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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
HIMC
776
Heritage Investors Management Corp
Maryland
$7.56M -$63.3K -256 -0.9%
EFS
777
Essex Financial Services
Connecticut
$7.53M -$49.7K -201 -0.7%
PFT
778
Providence First Trust
Arizona
$7.52M -$134K -541 -2%
LFAS
779
Level Four Advisory Services
Texas
$7.5M
KAH
780
Kathryn A. Hall
$7.5M +$1.34M +5,416 +23%
BFM
781
Boston Financial Management
Massachusetts
$7.49M +$225K +909 +3%
SMH
782
Sanders Morris Harris
Texas
$7.49M -$3.81M -15,399 -98%
ODIJL
783
One Day In July LLC
Vermont
$7.48M +$162K +653 +2%
AWA
784
ARQ Wealth Advisors
Arizona
$7.47M -$92K -372 -1%
MFC
785
Miramar Fiduciary Corp
Nevada
$7.46M
NWM
786
NRI Wealth Management
California
$7.46M +$211K +851 +3%
SRC
787
Sage Rhino Capital
California
$7.45M +$82.9K +335 +1%
TF
788
Trek Financial
Arizona
$7.43M +$312K +1,262 +5%
PO
789
Private Ocean
California
$7.43M -$712K -2,879 -9%
RJT
790
Raymond James Trust
Florida
$7.33M -$1.21M -4,909 -15%
VAG
791
Vannoy Advisory Group
Texas
$7.31M +$4.21K +17 +0.1%
LPP
792
Life Planning Partners
Florida
$7.3M +$22.5K +91 +0.3%
PI
793
PFG Investments
New York
$7.28M +$3M +12,125 +76%
PFM
794
Phillips Financial Management
Indiana
$7.27M -$123K -497 -2%
LSA
795
Lansing Street Advisors
Pennsylvania
$7.25M +$15.6K +63 +0.2%
WIM
796
WealthPlan Investment Management
Nebraska
$7.24M -$1.86M -7,500 -21%
RZH
797
Relyea Zuckerberg Hanson
Connecticut
$7.21M +$21.8K +88 +0.3%
BAM
798
Belpointe Asset Management
Nevada
$7.2M +$968K +3,913 +16%
DAS
799
Diversify Advisory Services
Utah
$7.18M +$6.84M +27,666 New
CFO
800
CVA Family Office
Colorado
$7.18M +$9.15K +37 +0.1%

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.