension Fund Administrator
Chile
$14.3M -$108M -418,230 -89%
PHWM
573
Pine Harbor Wealth Management
Maryland
$14.3M +$234K +903 +2%
H
574
HoyleCohen
California
$14.3M +$240K +928 +2%
FCH
575
Freestone Capital Holdings
Washington
$14.3M +$155K +600 +1%

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.