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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
IIM
651
Ironwood Investment Management
Massachusetts
$11.3M +$237K +914 +2%
LWM
652
Liberty Wealth Management
California
$11.3M +$26.4M +101,815 +232%
LFA
653
LifeGuide Financial Advisors
Pennsylvania
$11.2M +$2.07K +8 +0%
IAIM
654
International Assets Investment Management
Florida
$11.2M +$339K +1,308 +3%
GPWA
655
Great Point Wealth Advisors
Massachusetts
$11.2M -$173K -668 -2%
RFP
656
Root Financial Partners
California
$11.1M +$2.78M +10,756 +35%
CFGS
657
Concourse Financial Group Securities
Alabama
$11.1M +$71.2K +275 +0.7%
Tudor Investment Corp
658
Tudor Investment Corp
Connecticut
$11M +$9.13M +35,277 +594%
CANC
659
Culbertson A N & Co
Virginia
$11M -$80K -309 -0.7%
MCA
660
Maryland Capital Advisors
Maryland
$11M -$560K -2,162 -5%
IF
661
IRON Financial
Illinois
$10.9M -$73.2K -283 -0.7%
PJWM
662
Philip James Wealth Mangement
Georgia
$10.9M +$742K +2,868 +8%
JWBC
663
J.W. Burns & Co
New York
$10.9M +$1.21M +4,661 +13%
OW
664
Olistico Wealth
Oklahoma
$10.9M +$355K +1,371 +3%
OWA
665
Outlook Wealth Advisors
Texas
$10.7M -$104K -402 -6%
MCC
666
Maiden Cove Capital
Maine
$10.7M +$10.7M +41,369 New
PO
667
Private Ocean
California
$10.6M +$2.87M +11,085 +39%
DDPIC
668
Deroy & Devereaux Private Investment Counsel
Michigan
$10.5M +$560K +2,165 +6%
SCA
669
Sandy Cove Advisors
Massachusetts
$10.4M -$501K -1,934 -5%
G
670
GenTrust
Florida
$10.3M +$699K +2,701 +8%
SC
671
Steph & Co
Wisconsin
$10.3M -$14.8K -57 -0.1%
CA
672
Cresta Advisors
Texas
$10.3M -$224K -866 -2%
ML
673
McAdam LLC
Pennsylvania
$10.3M +$184K +711 +2%
CA
674
Cambridge Advisors
Nebraska
$10.2M -$144K -555 -1%
TT
675
TI-Trust
Illinois
$10.2M +$3.88K +15 +0%

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.