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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
P
801
&Partners
Tennessee
$7.58M +$6.53M +25,234 +818%
LSA
802
Lansing Street Advisors
Pennsylvania
$7.57M +$108K +417 +1%
SMH
803
Sanders Morris Harris
Texas
$7.54M +$7.23M +27,934 +10,462%
VAG
804
Vannoy Advisory Group
Texas
$7.53M +$6.73K +26 +0.1%
CFG
805
Citizens Financial Group
Rhode Island
$7.53M +$3.95M +15,246 +119%
AA
806
ACT Advisors
North Carolina
$7.41M -$551K -2,128 -7%
TRIA
807
Trail Ridge Investment Advisors
Colorado
$7.4M +$6.45M +24,909 +899%
LPP
808
Life Planning Partners
Florida
$7.38M -$129K -498 -2%
PFM
809
Phillips Financial Management
Indiana
$7.37M -$111K -428 -2%
TAM
810
Titleist Asset Management
Texas
$7.34M +$5.87M +22,670 +475%
CGPCS
811
Capital Group Private Client Services
California
$7.32M +$440K +1,701 +7%
LFAS
812
Level Four Advisory Services
Texas
$7.32M -$1.1M -4,269 -13%
SWIM
813
Smallwood Wealth Investment Management
New Jersey
$7.31M -$477K -1,843 -6%
GP
814
Gridiron Partners
Pennsylvania
$7.31M
TC
815
Trust Company
Kansas
$7.31M +$47.1K +182 +0.7%
FWCM
816
Ferguson Wellman Capital Management
Oregon
$7.31M +$290K +1,122 +4%
CIAS
817
Capital Investment Advisory Services
North Carolina
$7.3M +$220K +850 +3%
FFG
818
Fiduciary Financial Group
California
$7.27M +$6.74M +26,033 New
LWCFA
819
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.26M -$252K -975 -4%
MPWT
820
MassMutual Private Wealth & Trust
Connecticut
$7.25M +$643K +2,486 +10%
SIA
821
Sovereign Investment Advisors
Arizona
$7.22M -$27.4K -106 -0.3%
LWMT
822
Legacy Wealth Management (Tennessee)
Tennessee
$7.22M
VCM
823
Vivaldi Capital Management
Illinois
$7.22M -$81K -313 -1%
IF
824
Ironwood Financial
Arizona
$7.21M +$458K +1,771 +7%
MNA
825
Manning & Napier Advisors
New York
$7.19M +$6.96M +26,883 New

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.