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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
AWM
676
Abound Wealth Management
Tennessee
$10.2M -$207K -801 -2%
PNC
677
Park National Corp
Ohio
$10.2M +$1.56M +6,035 +19%
BCM
678
Basso Capital Management
Connecticut
$10.1M +$1.29K +5 +0%
MSAM
679
Moloney Securities Asset Management
Missouri
$10.1M -$1.3M -5,005 -12%
BFG
680
Bleakley Financial Group
New Jersey
$10.1M -$343K -1,325 -3%
RI
681
Rinkey Investments
California
$10.1M -$231K -892 -2%
TIM
682
Tortoise Investment Management
New York
$10M +$95.5K +369 +1%
KWM
683
Kingsview Wealth Management
Oregon
$9.98M +$147K +569 +2%
MA
684
Modus Advisors
Minnesota
$9.96M -$118K -454 -1%
SEIA
685
Signature Estate & Investment Advisors
California
$9.96M +$6.5M +25,096 +207%
WS
686
Wedbush Securities
California
$9.96M -$2.97M -11,477 -24%
MWA
687
Monograph Wealth Advisors
California
$9.92M -$1.77M -6,850 -16%
PTC
688
Philadelphia Trust Company
Pennsylvania
$9.86M +$498K +1,925 +6%
WBCM
689
Wilson & Boucher Capital Management
California
$9.86M +$377K +1,456 +4%
CWM
690
Cahill Wealth Management
Michigan
$9.82M -$16K -62 -0.2%
SP
691
Sequent Planning
Nebraska
$9.79M +$388K +1,500 +4%
FPCG
692
Fort Pitt Capital Group
Pennsylvania
$9.76M +$292K +1,127 +3%
CCA
693
Clarity Capital Advisors
Florida
$9.76M -$99.4K -384 -1%
ACIM
694
Azimuth Capital Investment Management
Michigan
$9.66M -$404K -1,560 -4%
RJT
695
Raymond James Trust
Florida
$9.64M +$2.03M +7,845 +28%
PTC
696
Private Trust Company
Ohio
$9.64M -$757K -2,924 -8%
CHJWM
697
Carlton Hofferkamp & Jenks Wealth Management
Texas
$9.62M +$38.8K +150 +0.4%
Koshinski Asset Management
698
Koshinski Asset Management
Illinois
$9.6M -$1.01M -3,889 -10%
LA
699
LM Advisors
California
$9.58M -$1.13M -4,351 -11%
IFS
700
Intelligent Financial Strategies
Minnesota
$9.57M +$44K +170 +0.5%

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.