We are live on ! Find out more
VTI icon

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
MC
826
Mathes Company
New York
$6.79M +$37.1K +150 +0.6%
HFA
827
Highland Financial Advisors
New Jersey
$6.74M -$117K -473 -2%
SI
828
Saxon Interests
Texas
$6.72M -$433K -1,749 -6%
LSA
829
L & S Advisors
California
$6.69M -$6.93K -28 -0.1%
LWCFA
830
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.68M -$483K -1,952 -7%
CGPCS
831
Capital Group Private Client Services
California
$6.67M +$383K +1,547 +6%
AI
832
Accredited Investors
Minnesota
$6.67M +$89.8K +363 +1%
SF
833
Symphony Financial
Texas
$6.67M -$2.19M -8,850 -26%
CMBA
834
C.M. Bidwell & Associates
Hawaii
$6.66M +$391K +1,579 +7%
HWM
835
Hohimer Wealth Management
Washington
$6.65M +$468K +1,891 +8%
KSWWM
836
Keyes Stange & Wooten Wealth Management
Florida
$6.64M -$146K -592 -2%
CT
837
Cambridge Trust
Massachusetts
$6.62M -$205K -827 -3%
P
838
Pitcairn
Pennsylvania
$6.61M -$3.82M -15,459 -38%
WTB
839
Washington Trust Bank
Washington
$6.6M +$28.2K +114 +0.5%
CA
840
Claro Advisors
Massachusetts
$6.59M -$137K -553 -2%
RIG
841
Ramiah Investment Group
Wisconsin
$6.56M +$289K +1,167 +5%
RPGK
842
Retirement Planning Group (Kansas)
Kansas
$6.55M -$22.8K -92 -0.4%
EWM
843
Evergreen Wealth Management
Michigan
$6.55M
IF
844
Ironwood Financial
Arizona
$6.54M +$706K +2,855 +13%
VST
845
Van Strum & Towne
California
$6.47M +$3.22K +13 +0.1%
SAM
846
S.A. Mason
Michigan
$6.47M +$174K +704 +3%
AWC
847
Abundance Wealth Counselors
Pennsylvania
$6.46M -$125K -506 -2%
CWP
848
Cyndeo Wealth Partners
Florida
$6.46M -$158K -637 -2%
AFO
849
Arrowroot Family Office
California
$6.45M +$109K +442 +2%
RBC
850
Romano Brothers & Co
Illinois
$6.45M +$2.47K +10 +0%

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.