We are live on ! Find out more
VTI icon

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
MAG
876
M3 Advisory Group
Massachusetts
$6.04M +$141K +544 +2%
National Bank of Canada
877
National Bank of Canada
Quebec, Canada
$6.03M -$77.9K -301 -1%
SIG
878
Spinnaker Investment Group
California
$6.03M +$82.8K +320 +1%
SFG
879
Seamount Financial Group
Colorado
$5.98M +$54.6K +211 +1%
TC
880
Tenret Company
Florida
$5.94M +$518 +2 +0%
WF
881
WoodTrust Financial
Wisconsin
$5.93M +$5.74M +22,160 New
RWRC
882
R.W. Roge & Company
New York
$5.91M -$269K -1,038 -4%
RW
883
RVW Wealth
California
$5.91M +$166K +640 +3%
PPA
884
Painted Porch Advisors
California
$5.89M +$2.59K +10 +0%
ACM
885
Absolute Capital Management
Pennsylvania
$5.89M +$151K +583 +3%
PIM
886
Pullen Investment Management
Florida
$5.89M +$206K +794 +4%
EWM
887
Endowment Wealth Management
Wisconsin
$5.88M +$59.3K +229 +1%
SCP
888
Stevens Capital Partners
Nebraska
$5.87M -$63.9K -247 -1%
WWA
889
WCG Wealth Advisors
Nevada
$5.83M +$1.98M +7,655 +54%
MWA
890
Midland Wealth Advisors
Illinois
$5.82M +$16.3K +63 +0.3%
IC
891
Inscription Capital
Texas
$5.81M +$122K +472 +2%
EPWM
892
Essex Private Wealth Management
Massachusetts
$5.8M +$576K +2,227 +11%
DAS
893
Diversify Advisory Services
Utah
$5.8M -$1.65M -6,386 -23%
WFS
894
Weitzel Financial Services
Iowa
$5.79M +$420K +1,622 +8%
WTB
895
Washington Trust Bank
Washington
$5.79M -$970K -3,748 -15%
TPCW
896
TD Private Client Wealth
New York
$5.79M -$247K -956 -4%
AWA
897
Arete Wealth Advisors
Illinois
$5.76M +$63.7K +246 +1%
HI
898
Human Investing
Oregon
$5.76M +$96.5K +373 +2%
TF
899
Tenon Financial
New Jersey
$5.75M +$2.84M +10,985 +104%
OPCM
900
Osborne Partners Capital Management
California
$5.73M -$539K -2,081 -9%

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.