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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
SIG
876
Spinnaker Investment Group
California
$5.77M +$51.2K +207 +0.9%
SCP
877
Stevens Capital Partners
Nebraska
$5.77M -$3.46K -14 -0.1%
TC
878
Tenret Company
Florida
$5.77M
SFG
879
Seamount Financial Group
Colorado
$5.76M +$3.46K +14 +0.1%
PPA
880
Painted Porch Advisors
California
$5.72M +$5.03M +20,335 +1,204%
MAG
881
M3 Advisory Group
Massachusetts
$5.72M +$335K +1,354 +7%
ST
882
Sabal Trust
Florida
$5.68M +$1.34M +5,406 +33%
EWM
883
Endowment Wealth Management
Wisconsin
$5.65M +$304K +1,230 +6%
MWA
884
Midland Wealth Advisors
Illinois
$5.64M -$613K -2,479 -10%
RLIM
885
Red Lighthouse Investment Management
New York
$5.63M -$120K -485 -2%
BCPWM
886
Bradley & Co Private Wealth Management
Florida
$5.62M +$613K +2,478 +13%
GLA
887
Good Life Advisors
Pennsylvania
$5.58M +$3.08M +12,445 +138%
RW
888
RVW Wealth
California
$5.57M +$362K +1,464 +7%
ACM
889
Absolute Capital Management
Pennsylvania
$5.57M -$2.03M -8,191 -28%
WA1
890
Wimmer Associates 1
California
$5.56M -$43.3K -175 -0.8%
AWM
891
Axxcess Wealth Management
California
$5.54M -$1.9M -7,665 -26%
AWA
892
Arete Wealth Advisors
Illinois
$5.53M -$86.8K -351 -2%
IC
893
Inscription Capital
Texas
$5.52M +$1.44M +5,803 +38%
PIM
894
Pullen Investment Management
Florida
$5.52M +$5.25M +21,222 New
APW
895
Acima Private Wealth
Virginia
$5.51M +$22.5K +91 +0.4%
HI
896
Human Investing
Oregon
$5.5M +$23K +93 +0.4%
FWP
897
Family Wealth Partners
North Carolina
$5.49M -$694K -2,805 -12%
GA
898
Greenspring Advisors
Maryland
$5.49M -$698K -2,820 -12%
PGF
899
Plan Group Financial
Oklahoma
$5.49M +$655K +2,646 +14%
GKWIM
900
Gerber Kawasaki Wealth & Investment Management
California
$5.47M +$38.8K +157 +0.8%

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.