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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
WFS
926
Weitzel Financial Services
Iowa
$5.18M +$74.5K +301 +2%
MSS
927
Mitchell Sinkler & Starr
Pennsylvania
$5.17M -$2.75M -11,120 -36%
LA
928
Lakeside Advisors
Washington
$5.17M
LIG
929
Lokken Investment Group
Delaware
$5.16M +$379K +1,530 +8%
LMKC
930
L.M. Kohn & Company
Ohio
$5.15M +$853K +3,446 +21%
GWANC
931
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.15M +$3.62M +14,637 +283%
TW
932
Transform Wealth
Colorado
$5.13M -$387K -1,564 -7%
PWH
933
Priebe Wealth Holdings
Minnesota
$5.08M -$32.7K -132 -0.7%
EPWM
934
Essex Private Wealth Management
Massachusetts
$5.05M -$28.5K -115 -0.6%
NAM
935
NorthCrest Asset Manangement
Minnesota
$5.04M -$96.2K -389 -2%
GAA
936
Global Assets Advisory
Florida
$5.04M +$324M +1,308,569 New
LCS
937
Levin Capital Strategies
New York
$5.03M
CFO
938
Callan Family Office
Pennsylvania
$5.01M +$134K +540 +3%
BCM
939
Blume Capital Management
California
$5.01M
JWBC
940
John W. Brooker & Co
California
$4.98M -$8.41K -34 -0.2%
FFM
941
Forum Financial Management
Illinois
$4.98M -$150K -606 -3%
TFO
942
Tarbox Family Office
California
$4.96M -$742 -3 -0%
WPA
943
West Paces Advisors
Georgia
$4.95M -$205K -830 -4%
KCM
944
Kennicott Capital Management
California
$4.95M
SIAS
945
Summit Investment Advisory Services
Minnesota
$4.95M +$197K +795 +4%
SWA
946
Sax Wealth Advisors
New Jersey
$4.94M +$624K +2,524 +15%
BFPW
947
BOK Financial Private Wealth
Colorado
$4.94M -$1.31M -5,285 -22%
TW
948
Traveka Wealth
California
$4.94M +$276K +1,116 +6%
MCA
949
Martin Capital Advisors
Texas
$4.93M +$232K +937 +5%
TWC
950
TD Waterhouse Canada
Ontario, Canada
$4.93M -$581K -2,349 -11%

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.