We are live on ! Find out more
VTI icon

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
QCM
1051
QRG Capital Management
Illinois
$4M +$2.11M +8,514 +124%
HPC
1052
HM Payson & Co
Maine
$4M +$384K +1,552 +11%
FWM
1053
Fingerlakes Wealth Management
New York
$3.99M +$41.1K +166 +1%
ITB
1054
Idaho Trust Bank
Idaho
$3.99M +$3.8M +15,353 New
CS
1055
Cannell & Spears
New York
$3.99M +$84.4K +341 +2%
AWA
1056
Arkadios Wealth Advisors
Georgia
$3.97M +$70K +283 +2%
MAM
1057
McLean Asset Management
Virginia
$3.96M
PA
1058
Perennial Advisors
New York
$3.94M +$128K +518 +4%
VAF
1059
Values Added Financial
District of Columbia
$3.93M -$871K -3,520 -19%
BTW
1060
Boston Trust Walden
Massachusetts
$3.93M +$366K +1,480 +11%
GF
1061
Gries Financial
Ohio
$3.9M +$18.6K +75 +0.5%
FA
1062
Flagstar Advisors
New York
$3.89M +$188K +759 +5%
TB
1063
Treynor Bancshares
Iowa
$3.87M +$77.4K +313 +2%
SGI
1064
Summit Global Investments
Utah
$3.87M +$2.28M +9,215 +163%
GL
1065
Gerber LLC
Ohio
$3.86M -$321K -1,299 -8%
AC
1066
Avestar Capital
New York
$3.84M -$4.63M -18,713 -56%
PCMC
1067
Planning Capital Management Corporation
Pennsylvania
$3.83M +$5.44K +22 +0.1%
TFM
1068
Trademark Financial Management
Minnesota
$3.83M -$44.5K -180 -1%
LFG
1069
Larson Financial Group
Missouri
$3.82M +$684K +2,765 +23%
CAG
1070
Csenge Advisory Group
Florida
$3.82M -$344K -1,392 -9%
NL
1071
NVWM LLC
Pennsylvania
$3.8M -$49.2K -199 -1%
COCM
1072
Charter Oak Capital Management
New Hampshire
$3.79M -$250K -1,010 -6%
HDIM
1073
Hanson & Doremus Investment Management
Vermont
$3.78M -$17.1K -69 -0.5%
NFP
1074
Narus Financial Partners
Utah
$3.77M +$57.4K +232 +2%
CAM
1075
Councilmark Asset Management
Tennessee
$3.76M +$3.58M +14,480 New

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.