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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
AT
651
Arlington Trust
Alabama
$11.1M +$8.25M +33,350 +359%
GPWA
652
Great Point Wealth Advisors
Massachusetts
$11M -$12.3M -49,626 -54%
W
653
WealthCollab
Washington
$11M +$1.33M +5,389 +15%
NB
654
NBT Bank
New York
$11M +$1.49M +6,024 +17%
TIA
655
Traphagen Investment Advisors
New Jersey
$11M +$55.9K +226 +0.5%
LFA
656
LifeGuide Financial Advisors
Pennsylvania
$10.9M -$358K -1,446 -3%
BPWM
657
Badgley Phelps Wealth Managers
Washington
$10.8M -$202K -815 -2%
BRWA
658
B. Riley Wealth Advisors
Florida
$10.8M +$2.01M +8,129 +19%
IIM
659
Ironwood Investment Management
Massachusetts
$10.8M -$159K -642 -2%
CANC
660
Culbertson A N & Co
Virginia
$10.8M +$149K +604 +1%
HIA
661
Harbor Investment Advisory
Maryland
$10.7M +$378K +1,528 +4%
Prudential Financial
662
Prudential Financial
New Jersey
$10.7M +$248K +1,003 +2%
CW
663
CreativeOne Wealth
Kansas
$10.7M +$1.38M +5,576 +16%
IF
664
IRON Financial
Illinois
$10.7M -$156K -629 -2%
WHCI
665
W.H. Cornerstone Investments
Massachusetts
$10.7M +$2.86M +11,544 +39%
SCA
666
Sandy Cove Advisors
Massachusetts
$10.6M +$5.18M +20,945 +105%
CFGS
667
Concourse Financial Group Securities
Alabama
$10.6M -$308K -1,245 -3%
LA
668
Lane & Associates
New Jersey
$10.6M +$2.9M +11,726 +40%
IAIM
669
International Assets Investment Management
Florida
$10.5M +$568K +2,294 +6%
LA
670
LM Advisors
California
$10.4M +$976K +3,946 +11%
AP
671
Aspect Partners
Virginia
$10.4M +$1.13M +4,578 +13%
SWA
672
Stratos Wealth Advisors
Ohio
$10.4M +$439K +1,773 +5%
CA
673
Cresta Advisors
Texas
$10.2M +$238K +963 +3%
OW
674
Olistico Wealth
Oklahoma
$10.2M +$553K +2,235 +6%
Koshinski Asset Management
675
Koshinski Asset Management
Illinois
$10.2M -$1.05M -4,253 -10%

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.