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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
IGGA
1076
Iron Gate Global Advisors
Utah
$3.76M +$131K +528 +4%
RIL
1077
Rothschild Investment LLC
Illinois
$3.74M +$2.78M +11,230 +354%
KFP
1078
Keener Financial Planning
Texas
$3.74M +$142K +575 +4%
KOMWMG
1079
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.74M +$34.1K +138 +1%
TCOV
1080
Trust Company of Vermont
Vermont
$3.73M +$906K +3,664 +34%
LFA
1081
Legacy Financial Advisors
Kentucky
$3.73M -$331K -1,337 -9%
LAI
1082
Legal Advantage Investments
California
$3.72M +$3.54M +14,322 New
CIA
1083
Capital Investment Advisors
Georgia
$3.72M +$27.2K +110 +0.8%
EC
1084
Estate Counselors
Wisconsin
$3.71M -$75.5M -305,210 -96%
CG
1085
Cynosure Group
Utah
$3.71M +$2.95M +11,932 +511%
CFS
1086
Coordinated Financial Services
Colorado
$3.71M +$3.53M +14,261 New
RIA
1087
Realta Investment Advisors
Delaware
$3.7M -$38.3K -155 -1%
SMG
1088
Smart Money Group
Texas
$3.7M -$68.5K -277 -2%
HVP
1089
Hudson Value Partners
Florida
$3.69M +$766K +3,098 +28%
VC
1090
Vicus Capital
Pennsylvania
$3.69M -$56.2K -227 -2%
PFG
1091
Pinnacle Financial Group
Illinois
$3.69M -$352K -1,423 -9%
PMG
1092
ProVise Management Group
Florida
$3.68M -$5.2K -21 -0.1%
SSWM
1093
Smith Salley Wealth Management
North Carolina
$3.68M -$41.1K -166 -1%
WWA
1094
WCG Wealth Advisors
Nevada
$3.67M -$1.78M -7,186 -34%
KCM
1095
Kendall Capital Management
Maryland
$3.67M -$32.4K -131 -0.9%
SWM
1096
SeaCrest Wealth Management
New York
$3.67M -$64.6K -261 -2%
BWM
1097
BNC Wealth Management
Oregon
$3.66M -$3.1M -12,535 -47%
CICC
1098
Capital Investment Counsel (Colorado)
Colorado
$3.66M +$2M +8,099 +135%
WC
1099
Waterloo Capital
Texas
$3.65M -$897K -3,624 -20%
WTA
1100
Washington Trust Advisors
Massachusetts
$3.64M +$60.9K +246 +2%

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.