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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
FG
51
Foster Group
Iowa
$341M +$1.89M +7,287 +0.6%
ST
52
Sageworth Trust
Pennsylvania
$339M -$5.38M -20,780 -2%
PAG
53
Private Advisor Group
New Jersey
$324M -$5.41M -20,896 -2%
VCP
54
Vista Capital Partners
Oregon
$310M -$3.65M -14,116 -1%
Brown Advisory
55
Brown Advisory
Maryland
$307M +$15.7M +60,667 +6%
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$300M +$158M +609,078 +119%
Corient Private Wealth
57
Corient Private Wealth
Florida
$292M +$24.4M +94,231 +9%
WANY
58
Wealthspire Advisors (New York)
New York
$287M +$18M +69,738 +7%
NHAS
59
Novo Holdings A/S
Denmark
$278M +$269M +1,038,550 New
AA
60
Axiom Advisory
California
$276M +$271M +1,048,689 +6,248%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$273M -$5.77M -22,306 -2%
SC
62
Savant Capital
Illinois
$253M -$77.7M -300,053 -24%
GC
63
Gibson Capital
Pennsylvania
$247M -$10.2M -39,589 -4%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$245M +$21.8M +84,400 +10%
FBFS
65
First Business Financial Services
Wisconsin
$242M +$29.2K +113 +0%
CFA
66
Capstone Financial Advisors
Illinois
$236M +$2.16M +8,344 +1%
CAM
67
Cresset Asset Management
Illinois
$234M +$16.3M +62,917 +8%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$232M +$3.15M +12,173 +1%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$232M -$447K -1,726 -0.2%
SI
70
Stephens Inc
Arkansas
$227M +$1.64M +6,334 +0.8%
Citigroup
71
Citigroup
New York
$227M +$1.67M +6,444 +0.8%
IL
72
Investure LLC
Virginia
$225M -$8.7M -33,601 -4%
RJA
73
Raymond James & Associates
Florida
$225M -$1.81M -7,011 -0.8%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$222M +$34.1M +131,666 +19%
KAS
75
Kestra Advisory Services
Texas
$220M +$32.4M +125,003 +16%

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.