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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
Franklin Resources
701
Franklin Resources
California
$9.56M +$514K +1,987 +6%
LF
702
Lantz Financial
Illinois
$9.56M +$80.8K +312 +0.9%
BCM
703
Brookstone Capital Management
Illinois
$9.52M -$4.25M -16,410 -32%
MCCA
704
Mill Creek Capital Advisors
Pennsylvania
$9.51M -$88.5K -342 -1%
VCM
705
Versant Capital Management
Arizona
$9.5M -$90.8K -351 -1%
ACA
706
Atlas Capital Advisors
Wyoming
$9.44M -$328K -1,269 -3%
VPA
707
Vernal Point Advisors
California
$9.41M -$2.59K -10 -0%
SF
708
Symphony Financial
Texas
$9.4M +$2.43M +9,381 +37%
OC
709
Oppenheimer & Co
New York
$9.4M +$149K +574 +2%
CW
710
CreativeOne Wealth
Kansas
$9.39M -$1.59M -6,130 -15%
GFS
711
GYL Financial Synergies
Connecticut
$9.38M -$379K -1,463 -4%
PFA
712
Professional Financial Advisors
Nebraska
$9.37M +$47.1K +182 +0.5%
AB
713
Atlas Brown
Kentucky
$9.37M -$36K -139 -0.4%
PCH
714
PGIM Custom Harvest
New Jersey
$9.28M +$1.08M +4,163 +14%
EFA
715
Efficient Frontier Advisors
Connecticut
$9.28M +$8.98M +34,689 New
SFG
716
SNS Financial Group
Minnesota
$9.27M +$26.9K +104 +0.3%
NFG
717
Nations Financial Group
Iowa
$9.23M +$759K +2,934 +9%
BCPWM
718
Bradley & Co Private Wealth Management
Florida
$9.21M +$3.32M +12,825 +59%
SWM
719
SigFig Wealth Management
California
$9.1M -$777K -3,004 -7%
SOAG
720
Silver Oak Advisory Group
Oregon
$9.1M -$188K -728 -2%
FFA
721
Frazier Financial Advisors
Ohio
$9.1M -$392K -1,515 -4%
LJHT
722
Laurie J. Hall Trustee
$9.06M -$4.4K -17 -0.1%
LCS
723
Levin Capital Strategies
New York
$9.04M +$3.74M +14,465 +75%
OBWG
724
Onyx Bridge Wealth Group
New York
$9M -$2.07K -8 -0%
QCG
725
Quadrant Capital Group
Ohio
$8.99M -$730K -2,819 -8%

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.