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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
KWM
976
Kaydan Wealth Management
Michigan
$4.66M -$51.2K -207 -1%
GIA
977
Guyasuta Investment Advisors
Pennsylvania
$4.66M -$18.6K -75 -0.4%
TVM
978
True Vision MN
Minnesota
$4.66M -$254K -1,028 -5%
RCAG
979
Rehmann Capital Advisory Group
Michigan
$4.66M +$83.1K +336 +2%
GWP
980
Gateway Wealth Partners
Wisconsin
$4.62M +$84.6K +342 +2%
LGA
981
Lebenthal Global Advisors
New York
$4.6M -$116K -469 -3%
SIMC
982
Squire Investment Management Company
Utah
$4.59M +$460K +1,860 +12%
SCTC
983
Sanibel Captiva Trust Company
Florida
$4.58M +$1.7M +6,855 +64%
DFC
984
DBK Financial Counsel
Ohio
$4.57M +$570K +2,302 +15%
BCG
985
BayBridge Capital Group
California
$4.57M -$45.3K -183 -1%
WB
986
WesBanco Bank
West Virginia
$4.55M +$230K +930 +6%
SIM
987
Studio Investment Management
Illinois
$4.54M +$466K +1,882 +12%
AFA
988
American Financial Advisors
Georgia
$4.54M +$2.72K +11 +0.1%
DBRC
989
D.B. Root & Company
Pennsylvania
$4.54M -$5.51M -22,255 -56%
MFT
990
Moisand Fitzgerald Tamayo
Florida
$4.53M -$78.7K -318 -2%
Luther King Capital Management (LKCM)
991
Luther King Capital Management (LKCM)
Texas
$4.52M
Fisher Asset Management
992
Fisher Asset Management
Washington
$4.49M -$521K -2,107 -11%
AFG
993
Atomi Financial Group
New York
$4.48M +$391K +1,582 +10%
CAL
994
Capital Analysts LLC
Pennsylvania
$4.47M +$247K +1,000 +6%
AFP
995
Ausdal Financial Partners
Iowa
$4.46M +$79.7K +322 +2%
MLL
996
Moody Lynn & Lieberson
Massachusetts
$4.45M +$31.2K +126 +0.7%
FCFC
997
First Citizens Financial Corp
Iowa
$4.44M +$409K +1,653 +11%
SAM
998
Silvercrest Asset Management
New York
$4.42M
TWM
999
Trevian Wealth Management
Massachusetts
$4.39M +$450K +1,818 +12%
PBF
1000
Petix & Botte Financial
California
$4.39M -$4.27M -17,243 -51%

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.