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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
ADL
801
Asset Dedication LLC
California
$7.14M +$61.9K +250 +0.9%
GP
802
Gridiron Partners
Pennsylvania
$7.1M
DP
803
Denver PWM
Colorado
$7.09M -$1.17M -4,740 -15%
DWM
804
Drive Wealth Management
Utah
$7.07M +$1.71M +6,898 +34%
WMA
805
Wealth Management Associates
New Jersey
$7.06M -$150K -607 -2%
TC
806
Trust Company
Kansas
$7.05M
VCM
807
Vivaldi Capital Management
Illinois
$7.04M -$53.2K -215 -0.8%
FNFDCM
808
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.03M +$317K +1,282 +5%
LWMT
809
Legacy Wealth Management (Tennessee)
Tennessee
$7.02M
SOS
810
Silver Oak Securities
Tennessee
$7.01M -$1.46M -5,889 -18%
CFGF
811
Compass Financial Group (Florida)
Florida
$6.98M +$53.2K +215 +0.8%
USAA
812
United Services Automobile Association
Texas
$6.96M -$686K -2,773 -9%
DWM
813
Dogwood Wealth Management
Kansas
$6.96M +$497K +2,008 +8%
WE
814
Wealth Effects
Massachusetts
$6.92M +$49.5K +200 +0.8%
TCA
815
Transcend Capital Advisors
New Jersey
$6.92M +$237K +956 +4%
BFS
816
Bradley Foster & Sargent
Connecticut
$6.92M -$72.5K -293 -1%
CFM
817
Comprehensive Financial Management
California
$6.91M +$495 +2 +0%
SWM
818
Spire Wealth Management
Virginia
$6.91M +$332K +1,342 +5%
CG
819
CFO4Life Group
Texas
$6.88M +$3.96K +16 +0.1%
Susquehanna International Group
820
Susquehanna International Group
Pennsylvania
$6.88M -$16M -64,477 -71%
CIAS
821
Capital Investment Advisory Services
North Carolina
$6.88M -$699K -2,825 -10%
AA
822
Advisory Alpha
Michigan
$6.87M -$236K -954 -3%
GTAM
823
Global Trust Asset Management
Florida
$6.86M +$332K +1,341 +5%
FWCM
824
Ferguson Wellman Capital Management
Oregon
$6.81M -$23K -93 -0.4%
DC
825
Davenport & Co
Virginia
$6.81M +$514K +2,078 +9%

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.