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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
TW
951
Transform Wealth
Colorado
$5.09M -$204K -788 -4%
ATI
952
ARK & TLK Investments
Oklahoma
$5.06M +$97.6K +377 +2%
LWMM
953
Legacy Wealth Management (Mississippi)
Mississippi
$5.06M -$514K -1,987 -10%
SWM
954
SilverOak Wealth Management
Minnesota
$5.06M +$39.3K +152 +0.8%
TW
955
Traveka Wealth
California
$5.06M -$25.1K -97 -0.5%
KCM
956
Kennicott Capital Management
California
$5.05M -$41.2K -159 -0.8%
BFPW
957
BOK Financial Private Wealth
Colorado
$5.05M -$55.1K -213 -1%
TRCT
958
Tower Research Capital (TRC)
New York
$5.05M +$4.83M +18,677 +10,206%
QHA
959
Quarry Hill Advisors
Minnesota
$5.04M -$455K -1,757 -9%
NCM
960
Next Capital Management
New York
$5.04M
TWA
961
Tandem Wealth Advisors
Arizona
$5.01M +$28K +108 +0.6%
ECM
962
Evergreen Capital Management
Washington
$5.01M -$2.59K -10 -0.1%
VFG
963
Victory Financial Group
Texas
$4.99M +$134K +518 +3%
LFA
964
Level Financial Advisors
New York
$4.98M +$82.6K +319 +2%
DW
965
Durante & Waters
New York
$4.97M -$90.1K -348 -2%
NGA
966
Naples Global Advisors
Florida
$4.97M +$3.88K +15 +0.1%
SIMC
967
Squire Investment Management Company
Utah
$4.96M +$235K +909 +5%
BCG
968
BayBridge Capital Group
California
$4.96M +$25.4K +98 +0.5%
PIC
969
Platt Investment Counsel
Florida
$4.93M +$4.77M +18,445 New
PA
970
Parkside Advisors
California
$4.91M -$23K -89 -0.5%
WA
971
Wealthstream Advisors
New York
$4.91M -$12.9K -50 -0.3%
ME
972
McIlrath & Eck
Washington
$4.91M -$151K -585 -3%
IF
973
Intrua Financial
Texas
$4.89M -$59K -228 -1%
RA
974
Rockingstone Advisors
Massachusetts
$4.89M +$18.1K +70 +0.4%
Luther King Capital Management (LKCM)
975
Luther King Capital Management (LKCM)
Texas
$4.87M

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.