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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
CPWM
751
Cypress Point Wealth Management
Texas
$8.47M +$1.9M +7,329 +30%
CTA
752
Chesley Taft & Associates
Illinois
$8.43M +$123K +476 +2%
JWA
753
JFS Wealth Advisors
Pennsylvania
$8.42M +$71.2K +275 +0.9%
SFM
754
Signet Financial Management
New Jersey
$8.42M -$112K -432 -1%
PAMG
755
Patton Albertson Miller Group
Tennessee
$8.41M -$116K -447 -1%
GLR
756
Great Lakes Retirement
Ohio
$8.39M -$151K -584 -2%
BFS
757
Bradley Foster & Sargent
Connecticut
$8.36M +$1.19M +4,617 +17%
ADL
758
Asset Dedication LLC
California
$8.32M +$941K +3,635 +13%
BBPWM
759
Blue Bell Private Wealth Management
Pennsylvania
$8.31M -$40.4K -156 -0.5%
GLLW
760
Graves Light Lenhart Wealth
Virginia
$8.31M +$10.9K +42 +0.1%
1WM
761
1900 Wealth Management
Texas
$8.3M -$565K -2,183 -7%
FA
762
FC Advisory
Pennsylvania
$8.3M -$183K -707 -2%
FFN
763
Focus Financial Network
Minnesota
$8.29M -$308K -1,191 -4%
PBF
764
Petix & Botte Financial
California
$8.26M +$3.62M +13,994 +83%
NWM
765
NRI Wealth Management
California
$8.18M +$488K +1,885 +7%
FFP
766
Forbes Financial Planning
Rhode Island
$8.18M +$195K +755 +3%
CAL
767
Capital Analysts LLC
Pennsylvania
$8.16M +$3.45M +13,324 +78%
BFM
768
Boston Financial Management
Massachusetts
$8.14M +$416K +1,606 +6%
FA
769
Financial Alternatives
California
$8.14M -$159K -616 -2%
CWC
770
Carolinas Wealth Consulting
North Carolina
$8.14M -$143K -551 -2%
Fisher Asset Management
771
Fisher Asset Management
Washington
$8.12M +$3.39M +13,081 +76%
SG
772
Sharper & Granite
California
$8.12M -$358K -1,384 -4%
WOSD
773
WFA of San Diego
California
$8.09M +$7.83M +30,254 New
RIA
774
Regal Investment Advisors
Michigan
$8.07M +$244K +942 +3%
ACA
775
Aptus Capital Advisors
Alabama
$8.06M -$4.84M -18,699 -38%

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.