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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
SW
626
Simplicity Wealth
New Jersey
$12.1M -$156K -604 -1%
SW
627
SVB Wealth
Massachusetts
$12.1M -$1.3M -5,018 -10%
AWM
628
AE Wealth Management
Kansas
$12M +$2.39M +9,239 +26%
BF
629
BOK Financial
Oklahoma
$12M +$120K +465 +1%
WRTC
630
Wind River Trust Company
Wyoming
$12M -$11.7M -45,084 -50%
OCM
631
One Capital Management
California
$12M +$152K +589 +1%
AWM
632
Angeles Wealth Management
California
$12M -$7.51K -29 -0.1%
KA
633
Klingman & Associates
New York
$11.9M +$418K +1,616 +4%
PSFG
634
Prairie Sky Financial Group
Illinois
$11.9M -$233K -899 -2%
NIA
635
NIA Impact Advisors
California
$11.9M +$2.59K +10 +0%
LIM
636
Leavell Investment Management
Alabama
$11.8M -$31.8K -123 -0.3%
Prudential Financial
637
Prudential Financial
New Jersey
$11.8M +$677K +2,614 +6%
SMI
638
Shelter Mutual Insurance
Missouri
$11.7M
PIA
639
Perennial Investment Advisors
California
$11.7M -$217K -838 -2%
BA
640
Bristlecone Advisors
Washington
$11.7M -$4.4K -17 -0%
HP
641
HT Partners
Connecticut
$11.6M -$31.3K -121 -0.3%
Fayez Sarofim & Co
642
Fayez Sarofim & Co
Texas
$11.6M
FCIM
643
Fairview Capital Investment Management
California
$11.6M -$73.8K -285 -0.7%
NCM
644
Northland Capital Management
Minnesota
$11.6M -$4.48M -17,292 -29%
FWM
645
FFT Wealth Management
Pennsylvania
$11.6M -$520K -2,010 -4%
EWM
646
Evermay Wealth Management
Virginia
$11.5M -$216K -835 -2%
W
647
WealthCollab
Washington
$11.5M +$129K +498 +1%
WT
648
Washington Trust
Rhode Island
$11.4M +$1.08M +4,167 +11%
BPWM
649
Badgley Phelps Wealth Managers
Washington
$11.4M +$199K +768 +2%
TIA
650
Traphagen Investment Advisors
New Jersey
$11.4M +$61.1K +236 +0.6%

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.