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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
TWA
576
TCI Wealth Advisors
Arizona
$13.9M -$2.62M -10,610 -17%
SW
577
SteelPeak Wealth
California
$13.9M +$11.1M +45,036 +534%
STCOSD
578
Sageworth Trust Company of South Dakota
South Dakota
$13.9M +$1.95M +7,893 +17%
FCH
579
Freestone Capital Holdings
Washington
$13.7M +$762K +3,081 +6%
PHWM
580
Pine Harbor Wealth Management
Maryland
$13.7M +$1.66M +6,718 +15%
H
581
HoyleCohen
California
$13.6M +$398K +1,607 +3%
AC
582
Applied Capital
Arkansas
$13.6M +$367K +1,483 +3%
LA
583
LexAurum Advisors
Kansas
$13.6M -$217K -878 -2%
ABC
584
Associated Banc-Corp
Wisconsin
$13.5M +$155K +626 +1%
DWM
585
Dakota Wealth Management
Florida
$13.4M +$856K +3,461 +7%
FDCP
586
Foster Dykema Cabot & Partners
Massachusetts
$13.4M -$1.3M -5,251 -9%
MECA
587
Miller Equity Capital Advisors
Texas
$13.4M -$128K -517 -1%
AO
588
Advisor OS
Illinois
$13.4M -$171K -692 -1%
GA
589
GFS Advisors
Texas
$13.3M -$33.6K -136 -0.3%
GFG
590
Goldstone Financial Group
Illinois
$13.3M +$587K +2,374 +5%
BCM
591
Brookstone Capital Management
Illinois
$13.3M +$337K +1,363 +3%
MA
592
MJP Associates
Connecticut
$13.2M -$234K -944 -2%
NCTC
593
New Covenant Trust Company
Indiana
$13.2M +$12.5M +50,639 New
GC
594
Gilbert & Cook
Iowa
$13.1M +$1.98M +7,984 +19%
KTA
595
Keeley-Teton Advisors
Illinois
$13.1M -$537K -2,171 -4%
CMP
596
Coston McIsaac & Partners
Maine
$13.1M +$854K +3,450 +7%
SW
597
SVB Wealth
Massachusetts
$13M -$2.41M -9,724 -16%
SPC
598
Sigma Planning Corp
Michigan
$12.9M +$6.53M +26,398 +113%
CI
599
Conning Inc
Connecticut
$12.8M
LODC
600
Lanham O'Dell & Company
West Virginia
$12.8M +$655K +2,646 +6%

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.