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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
MLL
1001
Moody Lynn & Lieberson
Massachusetts
$4.63M +$44K +170 +1%
MFT
1002
Moisand Fitzgerald Tamayo
Florida
$4.62M -$43.5K -168 -1%
IAA
1003
Ironsides Asset Advisors
North Carolina
$4.61M +$412K +1,590 +10%
GWM
1004
Gray Wealth Management
Maine
$4.61M +$444K +1,716 +11%
YCG
1005
Yeomans Consulting Group
Georgia
$4.57M +$2.25M +8,689 +104%
GIA
1006
Guyasuta Investment Advisors
Pennsylvania
$4.57M -$104K -401 -2%
SCA
1007
Snowden Capital Advisors
New York
$4.55M +$170K +656 +4%
CH
1008
Cromwell Holdings
Wyoming
$4.52M +$4.35M +16,825 New
RWM
1009
Rockwood Wealth Management
Pennsylvania
$4.52M +$875K +3,380 +25%
KAS
1010
KPP Advisory Services
Kentucky
$4.51M +$120K +463 +3%
LSA
1011
Lion Street Advisors
Texas
$4.51M -$227K -877 -5%
MPM
1012
Meritage Portfolio Management
Kansas
$4.48M +$64.4K +249 +2%
CICC
1013
Capital Investment Counsel (Colorado)
Colorado
$4.47M +$678K +2,619 +19%
SFG
1014
Sage Financial Group
Pennsylvania
$4.45M -$16K -62 -0.4%
WI
1015
WBI Investments
New Jersey
$4.44M +$14.5K +56 +0.3%
PCMC
1016
Private Capital Management (Colorado)
Colorado
$4.44M +$74K +286 +2%
AWM
1017
Arista Wealth Management
Nevada
$4.43M +$1.45M +5,617 +51%
TA
1018
TFB Advisors
Kansas
$4.43M -$235K -907 -5%
KBFS
1019
Kohmann Bosshard Financial Services
Ohio
$4.4M -$33.6K -130 -0.8%
LFG
1020
Larson Financial Group
Missouri
$4.37M +$416K +1,606 +11%
CFC
1021
Coyle Financial Counsel
Illinois
$4.35M
SF
1022
Safeguard Financial
Wisconsin
$4.34M -$965K -3,728 -19%
BCM
1023
BluePointe Capital Management
California
$4.33M
RLWM
1024
RF&L Wealth Management
Massachusetts
$4.32M -$34.2K -132 -0.8%
KFP
1025
Keener Financial Planning
Texas
$4.32M +$452K +1,747 +12%

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.