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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
ACA
601
Aptus Capital Advisors
Alabama
$12.7M +$9.67M +39,074 +401%
HNB
602
Huntington National Bank
Ohio
$12.7M
CP
603
Canopy Partners
Ohio
$12.7M +$7.25M +29,287 +151%
WS
604
Wedbush Securities
California
$12.7M +$824K +3,329 +7%
APW
605
Atlantic Private Wealth
North Carolina
$12.6M -$1.02M -4,135 -8%
SVWAG
606
Sound View Wealth Advisors Group
Georgia
$12.5M +$3.72M +15,027 +45%
WB
607
Webster Bank
Connecticut
$12.5M -$23K -93 -0.2%
EP
608
Essential Planning
New Hampshire
$12.5M -$3.22K -13 -0%
SL
609
Sentinus LLC
Illinois
$12.4M +$11.8M +47,851 New
LWM
610
LJI Wealth Management
Indiana
$12.4M +$532K +2,151 +5%
MOS
611
MGO One Seven
Ohio
$12.3M +$2.19M +8,847 +23%
SWMG
612
Sard Wealth Management Group
Georgia
$12.2M +$436K +1,763 +4%
CCWA
613
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.2M +$512K +2,071 +5%
AIP
614
Almanack Investment Partners
Pennsylvania
$12.2M -$28.2K -114 -0.2%
Barclays
615
Barclays
United Kingdom
$12.1M -$2.74M -11,074 -19%
AMG
616
Asset Management Group
Connecticut
$12.1M -$742 -3 -0%
HL
617
HeadInvest LLC
Maine
$12.1M +$169K +683 +1%
MWM
618
Modern Wealth Management
Kansas
$12M +$3.53M +14,280 +45%
FLPIM
619
F.L. Putnam Investment Management
Massachusetts
$12M -$139K -561 -1%
CIC
620
Chilton Investment Company
Connecticut
$11.9M
SW
621
Simplicity Wealth
New Jersey
$11.9M +$11.3M +45,730 New
PFA
622
Plotkin Financial Advisors
Maryland
$11.9M +$7.71M +31,182 +215%
WWM
623
Western Wealth Management
Colorado
$11.8M -$2.57M -10,397 -19%
PSFG
624
Prairie Sky Financial Group
Illinois
$11.8M +$35.9K +145 +0.3%
FWM
625
FFT Wealth Management
Pennsylvania
$11.8M -$56.9M -230,184 -84%

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.