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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
40.08%
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
GL
1076
Gerber LLC
Ohio
$3.94M -$32.4K -125 -0.8%
KSWA
1077
Kathleen S. Wright Associates
Pennsylvania
$3.93M +$1.29M +4,975 +51%
TFM
1078
Trademark Financial Management
Minnesota
$3.93M -$8.02K -31 -0.2%
CG
1079
Cynosure Group
Utah
$3.92M +$104K +403 +3%
BWM
1080
BNC Wealth Management
Oregon
$3.92M +$143K +551 +4%
NL
1081
NVWM LLC
Pennsylvania
$3.91M -$13.7K -53 -0.4%
EMAM
1082
Encompass More Asset Management
California
$3.88M +$438K +1,692 +13%
IGGA
1083
Iron Gate Global Advisors
Utah
$3.87M -$3.62K -14 -0.1%
CAM
1084
Councilmark Asset Management
Tennessee
$3.87M
CIA
1085
Capital Investment Advisors
Georgia
$3.86M +$33.6K +130 +0.9%
PRI
1086
Prepared Retirement Institute
Pennsylvania
$3.85M +$3.44M +13,286 +1,182%
SP
1087
Successful Portfolios
Florida
$3.84M +$208K +804 +6%
LAI
1088
Legal Advantage Investments
California
$3.83M
CM
1089
Columbus Macro
Pennsylvania
$3.82M +$9.32K +36 +0.3%
RIL
1090
Rothschild Investment LLC
Illinois
$3.82M -$33.6K -130 -0.9%
SGI
1091
Summit Global Investments
Utah
$3.82M -$156K -601 -4%
PFG
1092
Pinnacle Financial Group
Illinois
$3.81M +$9.06K +35 +0.2%
RIA
1093
Realta Investment Advisors
Delaware
$3.81M +$776 +3 +0%
NFP
1094
Narus Financial Partners
Utah
$3.79M -$86.4K -334 -2%
EC
1095
Estate Counselors
Wisconsin
$3.79M -$20.7K -80 -0.6%
SSWM
1096
Smith Salley Wealth Management
North Carolina
$3.78M
GWP
1097
Gateway Wealth Partners
Wisconsin
$3.78M -$940K -3,631 -20%
MW
1098
Members Wealth
Pennsylvania
$3.78M +$3.2M +12,359 New
TCM
1099
TruNorth Capital Management
Michigan
$3.77M +$3.08M +11,919 +544%
PMG
1100
ProVise Management Group
Florida
$3.77M -$19.4K -75 -0.5%

VTI Hedge Fund Activity: Q2 2024 in Review

2,776 of the 6,926 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.