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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
CPA
1026
Capital Performance Advisors
California
$4.32M -$144K -555 -3%
WCM
1027
WealthBridge Capital Management
Ohio
$4.31M -$41.9K -162 -1%
JWM
1028
Janiczek Wealth Management
Colorado
$4.31M
BTIM
1029
BancFirst Trust & Investment Management
Oklahoma
$4.31M -$66.3K -256 -2%
PCA
1030
Prosperity Capital Advisors
Ohio
$4.3M -$1.21M -4,683 -23%
LG
1031
LAM Group
Oregon
$4.3M
KCM
1032
Kathmere Capital Management
Pennsylvania
$4.3M +$624K +2,410 +18%
WT
1033
Whittier Trust
California
$4.3M +$1.59M +6,154 +62%
SBIA
1034
Sheaff Brock Investment Advisors
Indiana
$4.28M +$134K +516 +3%
UBV
1035
United Bank (Virginia)
Virginia
$4.28M
PVAMC
1036
PPS&V Asset Management Consultants
Michigan
$4.28M +$61.3K +237 +2%
LK
1037
Lumbard & Kellner
New Hampshire
$4.27M -$55.6K -215 -1%
PMFA
1038
Plante Moran Financial Advisors
Michigan
$4.25M +$69.9K +270 +2%
DWM
1039
Drive Wealth Management
Utah
$4.24M -$2.96M -11,425 -42%
MAM
1040
McLean Asset Management
Virginia
$4.23M +$6.47K +25 +0.2%
GWM
1041
Greenhouse Wealth Management
Connecticut
$4.22M -$6.47K -25 -0.2%
AFP
1042
Ausdal Financial Partners
Iowa
$4.21M -$372K -1,436 -8%
BDF
1043
Black Diamond Financial
Maryland
$4.2M +$449K +1,735 +12%
HIP
1044
Harrell Investment Partners
Texas
$4.2M -$681K -2,632 -14%
DBRC
1045
D.B. Root & Company
Pennsylvania
$4.2M -$461K -1,781 -10%
DFC
1046
DBK Financial Counsel
Ohio
$4.19M -$495K -1,914 -11%
SRC
1047
Shufro Rose & Co
New York
$4.18M +$851K +3,288 +27%
MF
1048
Montis Financial
Massachusetts
$4.17M -$2.07M -8,000 -34%
PAM
1049
Palisade Asset Management
Minnesota
$4.17M +$496K +1,917 +14%
PWP
1050
Private Wealth Partners
California
$4.16M -$230K -890 -5%

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.