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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
FHC
1001
First Heartland Consultants
Missouri
$4.38M +$834K +3,370 +25%
MCM
1002
Manchester Capital Management
Vermont
$4.38M +$593K +2,398 +17%
ES
1003
Eagle Strategies
New York
$4.37M +$3.34M +13,513 +407%
HCM
1004
Howland Capital Management
Massachusetts
$4.36M +$1.48K +6 +0%
AA
1005
Axiom Advisory
California
$4.36M -$48.2K -195 -1%
CFC
1006
Coyle Financial Counsel
Illinois
$4.35M +$2.47K +10 +0.1%
CPA
1007
Capital Performance Advisors
California
$4.34M -$91.8K -371 -2%
SFG
1008
Sage Financial Group
Pennsylvania
$4.34M -$30.2K -122 -0.7%
TA
1009
TFB Advisors
Kansas
$4.33M -$372K -1,505 -8%
SSW
1010
Stone Summit Wealth
Florida
$4.33M +$191K +774 +5%
KBFS
1011
Kohmann Bosshard Financial Services
Ohio
$4.31M -$74.7K -302 -2%
WI
1012
WBI Investments
New Jersey
$4.3M +$510K +2,062 +14%
RCA
1013
Resonant Capital Advisors
Wisconsin
$4.29M +$4.95K +20 +0.1%
MPM
1014
Meritage Portfolio Management
Kansas
$4.29M +$223K +903 +6%
PWP
1015
Private Wealth Partners
California
$4.28M -$63.3K -256 -2%
KAS
1016
KPP Advisory Services
Kentucky
$4.26M +$4.06M +16,408 New
BFA
1017
Bluestem Financial Advisors
Illinois
$4.26M +$495 +2 +0%
PCMC
1018
Private Capital Management (Colorado)
Colorado
$4.24M -$40.6K -164 -1%
SCA
1019
Snowden Capital Advisors
New York
$4.24M +$305K +1,231 +8%
WCM
1020
WealthBridge Capital Management
Ohio
$4.23M +$29.7K +120 +0.7%
RLWM
1021
RF&L Wealth Management
Massachusetts
$4.23M -$147K -595 -4%
BTIM
1022
BancFirst Trust & Investment Management
Oklahoma
$4.22M -$2.28M -9,197 -36%
BWL
1023
Bogart Wealth LLC
Virginia
$4.22M +$7.92K +32 +0.2%
RB
1024
Renasant Bank
Mississippi
$4.21M -$70.8K -286 -2%
LK
1025
Lumbard & Kellner
New Hampshire
$4.21M -$37.1K -150 -0.9%

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.