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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
COCM
1101
Charter Oak Capital Management
New Hampshire
$3.77M -$134K -516 -4%
KCM
1102
Kendall Capital Management
Maryland
$3.77M -$12.2K -47 -0.3%
VC
1103
Vicus Capital
Pennsylvania
$3.76M -$35.7K -138 -1%
NF
1104
NavPoint Financial
Minnesota
$3.74M
SWM
1105
SeaCrest Wealth Management
New York
$3.74M -$31.3K -121 -0.9%
SIA
1106
Soltis Investment Advisors
Utah
$3.74M +$319K +1,234 +10%
CRI
1107
Colonial River Investments
Virginia
$3.74M +$9.32K +36 +0.3%
VBWMG
1108
Von Berge Wealth Management Group
California
$3.73M +$15K +58 +0.4%
BMCM
1109
Bryn Mawr Capital Management
Pennsylvania
$3.72M +$28.2K +109 +0.8%
FCMA
1110
Foresight Capital Management Advisors
Michigan
$3.72M +$30.3K +117 +0.8%
SWA
1111
Strategies Wealth Advisors
Michigan
$3.71M +$142K +548 +4%
BMC
1112
Bear Mountain Capital
Washington
$3.71M
AIM
1113
Anchor Investment Management
South Carolina
$3.71M +$398K +1,536 +12%
SL
1114
Sentry LLC
Tennessee
$3.69M -$11.1K -43 -0.3%
HDIM
1115
Hanson & Doremus Investment Management
Vermont
$3.68M -$205K -793 -5%
LIM
1116
Letson Investment Management
Georgia
$3.68M
PFG
1117
PAX Financial Group
Texas
$3.68M -$458K -1,770 -11%
WC
1118
Waterloo Capital
Texas
$3.68M -$81K -313 -2%
LWA
1119
Lantern Wealth Advisors
New York
$3.65M +$272K +1,050 +8%
PAM
1120
Pegasus Asset Management
New York
$3.64M -$55.1K -213 -2%
XF
1121
XML Financial
Maryland
$3.64M +$381K +1,472 +12%
CPP
1122
Capasso Planning Partners
South Carolina
$3.63M +$388K +1,498 +12%
CTWM
1123
Cherry Tree Wealth Management
Minnesota
$3.63M -$35.2K -136 -1%
Schroder Investment Management Group
1124
Schroder Investment Management Group
United Kingdom
$3.63M -$10.8M -41,602 -75%
KF
1125
Krilogy Financial
Missouri
$3.62M -$10.6K -41 -0.3%

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.