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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
CFO
901
Custos Family Office
Texas
$5.73M +$5.31M +20,509 +2,249%
MCA
902
Martin Capital Advisors
Texas
$5.72M +$625K +2,415 +13%
WA1
903
Wimmer Associates 1
California
$5.72M
LIG
904
Lokken Investment Group
Delaware
$5.7M +$373K +1,443 +7%
APW
905
Acima Private Wealth
Virginia
$5.67M -$3.11K -12 -0.1%
GA
906
Greenspring Advisors
Maryland
$5.65M
AOI
907
Auto-Owners Insurance
Michigan
$5.62M
AG
908
Advocate Group
Minnesota
$5.61M -$3.88K -15 -0.1%
ST
909
Sabal Trust
Florida
$5.6M -$243K -940 -4%
NFG
910
Norris Financial Group
South Carolina
$5.58M +$709K +2,741 +15%
GKWIM
911
Gerber Kawasaki Wealth & Investment Management
California
$5.57M -$58K -224 -1%
BHWM
912
Beaird Harris Wealth Management
Texas
$5.57M -$24.8K -96 -0.5%
PGWM
913
Pitti Group Wealth Management
New York
$5.55M +$95.5K +369 +2%
SAM
914
Synergy Asset Management
Washington
$5.53M +$1.17M +4,505 +28%
NAS
915
NWF Advisory Services
California
$5.53M +$162K +625 +3%
SIA
916
Schechter Investment Advisors
Michigan
$5.53M +$8.28K +32 +0.2%
MFA
917
Mayflower Financial Advisors
Massachusetts
$5.53M -$42.4K -164 -0.8%
MSS
918
Mitchell Sinkler & Starr
Pennsylvania
$5.52M +$116K +450 +2%
P
919
Pitcairn
Pennsylvania
$5.49M -$1.27M -4,905 -19%
KL
920
KWMG LLC
Kansas
$5.49M -$2.07K -8 -0%
SL
921
SWMG LLC
Texas
$5.48M -$43K -166 -0.8%
HWMG
922
Hurlow Wealth Management Group
Indiana
$5.44M -$11.1K -43 -0.2%
FFS
923
Founders Financial Securities
Maryland
$5.44M +$45.8K +177 +0.9%
SWA
924
Sax Wealth Advisors
New Jersey
$5.42M +$324K +1,250 +7%
CIBC World Market
925
CIBC World Market
Ontario, Canada
$5.41M -$3.97M -15,337 -43%

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.