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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
LJHT
726
Laurie J. Hall Trustee
$8.81M -$5.94K -24 -0.1%
Franklin Resources
727
Franklin Resources
California
$8.77M +$355K +1,435 +4%
GWS
728
Glassman Wealth Services
Virginia
$8.75M +$630K +2,547 +8%
1WM
729
1900 Wealth Management
Texas
$8.63M -$1.02M -4,129 -11%
SFWA
730
Summit Financial Wealth Advisors
Louisiana
$8.62M +$344K +1,389 +4%
BFG
731
Beacon Financial Group
Texas
$8.61M -$288K -1,164 -3%
EB
732
Emprise Bank
Kansas
$8.56M +$8.15M +32,931 New
BFG
733
Bouchey Financial Group
New York
$8.52M -$109K -440 -1%
IA
734
IFP Advisors
Florida
$8.5M -$1.02M -4,119 -11%
WSTAM
735
Wilbanks Smith & Thomas Asset Management
Virginia
$8.49M +$149K +603 +2%
OBWG
736
Onyx Bridge Wealth Group
New York
$8.48M -$59.4K -240 -0.7%
CS
737
Capital Square
Tennessee
$8.44M +$8.03M +32,472 New
PIFP
738
Partners in Financial Planning
Virginia
$8.4M -$235K -950 -3%
Allspring Global Investments
739
Allspring Global Investments
North Carolina
$8.36M +$5.93M +23,950 +292%
PNC
740
Park National Corp
Ohio
$8.31M -$495K -1,999 -6%
SCG
741
Sonata Capital Group
Washington
$8.3M -$268K -1,082 -3%
PAMG
742
Patton Albertson Miller Group
Tennessee
$8.29M -$11.1K -45 -0.1%
SFM
743
Signet Financial Management
New Jersey
$8.29M -$308K -1,246 -4%
SC
744
Sapient Capital
Indiana
$8.28M +$193K +781 +3%
GLR
745
Great Lakes Retirement
Ohio
$8.27M -$31.4K -127 -0.4%
FA
746
FC Advisory
Pennsylvania
$8.24M +$12.6K +51 +0.2%
AA
747
Ancora Advisors
Ohio
$8.24M -$1.01M -4,081 -11%
NSB
748
Norway Savings Bank
Maine
$8.21M -$167K -676 -2%
NFG
749
Nations Financial Group
Iowa
$8.2M +$232K +936 +3%
BMMM
750
Boston Mountain Money Management
Arkansas
$8.18M +$7.78M +31,461 New

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.